Form 4 for MORN Morningstar, Inc.
Accepted 2025-08-27 00:00:00 ET · period of report 2025-08-25 · accession 0001324069-25-000011 · 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 | 2025-08-27 | 2025-08-25+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $260.96 | -11.9K | 9.32M | -0.1% | -$3.10M |
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 | 2025-08-27 | S | D | 48 | $261.45 | 9,313,687 | D | — | — | |
| 2 | Common | Common Stock | 2025-08-27 | S | D | 130 | $263.07 | 9,313,557 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $262.5400 to $263.3600. 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. |
| 3 | Common | Common Stock | 2025-08-27 | S | D | 505 | $264.01 | 9,313,052 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $263.5500 to $264.4400. 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 | 2025-08-27 | S | D | 216 | $265.12 | 9,312,836 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $264.6400 to $265.4750. 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 | 2025-08-27 | S | D | 5,806 | $260.14 | 9,313,735 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $259.5400 to $260.5000. 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 | 2025-08-26 | S | D | 3,432 | $260.48 | 9,319,641 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $260.2900 to $261.0450. 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 | 2025-08-25 | S | D | 116 | $263.84 | 9,323,073 | D | — | — | |
| 8 | Common | Common Stock | 2025-08-25 | S | D | 1,528 | $263.10 | 9,323,189 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $262.8400 to $263.6850. 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 | 2025-08-26 | S | D | 100 | $261.67 | 9,319,541 | D | — | — |