Form 4 for MORN Morningstar, Inc.
Accepted 2025-11-18 00:00:00 ET · period of report 2025-11-14 · accession 0001324069-25-000020 · 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 | 2025-11-18 | 2025-11-14+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $213.03 | -8,039 | 8.63M | -0.1% | -$1.71M |
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 | 2025-11-17 | S | D | 1,070 | $211.12 | 8,631,417 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $210.9500 to $211.6600. 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 | 2025-11-14 | S | D | 6,969 | $213.32 | 8,632,487 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $212.9850 to $213.8000. 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. |