Form 4 for MORN Morningstar, Inc.
Accepted 2023-03-01 00:00:00 ET · period of report 2023-02-27 · accession 0001062993-23-005259 · 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 | 2023-03-01 | 2023-02-27+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $207.53 | -25.4K | 11.58M | -0.2% | -$5.27M |
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 | 2023-02-28 | S | D | 6,464 | $207.88 | 11,570,281 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $207.6150 to $208.4450. 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 | 2023-02-27 | S | D | 2,694 | $206.62 | 11,592,987 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $206.0900 to $207.0800. 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. |
| 3 | Common | Common Stock | 2023-02-27 | S | D | 9,144 | $207.64 | 11,583,843 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $207.0900 to $208.0700. 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 | 2023-02-27 | S | D | 1,144 | $208.39 | 11,582,699 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $208.0900 to $208.6000. 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 | 2023-02-28 | S | D | 5,954 | $207.24 | 11,576,745 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $206.6100 to $207.6000. 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. |