Form 4 for MORN Morningstar, Inc.

Accepted 2025-02-18 00:00:00 ET · period of report 2025-02-14 · accession 0001289419-25-000017 · 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	2025-02-18	2025-02-14	MORN	Mansueto Joseph D	Executive COB, Dir, 10%	S - Sale	$328.89	-3,207	10.12M	-0.0%	-$1.05M

Purchase Sale Sale after option exercise All abbreviations

#	Table	Security	Date	Code	A/D	Shares	Price	Owned after	Own	Exercise / expiry	Underlying	Footnotes
1	Common	Common Stock	2025-02-14	S	D	126	$330.21	10,118,679	D	—	—	(F4) The transaction was executed in multiple trades at prices ranging from $330.0450 to $330.2600. 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	2025-02-14	S	D	1,563	$328.41	10,120,323	D	—	—	(F2) The transaction was executed in multiple trades at prices ranging from $327.8200 to $328.7600. 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	2025-02-14	S	D	1,518	$329.28	10,118,805	D	—	—	(F3) The transaction was executed in multiple trades at prices ranging from $328.8600 to $329.8000. 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.