Form 4 for MORN Morningstar, Inc.
Accepted 2025-05-09 00:00:00 ET · period of report 2025-05-07 · accession 0001289419-25-000084 · 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 | 2025-05-09 | 2025-05-07+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $300.89 | -14.5K | 9.50M | -0.2% | -$4.36M |
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 | 2025-05-07 | S | D | 507 | $295.77 | 9,501,640 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $295.4200 to $296.3100. 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 | 2025-05-07 | S | D | 808 | $294.80 | 9,502,147 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $294.3600 to $295.1200. 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 | 2025-05-08 | S | D | 1,052 | $306.79 | 9,488,455 | D | — | — | (F13) The transaction was executed in multiple trades at prices ranging from $306.6400 to $307.3700. 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 | 2025-05-08 | S | D | 2,358 | $305.93 | 9,489,507 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $305.6000 to $306.5500. 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 | 2025-05-08 | S | D | 968 | $305.15 | 9,491,865 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $304.5625 to $305.5300. 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 | 2025-05-08 | S | D | 426 | $303.87 | 9,492,833 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $303.5600 to $304.2200. 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 | 2025-05-08 | S | D | 1,750 | $302.52 | 9,493,259 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $302.0000 to $302.9400. 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 | 2025-05-08 | S | D | 462 | $301.32 | 9,495,009 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $300.8100 to $301.8000. 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. |
| 9 | Common | Common Stock | 2025-05-08 | S | D | 220 | $300.16 | 9,495,471 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $299.6300 to $300.6200. 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 | 2025-05-08 | S | D | 14 | $298.03 | 9,495,691 | D | — | — | |
| 11 | Common | Common Stock | 2025-05-07 | S | D | 866 | $299.04 | 9,495,705 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $298.5600 to $299.5000. 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. |
| 12 | Common | Common Stock | 2025-05-07 | S | D | 2,324 | $296.96 | 9,499,316 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $296.4500 to $297.4000. 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. |
| 13 | Common | Common Stock | 2025-05-07 | S | D | 2,745 | $297.94 | 9,496,571 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $297.4600 to $298.4400. 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. |