Form 4 for MORN Morningstar, Inc.
Accepted 2023-11-15 00:00:00 ET · period of report 2023-11-13 · accession 0001062993-23-020876 · 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 | 2023-11-15 | 2023-11-13+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $267.28 | -21.2K | 11.44M | -0.2% | -$5.68M |
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 | 2023-11-14 | S | D | 3,564 | $269.75 | 11,423,064 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $269.4900 to $270.3800. 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 | 2023-11-14 | S | D | 3,613 | $267.09 | 11,432,060 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $266.4500 to $267.4400. 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 | 2023-11-13 | S | D | 577 | $266.19 | 11,435,673 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $266.1500 to 266.6400. 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 | 2023-11-14 | S | D | 2,225 | $267.86 | 11,429,835 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $267.4700 to $268.3600. 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 | 2023-11-14 | S | D | 3,207 | $269.01 | 11,426,628 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $268.4900 to $269.4800. 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 | 2023-11-13 | S | D | 8,047 | $265.51 | 11,436,250 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $265.1400 to $266.1300. 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. |