Form 4 for MORN Morningstar, Inc.
Accepted 2025-05-27 00:00:00 ET · period of report 2025-05-22 · accession 0001289419-25-000129 · 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 | 2025-05-27 | 2025-05-22+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $306.36 | -9,792 | 9.43M | -0.1% | -$3.00M |
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 | 2025-05-22 | S | D | 1,519 | $307.29 | 9,431,657 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $306.8400 to $307.7800. 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 | 2025-05-22 | S | D | 1,279 | $307.94 | 9,430,378 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $307.8700 to $308.0000. 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 | 2025-05-23 | S | D | 1,296 | $305.80 | 9,429,082 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $305.6700 to $305.9850. 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 | 2025-05-27 | S | D | 356 | $306.14 | 9,428,524 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $305.5450 to $306.5250. 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 | 2025-05-27 | S | D | 564 | $306.96 | 9,427,960 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $306.5550 to $307.5000. 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. |
| 6 | Common | Common Stock | 2025-05-27 | S | D | 114 | $307.97 | 9,427,846 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $307.5550 to $308.5050. 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 | 2025-05-27 | S | D | 10 | $308.71 | 9,427,836 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $308.5750 to $308.9400. 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 | 2025-05-22 | S | D | 1,471 | $306.51 | 9,433,176 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $305.8400 to $306.8100. 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. |
| 9 | Common | Common Stock | 2025-05-22 | S | D | 2,981 | $305.30 | 9,434,647 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $304.8200 to $305.7900. 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 | 2025-05-27 | S | D | 202 | $305.06 | 9,428,880 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $304.4900 to $305.3900. 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. |