Form 4 for MORN Morningstar, Inc.
Accepted 2025-05-21 00:00:00 ET · period of report 2025-05-19 · accession 0001289419-25-000127 · 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 | 2025-05-21 | 2025-05-19+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $309.95 | -12.4K | 9.44M | -0.1% | -$3.83M |
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 | 2025-05-19 | S | D | 2,495 | $309.25 | 9,447,486 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $308.6700 to $309.6600. 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 | 2025-05-19 | S | D | 4,088 | $310.09 | 9,443,398 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $309.6900 to $310.6600. 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 | 2025-05-19 | S | D | 667 | $310.79 | 9,442,731 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $310.7050 to $311.1200. 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. |
| 4 | Common | Common Stock | 2025-05-20 | S | D | 4,897 | $310.05 | 9,437,834 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $309.6500 to $310.5800. 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 | 2025-05-20 | S | D | 206 | $310.81 | 9,437,628 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $310.7100 to $310.8100. 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. |