Form 4 for MORN Morningstar, Inc.

Accepted 2023-06-07 00:00:00 ET · period of report 2023-06-05 · accession 0001062993-23-013078 · 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	2023-06-07	2023-06-05+	MORN	Mansueto Joseph D	Executive COB, Dir, 10%	S - Sale	$206.35	-8,138	11.43M	-0.1%	-$1.68M

Purchase Sale Sale after option exercise All abbreviations

#	Table	Security	Date	Code	A/D	Shares	Price	Owned after	Own	Exercise / expiry	Underlying	Footnotes
1	Common	Common Stock	2023-06-05	S	D	1,081	$205.51	11,433,358	D	—	—	(F2) The transaction was executed in multiple trades at prices ranging from $205.4300 to $205.6500. 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	2023-06-06	S	D	3,166	$205.90	11,430,192	D	—	—	(F3) The transaction was executed in multiple trades at prices ranging from $205.3350 to $206.2300. 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	2023-06-06	S	D	3,891	$206.95	11,426,301	D	—	—	(F4) The transaction was executed in multiple trades at prices ranging from $206.3800 to $207.3600. 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.