Form 4 for MORN Morningstar, Inc.
Accepted 2025-08-19 00:00:00 ET · period of report 2025-08-15 · accession 0001324069-25-000007 · 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 | 2025-08-19 | 2025-08-15+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $258.77 | -21.8K | 9.34M | -0.2% | -$5.63M |
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 | 2025-08-15 | S | D | 2 | $260.68 | 9,354,731 | D | — | — | |
| 2 | Common | Common Stock | 2025-08-19 | S | D | 3,577 | $259.83 | 9,341,147 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $259.3400 to $260.3200. 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 | 2025-08-15 | S | D | 6,040 | $258.51 | 9,355,941 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $258.0800 to $259.0745. 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 | 2025-08-15 | S | D | 1,208 | $259.32 | 9,354,733 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $259.0808 to $259.5500. 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 | 2025-08-19 | S | D | 916 | $260.57 | 9,340,231 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $260.3450 to $261.0350. 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 | 2025-08-18 | S | D | 6,846 | $258.03 | 9,347,885 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $257.6300 to $258.6100. 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 | 2025-08-18 | S | D | 404 | $258.83 | 9,347,481 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $258.6500 to $258.9700. 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 | 2025-08-19 | S | D | 2,757 | $258.96 | 9,344,724 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $258.3250 to $259.2900. 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. |