Form 4 for MORN Morningstar, Inc.
Accepted 2023-11-24 00:00:00 ET · period of report 2023-11-21 · accession 0001062993-23-021419 · 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 | 2023-11-24 | 2023-11-21+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $274.94 | -25.3K | 11.38M | -0.2% | -$6.96M |
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 | 2023-11-22 | S | D | 12 | $277.40 | 11,355,317 | D | — | — | |
| 2 | Common | Common Stock | 2023-11-22 | S | D | 8,204 | $276.09 | 11,355,329 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $275.5700 to $276.5200. 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 | 2023-11-22 | S | D | 4,434 | $275.16 | 11,363,533 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $274.5700 to $275.5650. 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 | 2023-11-21 | S | D | 307 | $275.42 | 11,367,967 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $275.3250 to $275.4300. 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 | 2023-11-21 | S | D | 4,633 | $274.84 | 11,368,274 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $274.3200 to $275.3150. 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 | 2023-11-21 | S | D | 6,716 | $273.75 | 11,372,907 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $237.3850 to $274.3100. 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 | 2023-11-21 | S | D | 994 | $272.77 | 11,379,623 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $272.3350 to $273.3200. 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. |