Form 4 for MORN Morningstar, Inc.
Accepted 2023-08-17 00:00:00 ET · period of report 2023-08-15 · accession 0001062993-23-016690 · 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 | 2023-08-17 | 2023-08-15+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $219.06 | -13.3K | 11.23M | -0.1% | -$2.91M |
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 | 2023-08-16 | S | D | 1,038 | $218.75 | 11,236,156 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $218.0000 to $218.9600. 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 | 2023-08-15 | S | D | 1,317 | $219.05 | 11,237,194 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $219.0000 to $219.2700. 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 | 2023-08-15 | S | D | 4,186 | $218.46 | 11,238,511 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $218.0000 to $218.9900. 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 | 2023-08-16 | S | D | 6,761 | $219.49 | 11,229,395 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $219.0000 to $219.9700. 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. |