Form 4 for MORN Morningstar, Inc.
Accepted 2023-08-23 00:00:00 ET · period of report 2023-08-21 · accession 0001062993-23-017013 · 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 | 2023-08-23 | 2023-08-21+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $215.44 | -13.8K | 11.21M | -0.1% | -$2.97M |
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 | 2023-08-21 | S | D | 907 | $216.50 | 11,211,558 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $215.9800 to $216.8150. 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 | 2023-08-22 | S | D | 2,393 | $216.21 | 11,202,749 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $215.8900 to $216.6950. 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 | 2023-08-22 | S | D | 4,296 | $215.43 | 11,205,142 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $214.8800 to $215.8700. 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 | 2023-08-22 | S | D | 2,120 | $214.23 | 11,209,438 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $213.8500 to $214.8300. 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 | 2023-08-21 | S | D | 4,056 | $215.39 | 11,212,465 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $214.9600 to $215.9200. 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. |