Form 4 for MORN Morningstar, Inc.
Accepted 2023-11-21 00:00:00 ET · period of report 2023-11-17 · accession 0001062993-23-021245 · 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 | 2023-11-21 | 2023-11-17+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $271.50 | -22.0K | 11.39M | -0.2% | -$5.98M |
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 | 2023-11-20 | S | D | 3,322 | $272.38 | 11,381,601 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $272.2100 to $273.1650. 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 | 2023-11-20 | S | D | 984 | $273.45 | 11,380,617 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $273.2650 to $274.0900. 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 | 2023-11-20 | S | D | 6,660 | $271.62 | 11,384,923 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $271.2100 to $272.1900. 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 | 2023-11-20 | S | D | 727 | $270.94 | 11,391,583 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $270.1100 to $271.0700. 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 | 2023-11-17 | S | D | 442 | $272.37 | 11,392,310 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $272.1800 to $272.7500. 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 | 2023-11-17 | S | D | 1,742 | $271.68 | 11,392,752 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $271.1800 to $272.1600. 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 | 2023-11-17 | S | D | 8,144 | $270.78 | 11,394,494 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $270.1600 to $271.1500. 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. |