Form 4 for MORN Morningstar, Inc.
Accepted 2023-01-04 00:00:00 ET · period of report 2023-01-03 · accession 0001062993-23-000365 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| M | 2023-01-04 | 2023-01-03 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $217.86 | -2,859 | 11.67M | -0.0% | -$622.9K |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2023-01-03 | S | D | 671 | $218.92 | 11,668,225 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $218.7400 to $219.4800. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 2 | Common | Common Stock | 2023-01-03 | S | D | 1,135 | $218.15 | 11,668,896 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $217.6800 to $218.6000. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 3 | Common | Common Stock | 2023-01-03 | S | D | 765 | $217.18 | 11,670,031 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $216.6400 to $217.5800. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| 4 | Common | Common Stock | 2023-01-03 | S | D | 288 | $216.03 | 11,670,796 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $215.6300 to $216.5900. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |