Form 4 for MORN Morningstar, Inc.
Accepted 2025-11-26 00:00:00 ET · period of report 2025-11-24 · accession 0001324069-25-000026 · 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 | 2025-11-26 | 2025-11-24+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $212.90 | -1,602 | 8.60M | -0.0% | -$341.1K |
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 | 2025-11-25 | S | D | 570 | $213.75 | 8,600,893 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $213.2650 to $214.2500. 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 | 2025-11-25 | S | D | 78 | $214.51 | 8,600,815 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $214.3200 to $214.6200. 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 | 2025-11-25 | S | D | 481 | $212.74 | 8,601,463 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $212.2100 to $213.1800. 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 | 2025-11-25 | S | D | 157 | $211.31 | 8,601,944 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $211.0100 to $211.8400. 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 | 2025-11-24 | S | D | 316 | $211.99 | 8,602,101 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $211.8800 to $212.1750. 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. |