Form 4 for MORN Morningstar, Inc.
Accepted 2023-11-17 00:00:00 ET · period of report 2023-11-15 · accession 0001062993-23-021050 · 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 | 2023-11-17 | 2023-11-15+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $269.76 | -20.4K | 11.42M | -0.2% | -$5.51M |
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 | 2023-11-16 | S | D | 814 | $269.06 | 11,414,474 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $268.4200 to $269.4100. 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 | 2023-11-16 | S | D | 5,682 | $270.68 | 11,402,638 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $270.4500 to $271.0900. 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 | 2023-11-16 | S | D | 6,154 | $269.92 | 11,408,320 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $269.4200 to $270.4100. 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 | 2023-11-15 | S | D | 7,366 | $268.99 | 11,415,698 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $268.6600 to $269.6400. 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. |
| 5 | Common | Common Stock | 2023-11-15 | S | D | 410 | $270.00 | 11,415,288 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $269.7600 to $270.2900. 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. |