Morningstar, Inc. files with the SEC under CIK 0001289419 and is classified as investment advice. We track it alongside the rest of the Financials sector.
Footnote F1 (shares): Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in full on September 1, 2027, pursuant to the terms of the award agreement.
Footnote F1 (shares): Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in full on September 1, 2027, pursuant to the terms of the award agreement.
Footnote F2 (price): The transaction was executed in multiple trades at prices ranging from $182.1400 to $182.8300. 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… Full note on SEC EDGAR
Footnote F2 (price): The transaction was executed in multiple trades at prices ranging from $175.6800 to $176.6300. 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… Full note on SEC EDGAR
Footnote F3 (price): The transaction was executed in multiple trades at prices ranging from $176.7150 to $177.2100. 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… Full note on SEC EDGAR
Footnote F4 (price): The transaction was executed in multiple trades at prices ranging from $178.1000 to $179.0900. 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… Full note on SEC EDGAR
Footnote F5 (price): The transaction was executed in multiple trades at prices ranging from $179.1600 to $179.9450. 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… Full note on SEC EDGAR
Footnote F6 (price): The transaction was executed in multiple trades at prices ranging from $180.3600 to $182.3200. 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… Full note on SEC EDGAR
Footnote F7 (price): The transaction was executed in multiple trades at prices ranging from $181.3600 to $182.3200. 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… Full note on SEC EDGAR
Footnote F8 (price): The transaction was executed in multiple trades at prices ranging from $182.4200 to $183.1300. 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… Full note on SEC EDGAR
Footnote F9 (price): The transaction was executed in multiple trades at prices ranging from $181.3100 to $182.2250. 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… Full note on SEC EDGAR
Footnote F10 (price): The transaction was executed in multiple trades at prices ranging from $182.3450 to $183.3300. 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… Full note on SEC EDGAR
Footnote F11 (price): The transaction was executed in multiple trades at prices ranging from $183.3800 to $183.4200. 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… Full note on SEC EDGAR
Footnote F2 (price): The transaction was executed in multiple trades at prices ranging from $156.5050 to $157.3600. 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… Full note on SEC EDGAR
Footnote F3 (price): The transaction was executed in multiple trades at prices ranging from $157.5550 to $158.4500. 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… Full note on SEC EDGAR
Footnote F4 (price): The transaction was executed in multiple trades at prices ranging from $158.8050 to $159.7000. 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… Full note on SEC EDGAR
Footnote F5 (price): The transaction was executed in multiple trades at prices ranging from $159.9900 to $160.9800. 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… Full note on SEC EDGAR
Footnote F6 (price): The transaction was executed in multiple trades at prices ranging from $161.0000 to $161.9900. 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… Full note on SEC EDGAR
Footnote F7 (price): The transaction was executed in multiple trades at prices ranging from $162.0050 to $162.9850. 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… Full note on SEC EDGAR
Footnote F8 (price): The transaction was executed in multiple trades at prices ranging from $161.9800 to $162.8950. 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… Full note on SEC EDGAR
Footnote F9 (price): The transaction was executed in multiple trades at prices ranging from $163.1000 to $163.8350. 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… Full note on SEC EDGAR
Footnote F10 (price): The transaction was executed in multiple trades at prices ranging from $164.1600 to $165.1200. 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… Full note on SEC EDGAR
Footnote F11 (price): The transaction was executed in multiple trades at prices ranging from $165.1650 to $165.9500. 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… Full note on SEC EDGAR
Footnote F12 (price): The transaction was executed in multiple trades at prices ranging from $166.9850 to $167.4200. 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… Full note on SEC EDGAR
Footnote F13 (price): The transaction was executed in multiple trades at prices ranging from $168.1000 to $168.8500. 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… Full note on SEC EDGAR
Footnote F14 (price): The transaction was executed in multiple trades at prices ranging from $169.3600 to $170.2100. 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… Full note on SEC EDGAR
Footnote F15 (price): The transaction was executed in multiple trades at prices ranging from $170.4450 to $171.2600. 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… Full note on SEC EDGAR
Footnote F16 (price): The transaction was executed in multiple trades at prices ranging from $171.7300 to $172.7000. 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… Full note on SEC EDGAR
Footnote F2 (price): The transaction was executed in multiple trades at prices ranging from $161.7500 to $162.7250. 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… Full note on SEC EDGAR
Footnote F3 (price): The transaction was executed in multiple trades at prices ranging from $160.8500 to $161.7900. 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… Full note on SEC EDGAR
