Form 4 for MORN Morningstar, Inc.
Accepted 2023-06-20 00:00:00 ET · period of report 2023-06-15 · accession 0001062993-23-013799 · 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 | 2023-06-20 | 2023-06-15+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $206.49 | -12.8K | 11.40M | -0.1% | -$2.63M |
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 | 2023-06-15 | S | D | 2,780 | $204.08 | 11,393,667 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $203.6900 to $204.6400. 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 | 2023-06-15 | S | D | 765 | $205.50 | 11,392,902 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $204.8200 to $205.5400. 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 | 2023-06-15 | S | D | 360 | $206.36 | 11,392,542 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $205.8800 to $206.4800. 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 | 2023-06-15 | S | D | 4,413 | $207.43 | 11,388,129 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $206.9600 to $207.9550. 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 | 2023-06-16 | S | D | 1,246 | $208.14 | 11,383,889 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $207.7300 to $208.4700. 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 | 2023-06-16 | S | D | 60 | $208.88 | 11,383,829 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $208.8400 to $208.9500. 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. |
| 7 | Common | Common Stock | 2023-06-15 | S | D | 20 | $208.01 | 11,388,109 | D | — | — | |
| 8 | Common | Common Stock | 2023-06-16 | S | D | 2,974 | $207.04 | 11,385,135 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $206.6700 to $207.5900. 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. |
| 9 | Common | Common Stock | 2023-06-15 | S | D | 135 | $203.16 | 11,396,447 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $202.6600 to $203.6100. 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. |