Form 4 for MORN Morningstar, Inc.
Accepted 2025-12-15 00:00:00 ET · period of report 2025-12-12 · accession 0001324069-25-000028 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-12-15 | 2025-12-12 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | G - Gift | $0.00 | -27.8K | 8.24M | -0.3% | $0 |
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 | 2025-12-12 | G | D | 27,775 | $0.00 | 8,238,232 | D | — | — | (F1) In the fourth quarter of 2025, the reporting person contributed 1,500,000 shares of Morningstar common stock to a grantor retained annuity trust for the benefit of the reporting person and his children which are now reported as indirect holdings. (F2) In the fourth quarter of 2025, 1,165,192 shares of Morningstar common stock were distributed to the reporting person from grantor retained annuity trusts established for the benefit of the reporting person and his children which were previously included as indirect holdings are now reported as directly held. |