Daniel Joseph Dunn - 15 Nov 2025 Form 4 Insider Report for Morningstar, Inc. (MORN)

Role
Chief Revenue Officer
Signature
/s/ Kathleen Peacock, by power of attorney
Issuer symbol
MORN
Transactions as of
15 Nov 2025
Transactions value $
-$32,640
Form type
4
Filing time
18 Nov 2025, 18:07:39 UTC
Previous filing
19 May 2025
SEC
View on sec.gov

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Dunn Daniel Joseph Chief Revenue Officer C/O MORNINGSTAR, INC., 22 W WASHINGTON ST, CHICAGO /s/ Kathleen Peacock, by power of attorney 18 Nov 2025 0001692166

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MORN Common Stock Options Exercise $0 +346 +2.36% $0.00 15K 15 Nov 2025 Direct F1
transaction MORN Common Stock Tax liability -$32.6K -154 -1.03% $211.95 14.9K 15 Nov 2025 Direct

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction MORN Market Stock Units Options Exercise -346 -100% 0 15 Nov 2025 Common Stock 346 Direct F1
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022.