Form 4 for MORN Morningstar, Inc.
Accepted 2023-07-03 00:00:00 ET · period of report 2023-06-29 · accession 0001062993-23-014313 · 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 | 2023-07-03 | 2023-06-29+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $192.64 | -25.3K | 11.34M | -0.2% | -$4.87M |
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 | 2023-06-29 | S | D | 2,707 | $188.56 | 11,352,480 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $188.2000 to $189.1600. 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 | 2023-06-29 | S | D | 1,956 | $189.70 | 11,350,524 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $189.2200 to $190.0700. 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 | 2023-06-29 | S | D | 2,101 | $190.82 | 11,348,423 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $190.3900 to $191.3500. 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 | 2023-06-29 | S | D | 4,080 | $191.89 | 11,344,343 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $191.5200 to $192.5050. 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 | 2023-06-29 | S | D | 1,719 | $192.91 | 22,342,624 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $192.5800 to $193.4100. 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 | 2023-06-30 | S | D | 450 | $196.45 | 11,329,887 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $196.2300 to $196.9300. 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 | 2023-06-30 | S | D | 450 | $192.68 | 11,342,087 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $192.0750 to $193.0300. 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. |
| 8 | Common | Common Stock | 2023-06-30 | S | D | 4,753 | $193.53 | 11,337,334 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $193.1700 to $194.1400. 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 | 2023-06-30 | S | D | 5,078 | $194.87 | 11,332,256 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $194.2200 to $195.2100. 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. |
| 10 | Common | Common Stock | 2023-06-30 | S | D | 1,919 | $195.70 | 11,330,337 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $195.2200 to $196.2100. 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. |
| 11 | Common | Common Stock | 2023-06-29 | S | D | 87 | $193.73 | 11,342,537 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $193.6100 to $193.9300. 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. |