Form 4 for MORN Morningstar, Inc.
Accepted 2025-08-11 00:00:00 ET · period of report 2025-08-07 · accession 0001324069-25-000003 · 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 | 2025-08-11 | 2025-08-07+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $260.96 | -21.1K | 9.38M | -0.2% | -$5.50M |
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 | 2025-08-08 | S | D | 601 | $259.69 | 9,393,656 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $259.1100 to $260.0650. 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 | 2025-08-08 | S | D | 3,104 | $260.85 | 9,390,552 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $260.2450 to $261.1550. 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 | 2025-08-08 | S | D | 1,857 | $261.75 | 9,388,695 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $261.3000 to $262.2575. 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 | 2025-08-08 | S | D | 1,506 | $262.52 | 9,387,189 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $262.3000 to $263.1300. 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 | 2025-08-11 | S | D | 98 | $258.61 | 9,387,091 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $258.1500 to $258.9200. 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 | 2025-08-07 | S | D | 526 | $263.37 | 9,394,257 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $263.0700 to $263.6150. 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 | 2025-08-11 | S | D | 2,936 | $260.77 | 9,380,646 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $260.3100 to $261.3000. 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 | 2025-08-11 | S | D | 221 | $261.64 | 9,380,425 | D | — | — | (F13) The transaction was executed in multiple trades at prices ranging from $261.4900 to $261.7200. 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 | 2025-08-07 | S | D | 3,934 | $260.66 | 9,397,573 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $259.9900 to $260.9850. 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. |
| 10 | Common | Common Stock | 2025-08-07 | S | D | 2,284 | $261.40 | 9,395,289 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $260.9900 to $261.9300. 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. |
| 11 | Common | Common Stock | 2025-08-07 | S | D | 506 | $262.35 | 9,394,783 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $262.0100 to $263.0000. 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. |
| 12 | Common | Common Stock | 2025-08-11 | S | D | 3,509 | $259.84 | 9,383,582 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $259.3100 to $260.3000. 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. |