Form 4 for MORN Morningstar, Inc.
Accepted 2023-07-11 00:00:00 ET · period of report 2023-07-07 · accession 0001062993-23-014804 · 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 | 2023-07-11 | 2023-07-07+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $197.82 | -22.9K | 11.29M | -0.2% | -$4.53M |
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 | 2023-07-07 | S | D | 801 | $196.32 | 11,312,827 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $195.8850 to $196.7300. 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 | 2023-07-07 | S | D | 2,489 | $197.59 | 11,310,338 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $197.0200 to $197.9500. 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 | 2023-07-07 | S | D | 4,732 | $198.54 | 11,305,606 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $198.0300 to $199.0200. 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 | 2023-07-07 | S | D | 697 | $199.11 | 11,304,909 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $199.0300 to $199.1800. 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 | 2023-07-10 | S | D | 1,896 | $197.12 | 11,303,013 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $196.5000 to $197.4500. 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 | 2023-07-10 | S | D | 6,194 | $198.08 | 11,296,819 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $197.5100 to $198.4850. 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 | 2023-07-07 | S | D | 2,179 | $195.43 | 11,313,628 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $194.7700 to $195.7400. 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 | 2023-07-07 | S | D | 320 | $193.46 | 11,315,807 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $193.0000 to $193.9700. 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 | 2023-07-10 | S | D | 3,246 | $198.79 | 11,293,573 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $198.5100 to $199.4700. 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 | 2023-07-10 | S | D | 348 | $199.60 | 11,293,225 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $199.5200 to $199.7300. 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. |