Form 4 for MORN Morningstar, Inc.
Accepted 2023-02-09 00:00:00 ET · period of report 2023-02-07 · accession 0001062993-23-002544 · 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 | 2023-02-09 | 2023-02-07+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $244.13 | -5,413 | 11.64M | -0.0% | -$1.32M |
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 | 2023-02-07 | S | D | 1,143 | $242.83 | 11,648,315 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $242.3900 to $243.2900. 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 | 2023-02-07 | S | D | 1,380 | $243.94 | 11,646,935 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $243.4000 to $244.3800. 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. |
| 3 | Common | Common Stock | 2023-02-07 | S | D | 1,393 | $244.80 | 11,645,542 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $244.4400 to $245.3550. 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 | 2023-02-08 | S | D | 1,100 | $244.34 | 11,644,442 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $244.2100 to $245.0025. 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 | 2023-02-08 | S | D | 397 | $245.65 | 11,644,045 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $245.3300 to $245.8400. 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. |