Form 4 for MORN Morningstar, Inc.
Accepted 2023-03-21 00:00:00 ET · period of report 2023-03-17 · accession 0001062993-23-007321 · 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 | 2023-03-21 | 2023-03-17+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $183.74 | -8,451 | 11.48M | -0.1% | -$1.55M |
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 | 2023-03-20 | S | D | 4,182 | $183.15 | 11,478,142 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $182.6400 to $183.6300. 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 | 2023-03-20 | S | D | 2,926 | $183.97 | 11,475,216 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $183.6500 to $184.6200. 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 | 2023-03-20 | S | D | 840 | $184.88 | 11,474,376 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $184.6700 to $185.3150. 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 | 2023-03-17 | S | D | 503 | $185.35 | 11,482,324 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $185.2000 to $185.7400. 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. |