Form 4 for MORN Morningstar, Inc.
Accepted 2025-03-04 00:00:00 ET · period of report 2025-02-28 · accession 0001289419-25-000049 · 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 | 2025-03-04 | 2025-02-28+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $312.48 | -16.2K | 10.07M | -0.2% | -$5.05M |
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 | 2025-02-28 | S | D | 1,149 | $311.33 | 10,063,949 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $311.1600 to $311.6150. 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 | 2025-03-03 | S | D | 18 | $317.15 | 10,056,394 | D | — | — | |
| 3 | Common | Common Stock | 2025-03-03 | S | D | 2,189 | $315.42 | 10,056,412 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $315.0200 to $315.8000. 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. |
| 4 | Common | Common Stock | 2025-03-03 | S | D | 3,735 | $314.61 | 10,058,601 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $313.9900 to $314.9800. 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 | 2025-02-28 | S | D | 76 | $312.23 | 10,063,873 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $312.1700 to $312.3500. 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 | 2025-02-28 | S | D | 365 | $313.32 | 10,063,508 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $313.2000 to $313.5450. 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 | 2025-03-03 | S | D | 1,172 | $313.21 | 10,062,336 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $312.7901 to $313.7900. 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. |
| 8 | Common | Common Stock | 2025-02-28 | S | D | 7,472 | $310.57 | 10,065,098 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $310.1600 to $311.1550. 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. |