Form 4 for MORN Morningstar, Inc.
Accepted 2023-08-21 00:00:00 ET · period of report 2023-08-17 · accession 0001062993-23-016897 · 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 | 2023-08-21 | 2023-08-17+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $220.97 | -12.9K | 11.22M | -0.1% | -$2.84M |
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 | 2023-08-17 | S | D | 1,965 | $223.03 | 11,216,745 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $222.7500 to $223.6250. 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 | 2023-08-17 | S | D | 1,595 | $222.21 | 11,218,710 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $221.73000 to $222.6400. 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 | 2023-08-17 | S | D | 2,318 | $221.19 | 11,220,305 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $220.7300 to $221.5800. 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 | 2023-08-17 | S | D | 5,172 | $220.27 | 11,222,623 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $219.7300 to $220.7150. 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 | 2023-08-17 | S | D | 1,600 | $219.37 | 11,227,795 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $218.7000 to $219.6900. 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 | 2023-08-18 | S | D | 224 | $219.39 | 11,216,521 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $219.3100 to $219.4600. 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. |