Form 4 for MORN Morningstar, Inc.
Accepted 2023-06-09 00:00:00 ET · period of report 2023-06-07 · accession 0001062993-23-013217 · 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 | 2023-06-09 | 2023-06-07+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $206.21 | -12.0K | 11.42M | -0.1% | -$2.47M |
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 | Commonn Stock | 2023-06-08 | S | D | 4,772 | $206.22 | 11,414,306 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $205.9100 to $206.7300. 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 | 2023-06-07 | S | D | 3,052 | $207.12 | 11,423,249 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $206.6700 to $207.6600. 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 | 2023-06-07 | S | D | 465 | $208.01 | 11,422,784 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $207.6700 to $208.3300. 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 | 2023-06-08 | S | D | 3,706 | $205.23 | 11,419,078 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $204.9000 to $205.8950. 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. |