Footnote F4 (price): The transaction was executed in multiple trades at prices ranging from $161.8900 to $162.6750. 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… Full note on SEC EDGAR
Footnote F2 (price): The transaction was executed in multiple trades at prices ranging from $159.0300 to $159.9950. 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… Full note on SEC EDGAR
Footnote F3 (price): The transaction was executed in multiple trades at prices ranging from $160.0300 to $161.0000. 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… Full note on SEC EDGAR
Footnote F4 (price): The transaction was executed in multiple trades at prices ranging from $161.0350 to $162.0500. 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… Full note on SEC EDGAR
Footnote F5 (price): The transaction was executed in multiple trades at prices ranging from $157.4400 to $158.3800. 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… Full note on SEC EDGAR
Footnote F6 (price): The transaction was executed in multiple trades at prices ranging from $158.5700 to $159.5600. 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… Full note on SEC EDGAR
Footnote F7 (price): The transaction was executed in multiple trades at prices ranging from $159.7150 to $160.4600. 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… Full note on SEC EDGAR
Footnote F8 (price): The transaction was executed in multiple trades at prices ranging from $160.7650 to $161.9550. 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… Full note on SEC EDGAR
Footnote F9 (price): The transaction was executed in multiple trades at prices ranging from $162.1650 to $163.0500. 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… Full note on SEC EDGAR
Footnote F2 (price): The transaction was executed in multiple trades at prices ranging from $154.3500 to $155.2250. 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… Full note on SEC EDGAR
Footnote F3 (price): The transaction was executed in multiple trades at prices ranging from $155.3500 to $155.9650. 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… Full note on SEC EDGAR
Footnote F4 (price): The transaction was executed in multiple trades at prices ranging from $156.4450 to $156.5650. 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… Full note on SEC EDGAR
Footnote F5 (price): The transaction was executed in multiple trades at prices ranging from $154.2000 to $155.0000. 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… Full note on SEC EDGAR
Footnote F6 (price): The transaction was executed in multiple trades at prices ranging from $155.3600 to $156.2600. 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… Full note on SEC EDGAR
Footnote F7 (price): The transaction was executed in multiple trades at prices ranging from $156.4750 to $157.4550. 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… Full note on SEC EDGAR
Footnote F8 (price): The transaction was executed in multiple trades at prices ranging from $157.4800 to $158.4775. 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… Full note on SEC EDGAR
Footnote F9 (price): The transaction was executed in multiple trades at prices ranging from $158.5500 to $159.4600. 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… Full note on SEC EDGAR
Footnote F10 (price): The transaction was executed in multiple trades at prices ranging from $159.6000 to $160.1250. 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… Full note on SEC EDGAR
Footnote F2 (price): The transaction was executed in multiple trades at prices ranging from $164.4700 to $165.4600. 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… Full note on SEC EDGAR
Footnote F3 (price): The transaction was executed in multiple trades at prices ranging from $165.5100 to $166.5000. 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… Full note on SEC EDGAR
Footnote F4 (price): The transaction was executed in multiple trades at prices ranging from $162.7000 to $163.3700. 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… Full note on SEC EDGAR
Footnote F2 (price): The transaction was executed in multiple trades at prices ranging from $179.3900 to $180.3700. 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… Full note on SEC EDGAR
Footnote F3 (price): The transaction was executed in multiple trades at prices ranging from $180.3900 to $181.3850. 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… Full note on SEC EDGAR
Footnote F4 (price): The transaction was executed in multiple trades at prices ranging from $181.4500 to $182.3300. 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… Full note on SEC EDGAR
Footnote F5 (price): The transaction was executed in multiple trades at prices ranging from $179.9100 to $180.7400. 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… Full note on SEC EDGAR
Footnote F6 (price): The transaction was executed in multiple trades at prices ranging from $181.6700 to $182.5200. 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… Full note on SEC EDGAR
Footnote F7 (price): The transaction was executed in multiple trades at prices ranging from $182.8900 to $183.7600. 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… Full note on SEC EDGAR
Footnote F8 (price): The transaction was executed in multiple trades at prices ranging from $184.5100 to $185.4200. 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… Full note on SEC EDGAR
Footnote F9 (price): The transaction was executed in multiple trades at prices ranging from $185.5500 to $186.4450. 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… Full note on SEC EDGAR
Footnote F10 (price): The transaction was executed in multiple trades at prices ranging from $186.6000 to $187.3500. 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… Full note on SEC EDGAR
