Form 4 for MORN Morningstar, Inc.
Accepted 2025-05-05 00:00:00 ET · period of report 2025-05-01 · accession 0001289419-25-000075 · 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 | 2025-05-05 | 2025-05-01+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $288.07 | -14.4K | 9.52M | -0.2% | -$4.15M |
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 | 2025-05-02 | S | D | 514 | $288.21 | 9,520,138 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $287.9500 to $288.8350. 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 | 2025-05-02 | S | D | 279 | $294.08 | 9,513,416 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $293.8450 to $294.3550. 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 | 2025-05-02 | S | D | 1,854 | $293.21 | 9,513,695 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $292.8300 to $293.7900. 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. |
| 4 | Common | Common Stock | 2025-05-02 | S | D | 2,671 | $292.29 | 9,515,549 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $291.8100 to $292.7600. 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 | 2025-05-02 | S | D | 1,613 | $291.47 | 9,518,220 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $290.8050 to $291.7700. 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 | 2025-05-01 | S | D | 6,499 | $284.00 | 9,521,337 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $283.7200 to $284.7100. 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. (F3) In the first quarter of 2025, the reporting person contributed 500,000 shares of Morningstar common stock to a grantor retained annuity trust for the benefit of the reporting person and his children which are now reported as indirect holdings. |
| 7 | Common | Common Stock | 2025-05-01 | S | D | 671 | $284.99 | 9,520,666 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $284.7350 to $285.3400. 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 | 2025-05-02 | S | D | 14 | $285.90 | 9,520,652 | D | — | — | |
| 9 | Common | Common Stock | 2025-05-02 | S | D | 305 | $289.97 | 9,519,833 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $289.4000 to $290.2300. 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. |