Form 4 for MORN Morningstar, Inc.

Accepted 2023-02-21 00:00:00 ET · period of report 2023-02-17 · accession 0001062993-23-004190 · 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	2023-02-21	2023-02-17	MORN	Mansueto Joseph D	Executive COB, Dir, 10%	S - Sale	$237.31	-5,347	11.62M	-0.0%	-$1.27M

Purchase Sale Sale after option exercise All abbreviations

#	Table	Security	Date	Code	A/D	Shares	Price	Owned after	Own	Exercise / expiry	Underlying	Footnotes
1	Common	Common Stock	2023-02-17	S	D	122	$238.42	11,613,445	D	—	—	(F4) The transaction was executed in multiple trades at prices ranging from $238.4150 to $238.4600. 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	2023-02-17	S	D	2,711	$237.81	11,613,567	D	—	—	(F3) The transaction was executed in multiple trades at prices ranging from $237.3700 to $238.3400. 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	2023-02-17	S	D	2,514	$236.71	11,616,278	D	—	—	(F2) The transaction was executed in multiple trades at prices ranging from $236.3600 to $237.3500. 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.