Form 4 for MORN Morningstar, Inc.
Accepted 2023-07-05 00:00:00 ET · period of report 2023-07-03 · accession 0001062993-23-014387 · 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 | 2023-07-05 | 2023-07-03 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $195.80 | -6,950 | 11.33M | -0.1% | -$1.36M |
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 | 2023-07-03 | S | D | 2,710 | $196.34 | 11,322,937 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $196.0850 to $196.5900. 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. |
| 2 | Common | Common Stock | 2023-07-03 | S | D | 4,240 | $195.46 | 11,325,647 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $195.0700 to $196.0000. 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. |