Form 4 for MORN Morningstar, Inc.
Accepted 2025-08-14 00:00:00 ET · period of report 2025-08-12 · accession 0001324069-25-000005 · 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 | 2025-08-14 | 2025-08-12+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $257.87 | -18.4K | 9.37M | -0.2% | -$4.76M |
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 | 2025-08-12 | S | D | 260 | $258.56 | 9,373,175 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $258.4000 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. |
| 2 | Common | Common Stock | 2025-08-13 | S | D | 6,382 | $257.78 | 9,366,793 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $257.3200 to $258.2600. 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 | 2025-08-13 | S | D | 596 | $258.61 | 9,366,197 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $258.3700 to $259.3600. 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 | 2025-08-13 | S | D | 84 | $260.82 | 9,365,925 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $260.5750 to $261.0300. 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 | 2025-08-14 | S | D | 3,944 | $260.28 | 9,361,981 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $260.0500 to $260.6686. 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 | 2025-08-12 | S | D | 1,957 | $254.79 | 9,378,468 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $254.3100 to $255.2741. 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 | 2025-08-12 | S | D | 899 | $255.78 | 9,377,569 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $255.3318 to $256.2950. 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 | 2025-08-12 | S | D | 1,638 | $257.74 | 9,373,435 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $257.4000 to $258.3600. 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 | 2025-08-12 | S | D | 2,496 | $257.07 | 9,375,073 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $256.3982 to $257.3950. 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 | 2025-08-13 | S | D | 188 | $259.77 | 9,366,009 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $259.3900 to $260.3450. 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. |