Form 4 for MORN Morningstar, Inc.
Accepted 2025-02-10 00:00:00 ET · period of report 2025-02-06 · accession 0001289419-25-000011 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| M | 2025-02-10 | 2025-02-06+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $326.61 | -9,341 | 10.14M | -0.1% | -$3.05M |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2025-02-06 | S | D | 1,206 | $325.72 | 10,141,488 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $325.1801 to $326.1600. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 2 | Common | Common Stock | 2025-02-06 | S | D | 4,942 | $326.77 | 10,136,546 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $326.2400 to $327.2100. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 3 | Common | Common Stock | 2025-02-07 | S | D | 233 | $327.68 | 10,133,353 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $327.6550 to $327.6950. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 4 | Common | Common Stock | 2025-02-07 | S | D | 2,262 | $326.32 | 10,133,586 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $326.0850 to $327.0700. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 5 | Common | Common Stock | 2025-02-06 | S | D | 698 | $327.62 | 10,135,848 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $327.5100 to $327.8450. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |