Form 4 for MORN Morningstar, Inc.
Accepted 2025-08-06 00:00:00 ET · period of report 2025-08-04 · accession 0001289419-25-000150 · 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 | 2025-08-06 | 2025-08-04+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $268.47 | -11.3K | 9.41M | -0.1% | -$3.04M |
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 | 2025-08-04 | S | D | 3,164 | $272.87 | 9,407,711 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $272.4250 to $273.3700. 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 | 2025-08-04 | S | D | 1,499 | $273.72 | 9,406,212 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $273.4500 to $274.2400. 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 | 2025-08-05 | S | D | 280 | $270.07 | 9,405,932 | D | — | — | |
| 4 | Common | Common Stock | 2025-08-05 | S | D | 114 | $271.17 | 9,405,818 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $271.1350 to $271.1725. 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 | 2025-08-06 | S | D | 3,689 | $261.55 | 9,402,129 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $261.0700 to $262.0000. 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. |
| 6 | Common | Common Stock | 2025-08-06 | S | D | 622 | $262.38 | 9,401,507 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $262.2600 to $262.7100. 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 | 2025-08-04 | S | D | 1,961 | $271.90 | 9,410,875 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $271.4200 to $272.3500. 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. |