Form 4 for MORN Morningstar, Inc.
Accepted 2023-11-13 00:00:00 ET · period of report 2023-11-09 · accession 0001062993-23-020599 · 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 | 2023-11-13 | 2023-11-09+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $263.46 | -12.2K | 11.45M | -0.1% | -$3.21M |
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 | 2023-11-10 | S | D | 735 | $266.26 | 11,444,297 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $266.2200 to $266.5000. 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 | 2023-11-10 | S | D | 1,277 | $265.91 | 11,445,032 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $265.2200 to $266.2150. 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 | 2023-11-10 | S | D | 2,055 | $264.92 | 11,446,309 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $264.2000 to $265.1700. 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 | 2023-11-10 | S | D | 3,027 | $263.49 | 11,448,364 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $262.9650 to $263.8700. 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 | 2023-11-10 | S | D | 313 | $260.99 | 11,452,708 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $260.7200 to $261.4000. 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 | 2023-11-10 | S | D | 801 | $260.45 | 11,453,021 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $259.7100 to $260.7000. 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 | 2023-11-09 | S | D | 40 | $262.92 | 11,453,822 | D | — | — | |
| 8 | Common | Common Stock | 2023-11-09 | S | D | 2,610 | $262.12 | 11,453,862 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $261.7700 to $262.5300. 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 | 2023-11-10 | S | D | 1,317 | $262.24 | 11,451,391 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $261.7200 to $262.5500. 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. |