Form 4 for MORN Morningstar, Inc.
Accepted 2023-08-07 00:00:00 ET · period of report 2023-08-03 · accession 0001062993-23-015934 · 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 | 2023-08-07 | 2023-08-03+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $225.02 | -10.5K | 11.28M | -0.1% | -$2.35M |
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 | 2023-08-03 | S | D | 340 | $226.13 | 11,278,933 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $225.9300 to $226.2400. 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 | 2023-08-04 | S | D | 983 | $224.68 | 11,277,950 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $224.4100 to $225.3200. 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 | 2023-08-03 | S | D | 2,173 | $223.88 | 11,286,237 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $223.7000 to $224.6800. 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 | 2023-08-03 | S | D | 6,964 | $225.37 | 11,279,273 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $224.8600 to $225.8300. 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. |