Form 4 for MORN Morningstar, Inc.
Accepted 2023-03-17 00:00:00 ET · period of report 2023-03-16 · accession 0001062993-23-007144 · 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 | 2023-03-17 | 2023-03-16 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $186.30 | -11.6K | 11.48M | -0.1% | -$2.16M |
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 | 2023-03-16 | S | D | 5,359 | $186.07 | 11,486,778 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $185.3900 to $186.3700. 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. |
| 2 | Common | Common Stock | 2023-03-16 | S | D | 2 | $189.99 | 11,482,827 | D | — | — | |
| 3 | Common | Common Stock | 2023-03-16 | S | D | 2,054 | $184.76 | 11,492,137 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $184.2100 to $185.1900. 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 | 2023-03-16 | S | D | 1,793 | $186.79 | 11,484,985 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $186.4000 to $187.3900. 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 | 2023-03-16 | S | D | 220 | $183.08 | 11,494,191 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $182.7900 to $183.5000. 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 | 2023-03-16 | S | D | 1,129 | $187.78 | 11,483,856 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $187.4400 to $188.4000. 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 | 2023-03-16 | S | D | 1,027 | $188.80 | 11,482,829 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $188.4400 to $189.4150. 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. |