Form 4 for MORN Morningstar, Inc.
Accepted 2023-06-01 00:00:00 ET · period of report 2023-05-30 · accession 0001062993-23-012593 · 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 | 2023-06-01 | 2023-05-30+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $204.77 | -18.3K | 11.47M | -0.2% | -$3.74M |
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 | 2023-05-30 | S | D | 2,229 | $204.05 | 11,460,804 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $203.5400 to $204.4800. 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 | 2023-05-31 | S | D | 740 | $207.03 | 11,449,943 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $206.9900 to $207.1500. 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 | 2023-05-31 | S | D | 4,892 | $206.43 | 11,450,683 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $205.9800 to $206.9550. 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 | 2023-05-30 | S | D | 492 | $207.54 | 11,455,575 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $207.3500 to $207.7200. 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 | 2023-05-30 | S | D | 2,499 | $206.74 | 11,456,067 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $206.2600 to $207.2500. 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 | 2023-05-30 | S | D | 2,238 | $204.82 | 11,458,566 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $204.5600 to $205.3700. 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. |
| 7 | Common | Common Stock | 2023-05-30 | S | D | 980 | $203.35 | 11,463,033 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $202.5150 to $203.4600. 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. |
| 8 | Common | Common Stock | 2023-05-30 | S | D | 3,092 | $201.94 | 11,464,013 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $201.4800 to $202.4000. 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. |
| 9 | Common | Common Stock | 2023-05-30 | S | D | 1,120 | $200.80 | 11,467,105 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $200.3900 to $201.2600. 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. |