Form 4 for MORN Morningstar, Inc.
Accepted 2023-02-15 00:00:00 ET · period of report 2023-02-13 · accession 0001062993-23-003588 · 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 | 2023-02-15 | 2023-02-13+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $237.12 | -12.5K | 11.64M | -0.1% | -$2.96M |
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 | 2023-02-13 | S | D | 4,086 | $237.30 | 11,631,426 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $236.8300 to $237.8200. 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. |
| 2 | Common | Common Stock | 2023-02-13 | S | D | 480 | $238.08 | 11,630,946 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $237.8500 to $238.2400. 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 | 2023-02-14 | S | D | 2,826 | $237.38 | 11,628,120 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $237.1200 to $238.1000. 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 | 2023-02-14 | S | D | 172 | $238.70 | 11,627,948 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $238.1600 to $239.1000. 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 | 2023-02-14 | S | D | 614 | $239.25 | 11,627,334 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $239.1700 to $239.9300. 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 | 2023-02-13 | S | D | 567 | $235.37 | 11,639,238 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $234.8000 to $235.6700. 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 | 2023-02-13 | S | D | 3,726 | $236.44 | 11,635,512 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $235.8300 to $236.8200. 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. |