Form 4 for MORN Morningstar, Inc.
Accepted 2025-03-17 00:00:00 ET · period of report 2025-03-13 · accession 0001289419-25-000060 · 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 | 2025-03-17 | 2025-03-13+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $286.20 | -1,372 | 10.03M | -0.0% | -$392.7K |
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 | 2025-03-14 | S | D | 788 | $286.96 | 10,027,893 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $286.4000 to $287.3900. 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 | 2025-03-14 | S | D | 183 | $285.91 | 10,028,681 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $285.3600 to $286.2750. 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 | 2025-03-14 | S | D | 57 | $287.47 | 10,027,836 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $287.4500 to $287.4900. 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 | 2025-03-13 | S | D | 2 | $287.10 | 10,029,206 | D | — | — | |
| 5 | Common | Common Stock | 2025-03-14 | S | D | 20 | $282.00 | 10,029,186 | D | — | — | |
| 6 | Common | Common Stock | 2025-03-14 | S | D | 59 | $283.22 | 10,029,127 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $283.1200 to $283.9650. 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 | 2025-03-14 | S | D | 263 | $284.84 | 10,028,864 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $284.3200 to $285.3000. 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. |