Form 4 for MORN Morningstar, Inc.
Accepted 2023-03-15 00:00:00 ET · period of report 2023-03-14 · accession 0001062993-23-006893 · 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 | 2023-03-15 | 2023-03-14 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $189.29 | -14.5K | 11.51M | -0.1% | -$2.74M |
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 | 2023-03-14 | S | D | 8,711 | $189.87 | 11,494,921 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $189.2900 to $190.2750. 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 | 2023-03-14 | S | D | 510 | $190.46 | 11,494,411 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $190.3200 to $190.5100. 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 | 2023-03-14 | S | D | 2,140 | $188.86 | 11,503,632 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $188.2800 to $189.2700. 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. |
| 4 | Common | Common Stock | 2023-03-14 | S | D | 3,079 | $187.81 | 11,505,772 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $187.2800 to $188.2700. 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 | 2023-03-14 | S | D | 60 | $186.74 | 11,508,851 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $186.2500 to $186.9800. 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. |