Form 4 for MORN Morningstar, Inc.
Accepted 2023-08-31 00:00:00 ET · period of report 2023-08-29 · accession 0001062993-23-017335 · 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 | 2023-08-31 | 2023-08-29+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $226.74 | -16.9K | 11.54M | -0.1% | -$3.84M |
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 | 2023-08-30 | S | D | 3,198 | $228.45 | 11,541,549 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $227.9300 to $228.8875. 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 | 2023-08-29 | S | D | 3,462 | $225.84 | 11,555,017 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $225.3700 to $226.3600. 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 | 2023-08-29 | S | D | 1,973 | $226.93 | 11,553,044 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $226.3700 to $227.3500. 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 | 2023-08-29 | S | D | 1,180 | $227.54 | 11,551,864 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $227.3700 to $227.7475. 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 | 2023-08-30 | S | D | 1,830 | $224.32 | 11,550,034 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $223.7700 to $224.7025. 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 | 2023-08-30 | S | D | 823 | $225.43 | 11,549,211 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $224.8400 to $225.8300. 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. |
| 7 | Common | Common Stock | 2023-08-30 | S | D | 1,461 | $226.52 | 11,547,750 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $225.9050 to $226.8900. 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 | 2023-08-30 | S | D | 3,003 | $227.45 | 11,544,747 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $226.9300 to $227.8750. 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. |