Form 4 for MORN Morningstar, Inc.
Accepted 2023-08-15 00:00:00 ET · period of report 2023-08-11 · accession 0001062993-23-016505 · 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 | 2023-08-15 | 2023-08-11+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $219.28 | -8,700 | 11.24M | -0.1% | -$1.91M |
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 | 2023-08-11 | S | D | 1,010 | $220.15 | 11,245,747 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $219.9900 to $220.6200. 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 | 2023-08-11 | S | D | 3,279 | $219.54 | 11,246,757 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $218.9850 to $219.9800. 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 | 2023-08-11 | S | D | 1,361 | $218.57 | 11,250,036 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $217.9800 to $218.8625. 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 | 2023-08-14 | S | D | 3,050 | $219.04 | 11,242,697 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $218.9900 to $219.2800. 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. |