Form 4 for MORN Morningstar, Inc.
Accepted 2025-11-14 00:00:00 ET · period of report 2025-11-12 · accession 0001324069-25-000018 · 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 | 2025-11-14 | 2025-11-12+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $215.17 | -14.1K | 8.64M | -0.2% | -$3.03M |
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 | 2025-11-12 | S | D | 1,609 | $214.07 | 8,651,945 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $213.6000 to $214.5400. 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 | 2025-11-12 | S | D | 4,284 | $215.18 | 8,647,661 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $214.6400 to $215.6200. 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. |
| 3 | Common | Common Stock | 2025-11-12 | S | D | 1,357 | $215.73 | 8,646,304 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $215.6500 to $216.2200. 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 | 2025-11-13 | S | D | 6,708 | $215.28 | 8,639,596 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $215.2500 to $216.0500. 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 | 2025-11-13 | S | D | 140 | $216.60 | 8,639,456 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $216.3500 to $216.9200. 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. |