Form 4 for MORN Morningstar, Inc.
Accepted 2023-11-29 00:00:00 ET · period of report 2023-11-27 · accession 0001062993-23-021576 · 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 | 2023-11-29 | 2023-11-27 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $277.17 | -6,257 | 11.35M | -0.1% | -$1.73M |
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 | 2023-11-27 | S | D | 421 | $279.55 | 11,342,505 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $279.2300 to $280.0800. 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 | 2023-11-27 | S | D | 500 | $278.55 | 11,342,926 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $278.1200 to $279.0200. 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 | 2023-11-27 | S | D | 3,262 | $277.26 | 11,343,426 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $276.6200 to $277.5150. 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 | 2023-11-27 | S | D | 2,074 | $276.22 | 11,346,688 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $275.6100 to $276.6000. 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. |