Form 4 for MORN Morningstar, Inc.
Accepted 2025-05-16 00:00:00 ET · period of report 2025-05-15 · accession 0001289419-25-000094 · 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 | 2025-05-16 | 2025-05-15+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $307.78 | -14.5K | 9.45M | -0.2% | -$4.46M |
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 | 2025-05-15 | S | D | 104 | $307.79 | 9,457,452 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $307.6200 to $307.9950. 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 | 2025-05-15 | S | D | 350 | $306.66 | 9,457,556 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $306.4600 to $307.0600. 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 | 2025-05-15 | S | D | 6,575 | $305.94 | 9,457,906 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $305.4400 to $306.4350. 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 | 2025-05-15 | S | D | 135 | $309.32 | 9,457,317 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $308.8600 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. |
| 5 | Common | Common Stock | 2025-05-16 | S | D | 1,008 | $310.37 | 9,449,981 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $310.0700 to $310.9150. 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 | 2025-05-15 | S | D | 86 | $310.23 | 9,457,231 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $309.8800 to $310.4025. 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 | 2025-05-16 | S | D | 6,242 | $309.30 | 9,450,989 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $309.0600 to $310.0250. 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. |