Form 4 for MORN Morningstar, Inc.
Accepted 2023-03-23 00:00:00 ET · period of report 2023-03-21 · accession 0001062993-23-007533 · 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 | 2023-03-23 | 2023-03-21 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $187.25 | -6,151 | 11.47M | -0.1% | -$1.15M |
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 | 2023-03-21 | S | D | 190 | $189.01 | 11,468,225 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $188.9500 to $189.1200. 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 | 2023-03-21 | S | D | 2,171 | $188.12 | 11,468,415 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $187.8600 to $188.7600. 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 | 2023-03-21 | S | D | 2,157 | $187.59 | 11,470,586 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $186.8600 to $187.8500. 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 | 2023-03-21 | S | D | 820 | $186.24 | 11,472,743 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $185.7700 to $186.5400. 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 | 2023-03-21 | S | D | 586 | $185.06 | 11,473,563 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $184.6600 to $185.6000. 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 | 2023-03-21 | S | D | 227 | $183.60 | 11,474,149 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $183.1100 to $184.0000. 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. |