Form 4 for MORN Morningstar, Inc.
Accepted 2025-02-28 00:00:00 ET · period of report 2025-02-26 · accession 0001289419-25-000043 · 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 | 2025-02-28 | 2025-02-26+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $323.09 | -4,448 | 10.07M | -0.0% | -$1.44M |
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 | 2025-02-27 | S | D | 368 | $319.10 | 10,072,570 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $318.9600 to $319.6250. 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 | 2025-02-26 | S | D | 30 | $325.59 | 10,072,938 | D | — | — | |
| 3 | Common | Common Stock | 2025-02-26 | S | D | 1,867 | $322.65 | 10,075,151 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $322.2101 to $323.1900. 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 | 2025-02-26 | S | D | 1,184 | $323.69 | 10,073,967 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $323.2300 to $324.0700. 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 | 2025-02-26 | S | D | 999 | $324.61 | 10,072,968 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $324.3900 to $325.3100. 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. |