Form 4 for MORN Morningstar, Inc.

Accepted 2023-06-27 00:00:00 ET · period of report 2023-06-23 · accession 0001062993-23-014055 · 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	2023-06-27	2023-06-23+	MORN	Mansueto Joseph D	Executive COB, Dir, 10%	S - Sale	$195.73	-2,829	11.38M	-0.0%	-$553.7K

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	2023-06-23	S	D	240	$196.79	11,375,721	D	—	—	(F3) The transaction was executed in multiple trades at prices ranging from $196.7900 to $196.8400. 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	2023-06-23	S	D	2,349	$195.91	11,375,961	D	—	—	(F2) The transaction was executed in multiple trades at prices ranging from $195.6400 to $196.5100. 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	2023-06-26	S	D	240	$192.92	11,375,481	D	—	—	(F4) The transaction was executed in multiple trades at prices ranging from $192.6500 to $193.2900. 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.