Form 4 for MORN Morningstar, Inc.
Accepted 2025-02-24 00:00:00 ET · period of report 2025-02-20 · accession 0001289419-25-000022 · 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 | 2025-02-24 | 2025-02-20+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $327.70 | -9,803 | 10.09M | -0.1% | -$3.21M |
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 | 2025-02-20 | S | D | 7,693 | $327.82 | 10,096,798 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $327.4500 to $328.3250. 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 | 2025-02-20 | S | D | 700 | $328.68 | 10,096,098 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $328.6500 to $328.7250. 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 | 2025-02-21 | S | D | 18 | $328.45 | 10,094,688 | D | — | — | |
| 4 | Common | Common Stock | 2025-02-21 | S | D | 1,392 | $326.56 | 10,094,706 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $326.0500 to $326.9300. 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. |