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Sell4
Morningstar, Inc.
MORN
Total Value
$4.1M
Net $4.1M sold
Sales
$4.1M
11 transactions
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
- Aug 22, 2025
- Transaction Date
- Aug 20, 2025
- Accession Number
- 0001324069-25-000009
- Form Type
- 4
- Net Trading Amount
- -$4.1M
Non-Derivative Transactions
| Date | Security | Shares | Price | Type | Value |
|---|---|---|---|---|---|
| Aug 20, 2025 | Common Stock | 4,323 | $259.91 | Sale | $1.1M |
| Aug 20, 2025 | Common Stock | 2,446 | $260.69 | Sale | $637.6K |
| Aug 20, 2025 | Common Stock | 455 | $261.81 | Sale | $119.1K |
| Aug 20, 2025 | Common Stock | 26 | $262.40 | Sale | $6.8K |
| Aug 21, 2025 | Common Stock | 1,014 | $261.42 | Sale | $265.1K |
| Aug 22, 2025 | Common Stock | 465 | $260.58 | Sale | $121.2K |
| Aug 22, 2025 | Common Stock | 691 | $261.81 | Sale | $180.9K |
| Aug 22, 2025 | Common Stock | 948 | $262.77 | Sale | $249.1K |
| Aug 22, 2025 | Common Stock | 1,596 | $264.05 | Sale | $421.4K |
| Aug 22, 2025 | Common Stock | 2,846 | $265.04 | Sale | $754.3K |
| Aug 22, 2025 | Common Stock | 704 | $265.67 | Sale | $187.0K |
Footnotes
- (F1)The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024.
- (F2)The transaction was executed in multiple trades at prices ranging from $259.3700 to $260.3500. 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.
- (F3)The transaction was executed in multiple trades at prices ranging from $260.3700 to $261.3075. 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.
- (F4)The transaction was executed in multiple trades at prices ranging from $261.3800 to $262.3100. 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.
- (F5)The transaction was executed in multiple trades at prices ranging from $261.3300 to $261.6200. 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.
- (F6)The transaction was executed in multiple trades at prices ranging from $259.9850 to $260.9100. 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.
- (F7)The transaction was executed in multiple trades at prices ranging from $261.3000 to $262.1200. 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.
- (F8)The transaction was executed in multiple trades at prices ranging from $262.3100 to $263.2800. 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.
- (F9)The transaction was executed in multiple trades at prices ranging from $263.3200 to $264.3100. 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.
- (F10)The transaction was executed in multiple trades at prices ranging from $264.3550 to $265.3500. 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.
- (F11)The transaction was executed in multiple trades at prices ranging from $265.4150 to $265.9000. 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.
- (F12)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.
- (F13)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.