Form 4 for MORN Morningstar, Inc.
Accepted 2023-08-03 00:00:00 ET · period of report 2023-08-01 · accession 0001062993-23-015746 · 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 | 2023-08-03 | 2023-08-01+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $229.90 | -4,815 | 11.29M | -0.0% | -$1.11M |
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 | 2023-08-01 | S | D | 629 | $230.89 | 11,288,550 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $230.5200 to $231.2200. 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 | 2023-08-02 | S | D | 120 | $226.91 | 11,288,410 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $226.9000 to $226.9700. 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. |
| 3 | Common | Common Stock | 2023-08-01 | S | D | 20 | $231.71 | 11,288,530 | D | — | — | |
| 4 | Common | Common Stock | 2023-08-01 | S | D | 4,046 | $229.83 | 11,289,179 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $229.4800 to $230.4700. 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. |