Form 4 for MORN Morningstar, Inc.
Accepted 2026-02-04 00:00:00 ET · period of report 2026-02-02 · accession 0001324069-26-000002 · 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 | 2026-02-04 | 2026-02-02 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $202.38 | -857 | 8.24M | -0.0% | -$173.4K |
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 | 2026-02-02 | S | D | 439 | $201.47 | 8,237,793 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $201.1000 to $202.0700. 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 | 2026-02-02 | S | D | 418 | $203.34 | 8,237,375 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $202.5600 to $203.4550. 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. |