Form 4 for MORN Morningstar, Inc.
Accepted 2024-02-20 00:00:00 ET · period of report 2024-02-15 · accession 0001062993-24-003711 · 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 | 2024-02-20 | 2024-02-15+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $277.75 | -8,230 | 10.89M | -0.1% | -$2.29M |
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 | 2024-02-16 | S | D | 1,367 | $277.60 | 10,891,487 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $277.3950 to $278.2500. 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. |
| 2 | Common | Common Stock | 2024-02-15 | S | D | 200 | $279.79 | 10,892,854 | D | — | — | |
| 3 | Common | Common Stock | 2024-02-15 | S | D | 4,004 | $277.96 | 10,893,747 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $277.6200 to $278.6100. 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 | 2024-02-15 | S | D | 1,966 | $276.81 | 10,897,751 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $276.5100 to $277.4700. 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 | 2024-02-15 | S | D | 693 | $278.92 | 10,893,054 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $278.6400 to $279.6100. 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. |