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Gift4
Morningstar, Inc.
MORN
Total Value
$0
Company Information
- Company Name
- Morningstar, Inc.
- Ticker Symbol
- MORN
- CIK
- 0001289419
Insider Information
- Role
- Executive Chairman, Director, 10% Owner
- Location
- CHICAGO, IL
DirectorOfficer10% Owner
Filing Details
- Filing Date
- Dec 15, 2025
- Transaction Date
- Dec 12, 2025
- Accession Number
- 0001324069-25-000028
- Form Type
- 4
Non-Derivative Transactions
| Date | Security | Shares | Price | Type | Value |
|---|---|---|---|---|---|
| Dec 12, 2025 | Common Stock | 27,775 | — | Bona Fide Gift | — |
Footnotes
- (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.
- (F3)The shares are held in grantor retained annuity trusts for the benefit of the reporting person and his children. The reporting person serves as trustee of the grantor retained annuity trusts.
- (F4)The shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts.