Form 4 for MORN Morningstar, Inc.
Accepted 2023-06-05 00:00:00 ET · period of report 2023-06-01 · accession 0001062993-23-012927 · 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 | 2023-06-05 | 2023-06-01+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $205.50 | -15.5K | 11.44M | -0.1% | -$3.19M |
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 | 2023-06-01 | S | D | 1,710 | $205.00 | 11,441,871 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $204.7000 to $205.3900. 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. |
| 2 | Common | Common Stock | 2023-06-02 | S | D | 3,787 | $207.17 | 11,434,782 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $206.6900 to $207.6850. 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 | 2023-06-02 | S | D | 3,182 | $206.27 | 11,438,569 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $205.6900 to $206.6850. 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 | 2023-06-02 | S | D | 343 | $207.76 | 11,434,439 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $207.7150 to $207.8600. 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 | 2023-06-01 | S | D | 6,362 | $204.15 | 11,443,581 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $203.7000 to $204.6800. 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 | 2023-06-02 | S | D | 120 | $204.45 | 11,441,751 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $204.4250 to $204.4500. 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. |