Every Form 4 that Morningstar, Inc. (MORN) has filed with the SEC in the last 12 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A Form 4 covers the transactions officers, directors and large holders report, so if you follow MORN and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full MORN filings page.
Morningstar, Inc. (MORN) reported insider transactions by its Executive Chairman, who is also a Director and 10% Owner. On 11/05/2025 and 11/06/2025, the reporting person executed open‑market sales of common stock pursuant to a Rule 10b5‑1 trading plan adopted on November 15, 2024.
Reported sales included 6,668 shares at a weighted average price of $210.9357, 530 shares at $212.1119, 52 shares at $212.75, and 4,093 shares at $211.6135. Following these transactions, the reporting person beneficially owned 8,675,304 shares directly. Additional indirect holdings were reported as 5,948,127 shares held by grantor retained annuity trusts and 150,000 shares held in trusts for the reporting person’s children.
Prices reflect weighted averages across multiple trades, with the filer undertaking to provide full trade details upon request.
Morningstar (MORN) Executive Chairman, Director, and 10% owner reported open-market sales of common stock under a Rule 10b5-1 plan adopted on November 15, 2024. Across November 3–4, 2025, the reporting person sold a total of 14,168 shares in multiple trades with weighted average prices reported at $211.708, $212.5344, $213.5507, $212.9336, $213.8782, and $214.5935.
After the transactions, directly held shares were 8,686,647. Additional indirect holdings were reported as 5,948,127 shares held by grantor retained annuity trusts and 150,000 shares held in trusts for the reporting person’s children.