Form 4 for MORN Morningstar, Inc.
Accepted 2025-05-15 00:00:00 ET · period of report 2025-05-13 · accession 0001289419-25-000092 · 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 | 2025-05-15 | 2025-05-13+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $309.12 | -9,474 | 9.47M | -0.1% | -$2.93M |
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 | 2025-05-13 | S | D | 759 | $310.90 | 9,467,119 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $310.5800 to $311.1400. 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 | 2025-05-14 | S | D | 2,412 | $306.67 | 9,464,481 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $306.4900 to $306.9650. 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. |
| 3 | Common | Common Stock | 2025-05-13 | S | D | 4,727 | $309.97 | 9,467,878 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $309.5000 to $310.4650. 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 | 2025-05-13 | S | D | 1,350 | $309.07 | 9,472,605 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $308.4350 to $309.3900. 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. |
| 5 | Common | Common Stock | 2025-05-13 | S | D | 226 | $311.65 | 9,466,893 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $311.6150 to $311.9500. 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. |