Footnote F11 (price): The transaction was executed in multiple trades at prices ranging from $187.6510 to $188.4150. 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… Full note on SEC EDGAR
Footnote F12 (price): The transaction was executed in multiple trades at prices ranging from $168.2900 to $168.9000. 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… Full note on SEC EDGAR
Footnote F13 (price): The transaction was executed in multiple trades at prices ranging from $169.7900 to $170.8300. 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… Full note on SEC EDGAR
Footnote F14 (price): The transaction was executed in multiple trades at prices ranging from $171.2000 to $172.1200. 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… Full note on SEC EDGAR
Footnote F15 (price): The transaction was executed in multiple trades at prices ranging from $172.2300 to $173.0050. 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… Full note on SEC EDGAR
Footnote F2 (price): 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… Full note on SEC EDGAR
Footnote F3 (price): 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… Full note on SEC EDGAR
Footnote F2 (price): The transaction was executed in multiple trades at prices ranging from $211.8800 to $212.1750. 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… Full note on SEC EDGAR
Footnote F3 (price): The transaction was executed in multiple trades at prices ranging from $211.0100 to $211.8400. 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… Full note on SEC EDGAR
Footnote F4 (price): The transaction was executed in multiple trades at prices ranging from $212.2100 to $213.1800. 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… Full note on SEC EDGAR
Footnote F5 (price): The transaction was executed in multiple trades at prices ranging from $213.2650 to $214.2500. 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… Full note on SEC EDGAR
Footnote F6 (price): The transaction was executed in multiple trades at prices ranging from $214.3200 to $214.6200. 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… Full note on SEC EDGAR
Footnote F2 (price): The transaction was executed in multiple trades at prices ranging from $209.2200 to $210.1971. 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… Full note on SEC EDGAR
Footnote F3 (price): The transaction was executed in multiple trades at prices ranging from $210.2300 to $211.2172. 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… Full note on SEC EDGAR
Footnote F4 (price): The transaction was executed in multiple trades at prices ranging from $211.2300 to $212.1100. 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… Full note on SEC EDGAR
Footnote F5 (price): The transaction was executed in multiple trades at prices ranging from $209.5200 to $210.5100. 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… Full note on SEC EDGAR
Footnote F6 (price): The transaction was executed in multiple trades at prices ranging from $210.5450 to $212.4400. 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… Full note on SEC EDGAR
Footnote F7 (price): The transaction was executed in multiple trades at prices ranging from $212.5800 to $213.5250. 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… Full note on SEC EDGAR
Footnote F8 (price): The transaction was executed in multiple trades at prices ranging from $213.6550 to $214.6300. 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… Full note on SEC EDGAR
Footnote F9 (price): The transaction was executed in multiple trades at prices ranging from $214.7200 to $215.0000. 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… Full note on SEC EDGAR
Footnote F2 (price): The transaction was executed in multiple trades at prices ranging from $206.7300 to $207.7050. 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… Full note on SEC EDGAR
Footnote F3 (price): The transaction was executed in multiple trades at prices ranging from $207.7350 to $208.7250. 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… Full note on SEC EDGAR
Footnote F4 (price): The transaction was executed in multiple trades at prices ranging from $208.7950 to $209.7800. 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… Full note on SEC EDGAR
Footnote F5 (price): The transaction was executed in multiple trades at prices ranging from $209.8200 to $210.7500. 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… Full note on SEC EDGAR
Footnote F6 (price): The transaction was executed in multiple trades at prices ranging from $208.8500 to $209.8350. 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… Full note on SEC EDGAR
Footnote F7 (price): The transaction was executed in multiple trades at prices ranging from $209.8600 to $210.8200. 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… Full note on SEC EDGAR
Footnote F8 (price): The transaction was executed in multiple trades at prices ranging from $210.9250 to $211.5900. 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… Full note on SEC EDGAR
Footnote F2 (price): The transaction was executed in multiple trades at prices ranging from $212.9850 to $213.8000. 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… Full note on SEC EDGAR
Footnote F3 (price): The transaction was executed in multiple trades at prices ranging from $210.9500 to $211.6600. 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… Full note on SEC EDGAR
Footnote F2 (price): The transaction was executed in multiple trades at prices ranging from $213.6000 to $214.5400. 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… Full note on SEC EDGAR
Footnote F3 (price): The transaction was executed in multiple trades at prices ranging from $214.6400 to $215.6200. 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… Full note on SEC EDGAR
Footnote F4 (price): The transaction was executed in multiple trades at prices ranging from $215.6500 to $216.2200. 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… Full note on SEC EDGAR
