Form 4 for MORN Morningstar, Inc.

Accepted 2023-02-23 00:00:00 ET · period of report 2023-02-22 · accession 0001062993-23-004500 · 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	2023-02-23	2023-02-22	MORN	Mansueto Joseph D	Executive COB, Dir, 10%	S - Sale	$232.75	-8,491	11.60M	-0.1%	-$1.98M

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	2023-02-22	S	D	5,577	$232.97	11,605,374	D	—	—	(F3) The transaction was executed in multiple trades at prices ranging from $232.5550 to $233.5350. 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	2023-02-22	S	D	2,494	$232.06	11,610,951	D	—	—	(F2) The transaction was executed in multiple trades at prices ranging from $231.5500 to $232.5200. 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	2023-02-22	S	D	420	$233.89	11,604,954	D	—	—	(F4) The transaction was executed in multiple trades at prices ranging from $233.6100 to $234.2050. 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.