Form 4 for MORN Morningstar, Inc.
Accepted 2023-11-07 00:00:00 ET · period of report 2023-11-03 · accession 0001062993-23-020244 · 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 | 2023-11-07 | 2023-11-03+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $262.81 | -20.7K | 11.48M | -0.2% | -$5.44M |
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 | 2023-11-03 | S | D | 6,235 | $262.38 | 11,484,883 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $262.0450 to $263.0300. 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 | 2023-11-06 | S | D | 1,409 | $263.89 | 11,471,495 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $263.7000 to $264.2700. 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. |
| 3 | Common | Common Stock | 2023-11-06 | S | D | 6,899 | $263.09 | 11,472,904 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $262.7000 to $263.6900. 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 | 2023-11-03 | S | D | 1,087 | $261.54 | 11,491,118 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $261.0050 to $261.9350. 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 | 2023-11-03 | S | D | 1,728 | $263.71 | 11,483,155 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $263.0650 to $264.0000. 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 | 2023-11-03 | S | D | 326 | $264.68 | 11,482,829 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $264.1300 to $265.0000. 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 | 2023-11-06 | S | D | 3,026 | $262.31 | 11,479,803 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $261.7000 to $262.6850. 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. |