Form 4 for MORN Morningstar, Inc.
Accepted 2025-03-13 00:00:00 ET · period of report 2025-03-11 · accession 0001289419-25-000055 · 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 | 2025-03-13 | 2025-03-11+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $283.38 | -18.1K | 10.03M | -0.2% | -$5.14M |
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 | 2025-03-12 | S | D | 3,290 | $284.62 | 10,030,526 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $284.4300 to $285.2100. 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 | 2025-03-12 | S | D | 301 | $287.34 | 10,029,332 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $286.8575 to $287.8500. 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 | 2025-03-12 | S | D | 124 | $287.99 | 10,029,208 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $287.8600 to $288.1400. 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 | 2025-03-11 | S | D | 7,162 | $281.92 | 10,040,170 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $281.5100 to $282.4800. 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. |
| 5 | Common | Common Stock | 2025-03-11 | S | D | 1,203 | $282.70 | 10,038,967 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $282.5100 to $283.3000. 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 | 2025-03-11 | S | D | 235 | $284.24 | 10,038,732 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $283.5900 to $284.5050. 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 | 2025-03-12 | S | D | 4,454 | $283.90 | 10,033,816 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $283.4300 to $284.4200. 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 | 2025-03-11 | S | D | 33 | $285.74 | 10,038,270 | D | — | — | |
| 9 | Common | Common Stock | 2025-03-11 | S | D | 429 | $285.19 | 10,038,303 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $284.6000 to $285.5900. 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. |
| 10 | Common | Common Stock | 2025-03-12 | S | D | 893 | $285.77 | 10,029,633 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $285.5800 to $286.3000. 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. |