Form 4 for MORN Morningstar, Inc.
Accepted 2024-02-15 00:00:00 ET · period of report 2024-02-14 · accession 0001062993-24-003334 · 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 | 2024-02-15 | 2024-02-14 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $275.94 | -8,993 | 10.90M | -0.1% | -$2.48M |
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 | 2024-02-14 | S | D | 875 | $275.47 | 10,904,705 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $275.1000 to $276.0775. 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 | 2024-02-14 | S | D | 2,011 | $274.48 | 10,905,580 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $274.0900 to $275.0800. 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. |
| 3 | Common | Common Stock | 2024-02-14 | S | D | 1,119 | $273.60 | 10,907,591 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $273.0800 to $274.0200. 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. |
| 4 | Common | Common Stock | 2024-02-14 | S | D | 2,481 | $276.63 | 10,902,224 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $276.1100 to $277.0700. 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 | 2024-02-14 | S | D | 100 | $278.52 | 10,899,717 | D | — | — | |
| 6 | Common | Common Stock | 2024-02-14 | S | D | 2,407 | $277.59 | 10,899,817 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $277.1200 to $278.0900. 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. |