Morningstar, Inc. (MORN): Chair sold ~$965K

~$965K

Approx. value · 3,689 sh @ $261.55

9.4M

Holds after · shares reported

Traded

Aug 6, 2025

Filed

Aug 6, 2025

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

1. Jul 22, 2025CongressDisclosed purchase of MORN — reported range $1,001 - $15,000
2. Aug 2, 2025CongressDisclosed purchase of MORN — reported range $15,001 - $50,000
3. Aug 4, 2025Insider · 1 personInsiders: 3 sales (~$1.8M)
4. Aug 4, 2025CongressDisclosed sale of MORN — reported range $1,001 - $15,000
5. Aug 5, 2025Insider · 1 personInsiders: 2 sales (~$107K)
6. Aug 6, 2025 · this disclosureInsiderChair sold ~$965K of MORN shares in the open market

What came next

1. Aug 6, 2025InsiderChair sold ~$163K of MORN shares in the open market
2. Aug 7, 2025Insider · 1 personInsiders: 4 sales (~$1.9M)
3. Aug 8, 2025Insider · 1 personInsiders: 4 sales (~$1.8M)
4. Aug 11, 2025Insider · 1 personInsiders: 4 sales (~$1.8M)
5. Aug 12, 2025Insider · 1 personInsiders: 5 sales (~$1.9M)
6. Aug 13, 2025Insider · 1 personInsiders: 4 sales (~$1.9M)
7. Aug 14, 2025InsiderChair sold ~$1.03M of MORN shares in the open market
8. Aug 15, 2025Insider · 1 personInsiders: 3 sales (~$1.9M)
9. Aug 18, 2025Insider · 1 personInsiders: 2 sales (~$1.9M)
10. Aug 19, 2025Insider · 1 personInsiders: 3 sales (~$1.9M)
11. Aug 20, 2025Insider · 1 personInsiders: 4 sales (~$1.9M)
12. Aug 21, 2025InsiderChair sold ~$265K of MORN shares in the open market
13. Aug 22, 2025Insider · 1 personInsiders: 6 sales (~$1.9M)
14. Aug 25, 2025Insider · 1 personInsiders: 2 sales (~$433K)
15. Aug 26, 2025Insider · 1 personInsiders: 2 sales (~$920K)
16. Aug 27, 2025Insider · 1 personInsiders: 5 sales (~$1.7M)
17. Oct 8, 2025Company filing · Form 8-K · Executive change, Reg FDChanged a top executive or board member, and shared information with investors“On October 8, 2025, Daniel Dunn, Chief Revenue Officer of Morningstar, Inc. (the “Company”) informed the Company that he will depart the Company to pursue another opportunity effective November 21, 2025.”
18. Oct 29, 2025Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
19. Oct 31, 2025Company filing · Form 8-K · Material agreement, Agreement endedSigned an important agreement, and ended an important agreement (and 2 more items)

How to read SEC Form 4

Form 4 is the filing that officers, directors and owners of more than 10% of a US-listed company must send to the SEC within two business days after they buy, sell or otherwise change their holding of the company's stock.

Full guide: What is an SEC Form 4?

What else is on file for Morningstar, Inc.

For Morningstar, Inc., OQRO holds 39 insider filings (SEC Form 4 or Form 144) and 7 federal contract awards dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its MORN page.

Other recent filings by Joseph D Mansueto, Executive Chairman

• SEC Form 4 at Morningstar, Inc. (MORN)Nov 13, 2026
• SEC Form 4 at Morningstar, Inc. (MORN)Nov 13, 2026
• SEC Form 4 at Morningstar, Inc. (MORN)Nov 13, 2026
• SEC Form 4 at Morningstar, Inc. (MORN)Nov 12, 2026
• SEC Form 4 at Morningstar, Inc. (MORN)Nov 12, 2026

The full history of Joseph D Mansueto, Executive Chairman is on the profile page.

How this filing works

• SEC Form 4
• Open-market purchase
• Rule 10b5-1 trading plans

Other disclosures at Morningstar, Inc.

• SEC Form 4Nov 13, 2026
• SEC Form 4Nov 13, 2026
• SEC Form 4Nov 13, 2026
• SEC Form 4Nov 12, 2026
• SEC Form 4Nov 12, 2026
• SEC Form 4Nov 12, 2026

Everything OQRO holds on this company is on its MORN page.