Form 4 for MORN Morningstar, Inc.
Accepted 2023-03-07 00:00:00 ET · period of report 2023-03-03 · accession 0001062993-23-006145 · 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 | 2023-03-07 | 2023-03-03+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $210.58 | -22.6K | 11.53M | -0.2% | -$4.77M |
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 | 2023-03-06 | S | D | 1,989 | $213.86 | 11,524,146 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $213.2100 to $214.1900. 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 | 2023-03-06 | S | D | 1,013 | $214.52 | 11,523,133 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $214.2300 to $215.0650. 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 | 2023-03-06 | S | D | 120 | $215.23 | 11,523,013 | D | — | — | |
| 4 | Common | Common Stock | 2023-03-03 | S | D | 2,862 | $206.98 | 11,542,792 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $206.3600 to $207.2700. 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 | 2023-03-03 | S | D | 2,613 | $207.90 | 11,540,179 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $207.3700 to $208.3500. 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. |
| 6 | Common | Common Stock | 2023-03-03 | S | D | 1,026 | $208.82 | 11,539,153 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $208.4300 to $209.4100. 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. |
| 7 | Common | Common Stock | 2023-03-03 | S | D | 1,929 | $210.15 | 11,537,224 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $209.4600 to $210.4500. 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. |
| 8 | Common | Common Stock | 2023-03-03 | S | D | 4,363 | $210.86 | 11,532,861 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $210.4600 to $211.4200. 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. |
| 9 | Common | Common Stock | 2023-03-03 | S | D | 100 | $211.46 | 11,532,761 | D | — | — | |
| 10 | Common | Common Stock | 2023-03-06 | S | D | 2,360 | $210.65 | 11,530,401 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $210.0700 to $211.0600. 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. |
| 11 | Common | Common Stock | 2023-03-06 | S | D | 1,288 | $211.68 | 11,529,113 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $211.0800 to $212.0700. 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. |
| 12 | Common | Common Stock | 2023-03-06 | S | D | 2,978 | $212.56 | 11,526,135 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $212.1700 to $213.0000. 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. |