Form 4 for MORN Morningstar, Inc.
Accepted 2025-02-14 00:00:00 ET · period of report 2025-02-12 · accession 0001289419-25-000015 · 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 | 2025-02-14 | 2025-02-12+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $325.36 | -9,772 | 10.13M | -0.1% | -$3.18M |
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 | 2025-02-13 | S | D | 502 | $328.67 | 10,121,886 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $328.6375 to $328.8750. 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 | 2025-02-12 | S | D | 1,280 | $320.57 | 10,130,378 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $320.5300 to $320.8600. 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 | 2025-02-13 | S | D | 597 | $320.59 | 10,129,781 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $320.2050 to $321.1750. 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 | 2025-02-13 | S | D | 208 | $321.61 | 10,129,573 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $321.2350 to $321.9400. 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 | 2025-02-13 | S | D | 557 | $323.01 | 10,129,016 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $322.5000 to $323.3150. 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. |
| 6 | Common | Common Stock | 2025-02-13 | S | D | 794 | $323.91 | 10,128,222 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $323.5100 to $324.3950. 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. |
| 7 | Common | Common Stock | 2025-02-13 | S | D | 2,677 | $328.31 | 10,122,388 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $327.6350 to $328.6050. 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. |
| 8 | Common | Common Stock | 2025-02-13 | S | D | 1,461 | $327.11 | 10,125,065 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $326.6350 to $327.6300. 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. |
| 9 | Common | Common Stock | 2025-02-13 | S | D | 593 | $326.20 | 10,126,526 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $325.6250 to $326.5850. 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. |
| 10 | Common | Common Stock | 2025-02-13 | S | D | 1,103 | $325.00 | 10,127,119 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $324.6150 to $325.4000. 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. |