Key facts
- This page summarizes Caroline J. Tsay's Form 4 filing for Morningstar, Inc. (MORN).
- 1 reported transaction and 0 derivative rows are listed below.
- Accepted by SEC: 30 Dec 2025, 16:22.
Caroline J. Tsay - 29 Dec 2025 Form 4 Insider Report for Morningstar, Inc. (MORN)
- Reporting relationship
- Director
- Issuer ticker
- MORN
- Reported as of
- 29 Dec 2025
- Net transaction value
- -$131,090
- SEC form
- 4
- Accepted by SEC
- 30 Dec 2025, 16:22:54 UTC
- Prior SEC filing
- 10 Jun 2025
- Next SEC filing
- 18 Mar 2026
- Source filing
- View source filing
- Reporting owner signature
- /s/ Kathleen Peacock, by power of attorney
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Caroline J. Tsay filed Form 4 for Morningstar, Inc. (MORN) on 30 Dec 2025.
Change
- Previous filing in this sequence was filed on 10 Jun 2025.
- Current net transaction value: -$131,090.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reporting Owners (1)
CIK 0001628434
Primary reporting owner
TSAY CAROLINE J
- Relationship
- Director
- Address
- 22 WEST WASHINGTON ST, CHICAGO
- Signature
- /s/ Kathleen Peacock, by power of attorney
- Signature date
- 30 Dec 2025
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
MORN
transaction
Common Stock
Sale
- Transaction value
- $131,090
- Shares
- -600
- Change %
- -14%
- Price
- $218.48
- Shares after
- 3,745
- Date
- 29 Dec 2025
- Ownership
- Direct
* marks a reported price that did not pass the local price check.