Form 4 for MORN Morningstar, Inc.
Accepted 2025-03-06 00:00:00 ET · period of report 2025-03-05 · accession 0001289419-25-000053 · 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 | 2025-03-06 | 2025-03-05 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $301.10 | -9,062 | 10.05M | -0.1% | -$2.73M |
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 | 2025-03-05 | S | D | 449 | $301.75 | 10,051,237 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $301.3100 to $302.2700. 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 | 2025-03-05 | S | D | 2,755 | $302.89 | 10,048,482 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $302.4300 to $303.4100. 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 | 2025-03-05 | S | D | 194 | $304.49 | 10,047,332 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $304.4850 to $304.5000. 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 | 2025-03-05 | S | D | 736 | $300.50 | 10,051,686 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $300.1100 to $300.9700. 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 | 2025-03-05 | S | D | 2,066 | $299.45 | 10,052,422 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $299.0900 to $300.0700. 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. |
| 6 | Common | Common Stock | 2025-03-05 | S | D | 1,906 | $298.55 | 10,054,488 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $298.0600 to $299.0450. 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 | 2025-03-05 | S | D | 956 | $304.03 | 10,047,526 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $303.4850 to $304.4800. 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. |