Form 4 for MORN Morningstar, Inc.
Accepted 2023-02-03 00:00:00 ET · period of report 2023-02-01 · accession 0001062993-23-002094 · 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 | 2023-02-03 | 2023-02-01+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $250.64 | -18.8K | 11.66M | -0.2% | -$4.70M |
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 | 2023-02-02 | S | D | 100 | $247.30 | 11,659,163 | D | — | — | |
| 2 | Common | Common Stock | 2023-02-02 | S | D | 1,200 | $258.54 | 11,649,458 | D | — | — | (F14) The transaction was executed in multiple trades at prices ranging from $258.0300 to $258.9750. 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 | 2023-02-02 | S | D | 1,861 | $257.45 | 11,650,658 | D | — | — | (F13) The transaction was executed in multiple trades at prices ranging from $256.9900 to $257.9500. 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 | 2023-02-02 | S | D | 2,788 | $256.51 | 11,652,519 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $255.9100 to $256.8900. 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. |
| 5 | Common | Common Stock | 2023-02-02 | S | D | 2,076 | $255.29 | 11,655,307 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $254.8900 to $255.8500. 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. |
| 6 | Common | Common Stock | 2023-02-01 | S | D | 2,500 | $242.45 | 11,665,725 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $241.8800 to $242.8700. 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. |
| 7 | Common | Common Stock | 2023-02-01 | S | D | 2,158 | $243.28 | 11,663,567 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $242.8900 to $243.8300. 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. |
| 8 | Common | Common Stock | 2023-02-01 | S | D | 280 | $244.35 | 11,663,287 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $243.9200 to $244.8500. 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. |
| 9 | Common | Common Stock | 2023-02-01 | S | D | 349 | $245.90 | 11,662,938 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $245.4200 to $246.3800. 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. |
| 10 | Common | Common Stock | 2023-02-01 | S | D | 2,669 | $247.08 | 11,660,269 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $246.4500 to $247.4300. 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. |
| 11 | Common | Common Stock | 2023-02-01 | S | D | 1,006 | $247.77 | 11,659,263 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $247.4600 to $248.4000. 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. |
| 12 | Common | Common Stock | 2023-02-02 | S | D | 20 | $249.62 | 11,659,143 | D | — | — | |
| 13 | Common | Common Stock | 2023-02-02 | S | D | 831 | $252.29 | 11,658,312 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $251.8350 to $252.8200. 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. |
| 14 | Common | Common Stock | 2023-02-02 | S | D | 384 | $253.11 | 11,657,928 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $252.8300 to $253.7500. 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. |
| 15 | Common | Common Stock | 2023-02-02 | S | D | 545 | $254.28 | 11,657,383 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $253.8500 to $254.8200. 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. |