Form 4 for MORN Morningstar, Inc.
Accepted 2023-03-13 00:00:00 ET · period of report 2023-03-09 · accession 0001062993-23-006690 · 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 | 2023-03-13 | 2023-03-09+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $207.52 | -5,162 | 11.51M | -0.0% | -$1.07M |
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 | 2023-03-09 | S | D | 1,782 | $206.96 | 11,512,291 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $206.3900 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. |
| 2 | Common | Common Stock | 2023-03-09 | S | D | 2,268 | $207.89 | 11,510,023 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $207.3900 to $208.3700. 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 | 2023-03-09 | S | D | 872 | $208.59 | 11,509,151 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $208.3900 to $209.1900. 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. |
| 4 | Common | Common Stock | 2023-03-09 | S | D | 100 | $209.41 | 11,509,051 | D | — | — | |
| 5 | Common | Common Stock | 2023-03-10 | S | D | 140 | $200.56 | 11,508,911 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $200.2300 to $201.0700. 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. |