Form 4 for MORN Morningstar, Inc.
Accepted 2025-02-26 00:00:00 ET · period of report 2025-02-24 · accession 0001289419-25-000027 · 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 | 2025-02-26 | 2025-02-24+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $322.71 | -17.7K | 10.09M | -0.2% | -$5.70M |
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 | 2025-02-24 | S | D | 1,071 | $323.92 | 10,085,626 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $323.7750 to $324.3600. 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 | 2025-02-25 | S | D | 2,286 | $321.34 | 10,083,340 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $320.9800 to $321.9300. 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. |
| 3 | Common | Common Stock | 2025-02-25 | S | D | 2,296 | $323.20 | 10,077,018 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $322.9900 to $323.6950. 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 | 2025-02-25 | S | D | 4,026 | $322.51 | 10,079,314 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $321.9900 to $322.9750. 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 | 2025-02-24 | S | D | 2,217 | $322.45 | 10,092,471 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $321.7350 to $322.7300. 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 | 2025-02-24 | S | D | 5,774 | $323.08 | 10,086,697 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $322.7400 to $323.7300. 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. |