Form 4 for MORN Morningstar, Inc.
Accepted 2025-05-13 00:00:00 ET · period of report 2025-05-09 · accession 0001289419-25-000088 · 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 | 2025-05-13 | 2025-05-09+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $307.09 | -14.5K | 9.48M | -0.2% | -$4.45M |
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 | 2025-05-09 | S | D | 1,859 | $305.24 | 9,481,497 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $304.9900 to $305.8500. 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. |
| 2 | Common | Common Stock | 2025-05-12 | S | D | 1,232 | $310.22 | 9,475,653 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $309.8700 to $310.7350. 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 | 2025-05-12 | S | D | 1,240 | $309.36 | 9,476,885 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $308.8700 to $309.8400. 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 | 2025-05-09 | S | D | 5,099 | $304.61 | 9,483,356 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $303.9900 to $304.9600. 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 | 2025-05-12 | S | D | 1,698 | $311.73 | 9,473,955 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $310.8750 to $311.6400. 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. |
| 6 | Common | Common Stock | 2025-05-09 | S | D | 292 | $306.05 | 9,481,205 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $306.0050 to $306.2800. 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 | 2025-05-12 | S | D | 1,658 | $307.32 | 9,479,547 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $306.7600 to $307.7300. 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 | 2025-05-12 | S | D | 1,422 | $308.11 | 9,478,125 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $307.7750 to $308.7700. 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. |