Form 4 for MORN Morningstar, Inc.
Accepted 2023-08-09 00:00:00 ET · period of report 2023-08-07 · accession 0001062993-23-016065 · 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 | 2023-08-09 | 2023-08-07+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $221.04 | -14.6K | 11.27M | -0.1% | -$3.22M |
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 | 2023-08-08 | S | D | 1,789 | $220.92 | 11,263,385 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $220.8500 to $221.3700. 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 | 2023-08-07 | S | D | 2,500 | $221.96 | 11,270,041 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $221.5400 to $222.5300. 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 | 2023-08-07 | S | D | 4,398 | $220.96 | 11,272,541 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $220.5000 to $221.4800. 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 | 2023-08-07 | S | D | 1,011 | $220.19 | 11,276,939 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $219.4900 to $220.4500. 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. |
| 5 | Common | Common Stock | 2023-08-08 | S | D | 4,233 | $220.53 | 11,265,174 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $219.8500 to $220.8450. 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 | 2023-08-07 | S | D | 633 | $222.99 | 11,269,408 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $222.5400 to $223.4150. 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 | 2023-08-07 | S | D | 1 | $223.58 | 11,269,407 | D | — | — |