Form 4 for MORN Morningstar, Inc.
Accepted 2024-02-09 00:00:00 ET · period of report 2024-02-07 · accession 0001062993-24-002767 · 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 | 2024-02-09 | 2024-02-07+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $277.36 | -10.8K | 10.93M | -0.1% | -$2.98M |
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 | 2024-02-07 | S | D | 420 | $273.87 | 10,934,201 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $273.3950 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. |
| 2 | Common | Common Stock | 2024-02-07 | S | D | 1,538 | $275.20 | 10,932,633 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $274.5200 to $275.4600. 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 | 2024-02-07 | S | D | 900 | $275.90 | 10,931,763 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $275.5200 to $276.2500. 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 | 2024-02-08 | S | D | 403 | $278.26 | 10,923,859 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $278.2600 to $278.3200. 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. |
| 5 | Common | Common Stock | 2024-02-07 | S | D | 3,320 | $278.45 | 10,927,965 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $277.9250 to $278.9200. 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 | 2024-02-07 | S | D | 814 | $279.36 | 10,927,151 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $279.0300 to $279.4350. 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 | 2024-02-08 | S | D | 2,889 | $277.57 | 10,924,262 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $277.2000 to $278.1600. 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. |
| 8 | Common | Common Stock | 2024-02-07 | S | D | 478 | $277.17 | 10,931,285 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $276.8500 to $277.3100. 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. |