Form 4 for MORN Morningstar, Inc.
Accepted 2023-02-13 00:00:00 ET · period of report 2023-02-09 · accession 0001062993-23-002830 · 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 | 2023-02-13 | 2023-02-09+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $243.68 | -4,240 | 11.64M | -0.0% | -$1.03M |
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 | 2023-02-09 | S | D | 1,300 | $243.24 | 11,642,065 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $242.8900 to $243.7900. 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 | 2023-02-09 | S | D | 712 | $245.42 | 11,639,905 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $244.9100 to $245.8550. 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 | 2023-02-10 | S | D | 100 | $238.13 | 11,639,805 | D | — | — | |
| 4 | Common | Common Stock | 2023-02-09 | S | D | 680 | $241.99 | 11,643,365 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $241.8500 to $242.3800. 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. |
| 5 | Common | Common Stock | 2023-02-09 | S | D | 1,448 | $244.40 | 11,640,617 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $243.9000 to $244.8800. 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. |