Form 4 for MORN Morningstar, Inc.
Accepted 2023-02-17 00:00:00 ET · period of report 2023-02-15 · accession 0001062993-23-004089 · 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 | 2023-02-17 | 2023-02-15+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $238.55 | -8,542 | 11.62M | -0.1% | -$2.04M |
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 | 2023-02-15 | S | D | 420 | $236.40 | 11,626,914 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $236.0900 to $236.9850. 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 | 2023-02-15 | S | D | 1,413 | $237.74 | 11,625,501 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $237.0950 to $238.0600. 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 | 2023-02-15 | S | D | 2,675 | $238.56 | 11,622,826 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $238.0950 to $239.0800. 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 | 2023-02-15 | S | D | 1,854 | $239.28 | 11,620,972 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $239.0950 to $239.5400. 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 | 2023-02-16 | S | D | 1,998 | $238.80 | 11,618,974 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $238.4100 to $239.3700. 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 | 2023-02-16 | S | D | 182 | $239.58 | 11,618,792 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $239.4750 to $239.6200. 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. |