Form 4 for MORN Morningstar, Inc.
Accepted 2023-09-05 00:00:00 ET · period of report 2023-08-31 · accession 0001062993-23-017518 · 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 | 2023-09-05 | 2023-08-31+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $233.12 | -24.0K | 11.52M | -0.2% | -$5.61M |
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 | 2023-08-31 | S | D | 1,753 | $231.34 | 11,534,261 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $230.9750 to $231.9650. 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 | 2023-08-31 | S | D | 904 | $227.85 | 11,540,645 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $227.6450 to $228.6100. 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 | 2023-08-31 | S | D | 614 | $229.42 | 11,540,031 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $228.9500 to $229.9000. 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 | 2023-08-31 | S | D | 4,017 | $230.43 | 11,536,014 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $229.9600 to $230.9400. 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 | 2023-09-01 | S | D | 3,837 | $236.01 | 11,517,505 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $235.8100 to $236.4600. 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. |
| 6 | Common | Common Stock | 2023-08-31 | S | D | 5,342 | $232.58 | 11,528,919 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $231.9850 to $232.9400. 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 | 2023-08-31 | S | D | 20 | $233.01 | 11,528,899 | D | — | — | |
| 8 | Common | Common Stock | 2023-09-01 | S | D | 517 | $232.25 | 11,528,382 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $231.7500 to $232.7400. 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. |
| 9 | Common | Common Stock | 2023-09-01 | S | D | 430 | $233.34 | 11,527,952 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $232.7500 to $233.5600. 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. |
| 10 | Common | Common Stock | 2023-09-01 | S | D | 2,042 | $234.34 | 11,525,910 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $233.7550 to $234.7300. 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. |
| 11 | Common | Common Stock | 2023-09-01 | S | D | 4,568 | $235.47 | 11,521,342 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $234.7900 to $235.7700. 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. |