Form 4 for MORN Morningstar, Inc.
Accepted 2025-08-22 00:00:00 ET · period of report 2025-08-20 · accession 0001324069-25-000009 · 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 | 2025-08-22 | 2025-08-20+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $262.10 | -15.5K | 9.32M | -0.2% | -$4.07M |
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 | 2025-08-20 | S | D | 4,323 | $259.91 | 9,335,908 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $259.3700 to $260.3500. 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. |
| 2 | Common | Common Stock | 2025-08-20 | S | D | 2,446 | $260.69 | 9,333,462 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $260.3700 to $261.3075. 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 | 2025-08-20 | S | D | 455 | $261.81 | 9,333,007 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $261.3800 to $262.3100. 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 | 2025-08-20 | S | D | 26 | $262.41 | 9,332,981 | D | — | — | |
| 5 | Common | Common Stock | 2025-08-21 | S | D | 1,014 | $261.42 | 9,331,967 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $261.3300 to $261.6200. 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 | 2025-08-22 | S | D | 465 | $260.58 | 9,331,502 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $259.9850 to $260.9100. 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 | 2025-08-22 | S | D | 691 | $261.81 | 9,330,811 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $261.3000 to $262.1200. 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 | 2025-08-22 | S | D | 948 | $262.77 | 9,329,863 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $262.3100 to $263.2800. 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 | 2025-08-22 | S | D | 1,596 | $264.05 | 9,328,267 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $263.3200 to $264.3100. 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 | 2025-08-22 | S | D | 2,846 | $265.04 | 9,325,421 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $264.3550 to $265.3500. 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. |
| 11 | Common | Common Stock | 2025-08-22 | S | D | 704 | $265.67 | 9,324,717 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $265.4150 to $265.9000. 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. |