Form 4 for MORN Morningstar, Inc.
Accepted 2024-02-05 00:00:00 ET · period of report 2024-02-01 · accession 0001062993-24-002002 · 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 | 2024-02-05 | 2024-02-01+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $279.38 | -7,146 | 10.93M | -0.1% | -$2.00M |
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 | 2024-02-02 | S | D | 220 | $279.24 | 10,934,766 | D | — | — | |
| 2 | Common | Common Stock | 2024-02-01 | S | D | 2,566 | $279.98 | 10,935,584 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $279.3800 to $280.3700. 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 | 2024-02-01 | S | D | 3,762 | $278.80 | 10,938,150 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $278.3000 to $279.2400. 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. (F7) Reflects distribution of 247,032 shares from and contribution of 600,000 shares to grantor retained annuity trusts for the benefit of the reporting person and his children. |
| 4 | Common | Common Stock | 2024-02-01 | S | D | 598 | $280.51 | 10,934,986 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $280.3800 to $280.6600. 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. |