Form 4 for MORN Morningstar, Inc.
Accepted 2023-11-09 00:00:00 ET · period of report 2023-11-07 · accession 0001062993-23-020402 · 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 | 2023-11-09 | 2023-11-07+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $262.25 | -15.0K | 11.46M | -0.1% | -$3.94M |
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 | 2023-11-07 | S | D | 22 | $264.10 | 11,463,198 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $264.0650 to $264.1300. 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 | 2023-11-07 | S | D | 427 | $263.35 | 11,463,220 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $263.0000 to $263.9500. 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 | 2023-11-08 | S | D | 598 | $262.80 | 11,456,472 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $262.7000 to $263.1800. 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 | 2023-11-08 | S | D | 6,128 | $261.97 | 11,457,070 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $261.7000 to $262.6300. 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 | 2023-11-07 | S | D | 7,848 | $262.37 | 11,463,647 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $261.9800 to $262.9600. 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. |