Form 4 for MORN Morningstar, Inc.
Accepted 2023-11-03 00:00:00 ET · period of report 2023-11-01 · accession 0001062993-23-020080 · 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 | 2023-11-03 | 2023-11-01+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $256.28 | -25.3K | 11.49M | -0.2% | -$6.48M |
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 | 2023-11-01 | S | D | 2,940 | $254.76 | 11,508,643 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $254.3800 to $255.3400. 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. |
| 2 | Common | Common Stock | 2023-11-01 | S | D | 999 | $252.92 | 11,516,506 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $252.2600 to $253.2400. 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 | 2023-11-01 | S | D | 4,923 | $254.04 | 11,511,583 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $253.3800 to $254.3750. 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 | 2023-11-02 | S | D | 385 | $259.71 | 11,492,205 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $259.4500 to $259.8600. 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 | 2023-11-01 | S | D | 3,358 | $256.42 | 11,505,285 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $255.8150 to $256.7700. 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. |
| 6 | Common | Common Stock | 2023-11-01 | S | D | 430 | $257.05 | 11,504,855 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $256.8300 to $257.4250. 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 | 2023-11-02 | S | D | 4,623 | $257.02 | 11,500,232 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $256.2900 to $257.2700. 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 | 2023-11-02 | S | D | 6,303 | $257.92 | 11,493,929 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $257.3650 to $258.2900. 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 | 2023-11-02 | S | D | 1,339 | $258.53 | 11,492,590 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $258.4400 to $259.3500. 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. |