Form 4 for MORN Morningstar, Inc.
Accepted 2023-06-29 00:00:00 ET · period of report 2023-06-27 · accession 0001062993-23-014150 · 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 | 2023-06-29 | 2023-06-27+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $187.98 | -20.3K | 11.37M | -0.2% | -$3.81M |
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 | 2023-06-28 | S | D | 1,255 | $188.55 | 11,355,187 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $188.5000 to $188.6700. 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 | 2023-06-27 | S | D | 5,093 | $187.12 | 11,370,388 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $186.4700 to $187.4600. 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 | 2023-06-28 | S | D | 6,389 | $188.07 | 11,356,442 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $187.5000 to $188.4950. 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 | 2023-06-27 | S | D | 3,787 | $188.76 | 11,362,831 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $188.5100 to $189.1900. 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 | 2023-06-27 | S | D | 3,770 | $188.02 | 11,366,618 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $187.5100 to $188.4900. 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. |