Form 4 for MORN Morningstar, Inc.
Accepted 2025-05-07 00:00:00 ET · period of report 2025-05-05 · accession 0001289419-25-000082 · 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 | 2025-05-07 | 2025-05-05+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $294.88 | -10.5K | 9.51M | -0.1% | -$3.08M |
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 | 2025-05-05 | S | D | 276 | $297.06 | 9,506,166 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $296.8000 to $297.4850. 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 | 2025-05-05 | S | D | 3,356 | $295.27 | 9,507,784 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $294.6600 to $295.6400. 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 | 2025-05-05 | S | D | 1,966 | $294.40 | 9,511,140 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $293.6450 to $294.6400. 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 | 2025-05-05 | S | D | 1,342 | $296.05 | 9,506,442 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $295.6700 to $296.6300. 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 | 2025-05-06 | S | D | 3,211 | $294.27 | 9,502,955 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $294.1500 to $295.0400. 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 | 2025-05-05 | S | D | 310 | $292.98 | 9,513,106 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $292.4650 to $293.4501. 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. |