Form 4 for MORN Morningstar, Inc.
Accepted 2023-08-25 00:00:00 ET · period of report 2023-08-23 · accession 0001062993-23-017107 · 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 | 2023-08-25 | 2023-08-23+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $219.57 | -18.2K | 11.19M | -0.2% | -$4.01M |
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 | 2023-08-23 | S | D | 4,588 | $219.69 | 11,194,427 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $219.1900 to $220.1700. 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 | 2023-08-23 | S | D | 890 | $217.05 | 11,200,913 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $216.7000 to $217.3700. 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 | 2023-08-23 | S | D | 946 | $216.09 | 11,201,803 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $215.6700 to $216.6500. 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 | 2023-08-24 | S | D | 722 | $221.24 | 11,184,499 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $221.2100 to $221.2600. 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 | 2023-08-24 | S | D | 4,358 | $220.63 | 11,185,221 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $220.2100 to $221.2000. 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 | 2023-08-24 | S | D | 4,335 | $219.67 | 11,189,579 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $219.2100 to $220.1850. 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. |
| 7 | Common | Common Stock | 2023-08-23 | S | D | 1,898 | $218.72 | 11,199,015 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $218.1700 to $219.1000. 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. |
| 8 | Common | Common Stock | 2023-08-23 | S | D | 513 | $220.25 | 11,193,914 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $220.2000 to $220.3400. 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. |