Form 4 for MORN Morningstar, Inc.
Accepted 2023-03-03 00:00:00 ET · period of report 2023-03-01 · accession 0001062993-23-005760 · 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 | 2023-03-03 | 2023-03-01+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $206.94 | -24.6K | 11.56M | -0.2% | -$5.10M |
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 | 2023-03-02 | S | D | 3,487 | $207.22 | 11,545,654 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $207.0400 to $207.4900. 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 | 2023-03-01 | S | D | 40 | $208.54 | 11,555,781 | D | — | — | |
| 3 | Common | Common Stock | 2023-03-02 | S | D | 6,640 | $206.51 | 11,549,141 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $206.0100 to $206.9900. 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 | 2023-03-01 | S | D | 10,620 | $206.85 | 11,559,661 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $206.3300 to $207.3200. 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 | 2023-03-01 | S | D | 3,840 | $207.68 | 11,555,821 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $207.3300 to $208.1700. 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. |