Form 4 for MORN Morningstar, Inc.
Accepted 2025-11-24 00:00:00 ET · period of report 2025-11-20 · accession 0001324069-25-000024 · 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 | 2025-11-24 | 2025-11-20+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $211.06 | -14.5K | 8.60M | -0.2% | -$3.06M |
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 | 2025-11-21 | S | D | 87 | $214.84 | 8,602,417 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $214.7200 to $215.0000. 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 | 2025-11-20 | S | D | 2,069 | $211.71 | 8,609,744 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $211.2300 to $212.1100. 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 | 2025-11-20 | S | D | 1,104 | $209.82 | 8,615,813 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $209.2200 to $210.1971. 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 | 2025-11-20 | S | D | 4,000 | $210.72 | 8,611,813 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $210.2300 to $211.2172. 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 | 2025-11-21 | S | D | 361 | $214.12 | 8,602,504 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $213.6550 to $214.6300. 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 | 2025-11-20 | S | D | 77 | $212.62 | 8,609,667 | D | — | — | |
| 7 | Common | Common Stock | 2025-11-21 | S | D | 2,701 | $210.15 | 8,606,966 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $209.5200 to $210.5100. 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 | 2025-11-21 | S | D | 3,535 | $211.41 | 8,603,431 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $210.5450 to $212.4400. 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. |
| 9 | Common | Common Stock | 2025-11-21 | S | D | 566 | $212.82 | 8,602,865 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $212.5800 to $213.5250. 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. |