Form 4 for MORN Morningstar, Inc.
Accepted 2023-06-13 00:00:00 ET · period of report 2023-06-09 · accession 0001062993-23-013402 · 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 | 2023-06-13 | 2023-06-09+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $205.54 | -3,762 | 11.41M | -0.0% | -$773.2K |
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 | 2023-06-12 | S | D | 1 | $203.58 | 11,410,544 | D | — | — | |
| 2 | Common | Common Stock | 2023-06-09 | S | D | 311 | $206.52 | 11,410,545 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $206.1550 to $207.1000. 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 | 2023-06-09 | S | D | 3,450 | $205.45 | 11,410,856 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $205.1400 to $205.9800. 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. |