Form 4 for MORN Morningstar, Inc.
Accepted 2023-08-11 00:00:00 ET · period of report 2023-08-09 · accession 0001062993-23-016268 · 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 | 2023-08-11 | 2023-08-09+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $219.43 | -12.0K | 11.26M | -0.1% | -$2.63M |
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 | 2023-08-10 | S | D | 4,470 | $219.29 | 11,252,077 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $219.0300 to $219.9100. 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 | 2023-08-10 | S | D | 680 | $220.50 | 11,251,397 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $220.0300 to $220.8500. 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 | 2023-08-10 | S | D | 3,098 | $218.63 | 11,256,547 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $218.0200 to $219.0000. 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 | 2023-08-09 | S | D | 235 | $221.51 | 11,259,645 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $221.4900 to $221.7800. 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 | 2023-08-09 | S | D | 726 | $220.81 | 11,259,880 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $220.4900 to $221.4150. 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. |
| 6 | Common | Common Stock | 2023-08-09 | S | D | 2,779 | $219.75 | 11,260,606 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $219.4700 to $220.4600. 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. |