Footnote F5 (price): The transaction was executed in multiple trades at prices ranging from $215.2500 to $216.0500. 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… Full note on SEC EDGAR
Footnote F6 (price): The transaction was executed in multiple trades at prices ranging from $216.3500 to $216.9200. 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… Full note on SEC EDGAR
Footnote F2 (price): The transaction was executed in multiple trades at prices ranging from $210.6400 to $211.5900. 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… Full note on SEC EDGAR
Footnote F3 (price): The transaction was executed in multiple trades at prices ranging from $211.6500 to $212.6300. 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… Full note on SEC EDGAR
Footnote F4 (price): The transaction was executed in multiple trades at prices ranging from $213.0200 to $213.5400. 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… Full note on SEC EDGAR
Footnote F5 (price): The transaction was executed in multiple trades at prices ranging from $214.2350 to $215.1400. 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… Full note on SEC EDGAR
Footnote F6 (price): The transaction was executed in multiple trades at prices ranging from $215.3200 to $215.3700. 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… Full note on SEC EDGAR
Footnote F7 (price): The transaction was executed in multiple trades at prices ranging from $214.4900 to $215.4600. 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… Full note on SEC EDGAR
Footnote F8 (price): The transaction was executed in multiple trades at prices ranging from $215.5010 to $215.8400. 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… Full note on SEC EDGAR
Footnote F9 (price): The transaction was executed in multiple trades at prices ranging from $214.0850 to $215.0500. 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… Full note on SEC EDGAR
Footnote F10 (price): The transaction was executed in multiple trades at prices ranging from $215.0900 to $216.0500. 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… Full note on SEC EDGAR
Footnote F11 (price): The transaction was executed in multiple trades at prices ranging from $216.0900 to $217.0050. 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… Full note on SEC EDGAR
Footnote F12 (price): The transaction was executed in multiple trades at prices ranging from $217.1400 to $217.1950. 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… Full note on SEC EDGAR
Footnote F2 (price): The transaction was executed in multiple trades at prices ranging from $210.6700 to $211.6550. 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… Full note on SEC EDGAR
Footnote F3 (price): The transaction was executed in multiple trades at prices ranging from $211.7000 to $212.6600. 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… Full note on SEC EDGAR
Footnote F4 (price): The transaction was executed in multiple trades at prices ranging from $212.7200 to $212.7800. 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… Full note on SEC EDGAR
Footnote F5 (price): The transaction was executed in multiple trades at prices ranging from $211.5500 to $211.7300. 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… Full note on SEC EDGAR
Footnote F2 (price): The transaction was executed in multiple trades at prices ranging from $211.3100 to $212.2800. 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… Full note on SEC EDGAR
Footnote F5 (price): The transaction was executed in multiple trades at prices ranging from $212.3100 to $213.2800. 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… Full note on SEC EDGAR
Footnote F6 (price): The transaction was executed in multiple trades at prices ranging from $213.3100 to $213.6900. 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… Full note on SEC EDGAR
Footnote F7 (price): The transaction was executed in multiple trades at prices ranging from $212.3100 to $213.2900. 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… Full note on SEC EDGAR
Footnote F8 (price): The transaction was executed in multiple trades at prices ranging from $213.3150 to $214.2750. 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… Full note on SEC EDGAR
Footnote F9 (price): The transaction was executed in multiple trades at prices ranging from $214.3800 to $214.9450. 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… Full note on SEC EDGAR
An insider files Form 144 before selling restricted or control stock. It announces a planned sale. If the sale goes ahead, it shows up later on a Form 4.
Morningstar, Inc. (MORN) had 12 insider filings in the last 90 days, with the most recent on 2026-10-02. The full record for MORN runs to 106 Form 4 filings, the earliest from 2024-10-30. InsiderAlpha adds new Form 4, Form 144 and 8-K filings as they arrive from SEC EDGAR.
How many insiders are buying MORN stock?
No insider purchases of MORN were filed in the last 90 days. 1 purchase is on record for this company.
How many insiders are selling MORN stock?
66 insider sales of MORN were filed in the last 90 days, totaling $20.71M.
Where can I see MORN SEC filings (Form 4, 10-K, 10-Q, 8-K)?
This page collects MORN Form 4 insider transactions, Form 144 sale notices and 8-K filings in one place. Annual 10-K and quarterly 10-Q reports live on the company's SEC EDGAR page.
Dollar totals cover purchases and sales only (codes P and S). Grants, option exercises, gifts and tax withholding are counted in shares, because none of them is a trade at a market price.
House of Representatives Periodic Transaction Reports from 2024. Senate filings are not included yet. The full history of MORN beside its insider purchases is in the Congress Tracker.
Joseph D. Mansueto - OfficerOpen-market sale$48K
April McClain DelaneyDemocrat, MD-06
