Form 4 for MORN Morningstar, Inc.
Accepted 2023-11-27 00:00:00 ET · period of report 2023-11-24 · accession 0001062993-23-021460 · 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 | 2023-11-27 | 2023-11-24 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $275.86 | -6,555 | 11.35M | -0.1% | -$1.81M |
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 | 2023-11-24 | S | D | 574 | $276.76 | 11,348,762 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $276.5200 to $276.8300. 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 | 2023-11-24 | S | D | 5,981 | $275.77 | 11,349,336 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $275.4500 to $276.4200. 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. |