Form 4 for MORN Morningstar, Inc.
Accepted 2023-06-15 00:00:00 ET · period of report 2023-06-13 · accession 0001062993-23-013680 · 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 | 2023-06-15 | 2023-06-13+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $203.69 | -14.0K | 11.40M | -0.1% | -$2.84M |
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 | 2023-06-14 | S | D | 1,951 | $205.08 | 11,396,582 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $204.7100 to $205.6400. 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 | 2023-06-13 | S | D | 2,753 | $201.90 | 11,407,791 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $201.5600 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. |
| 3 | Common | Common Stock | 2023-06-13 | S | D | 2,878 | $202.85 | 11,404,913 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $202.7200 to $203.6800. 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. |
| 4 | Common | Common Stock | 2023-06-13 | S | D | 4,908 | $204.52 | 11,400,005 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $203.9300 to $204.7400. 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 | 2023-06-14 | S | D | 1,472 | $204.04 | 11,398,533 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $203.6100 to $204.5800. 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. |