Form 4 for MORN Morningstar, Inc.
Accepted 2023-07-07 00:00:00 ET · period of report 2023-07-05 · accession 0001062993-23-014718 · 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 | 2023-07-07 | 2023-07-05+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $193.81 | -6,810 | 11.32M | -0.1% | -$1.32M |
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 | 2023-07-06 | S | D | 120 | $194.24 | 11,316,127 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $194.2300 to $194.3000. 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 | 2023-07-05 | S | D | 260 | $195.61 | 11,322,677 | D | — | — | |
| 3 | Common | Common Stock | 2023-07-06 | S | D | 6,430 | $193.73 | 11,316,247 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $193.2200 to $194.2100. 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. |