Form 4 for MORN Morningstar, Inc.
Accepted 2024-02-13 00:00:00 ET · period of report 2024-02-09 · accession 0001062993-24-003017 · 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 | 2024-02-13 | 2024-02-09+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $280.37 | -15.1K | 10.91M | -0.1% | -$4.25M |
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 | 2024-02-12 | S | D | 2,104 | $281.39 | 10,914,087 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $280.7600 to $281.7500. 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 | 2024-02-12 | S | D | 5,229 | $282.34 | 10,908,858 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $281.7650 to $282.7400. 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 | 2024-02-09 | S | D | 906 | $278.40 | 10,919,522 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $278.0500 to $279.0400. 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 | 2024-02-09 | S | D | 639 | $277.20 | 10,920,428 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $276.9300 to $277.3200. 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 | 2024-02-09 | S | D | 2,792 | $276.40 | 10,921,067 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $275.9200 to $276.8700. 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 | 2024-02-09 | S | D | 2,345 | $281.29 | 10,916,191 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $281.0200 to $281.6000. 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. |
| 7 | Common | Common Stock | 2024-02-09 | S | D | 986 | $280.25 | 10,918,536 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $279.7400 to $280.6650. 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 | 2024-02-12 | S | D | 148 | $283.08 | 10,908,710 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $283.0700 to $283.3000. 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. |