Form 4 for MORN Morningstar, Inc.
Accepted 2025-02-20 00:00:00 ET · period of report 2025-02-18 · accession 0001289419-25-000019 · 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 | 2025-02-20 | 2025-02-18+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $327.40 | -14.2K | 10.11M | -0.1% | -$4.65M |
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 | 2025-02-18 | S | D | 1,154 | $324.62 | 10,117,525 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $324.0200 to $325.0000. 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 | 2025-02-18 | S | D | 781 | $325.45 | 10,116,744 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $325.0700 to $325.5900. 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 | 2025-02-18 | S | D | 3,670 | $326.96 | 10,113,074 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $326.1400 to $327.1250. 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 | 2025-02-19 | S | D | 620 | $328.95 | 10,104,491 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $328.7400 to $329.1800. 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 | 2025-02-18 | S | D | 912 | $328.39 | 10,109,617 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $328.2000 to $328.5500. 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 | 2025-02-19 | S | D | 4,506 | $328.29 | 10,105,111 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $327.7200 to $328.7000. 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 | 2025-02-18 | S | D | 2,545 | $327.60 | 10,110,529 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $327.1700 to $328.1300. 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. |