InsiderTrades

Form 4 for MORN Morningstar, Inc.

Accepted 2024-02-21 00:00:00 ET · period of report 2024-02-20 · accession 0001062993-24-003887 · 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
2024-02-21 2024-02-20 MORN Mansueto Joseph D Executive COB, Dir, 10% S - Sale $273.07 -4,176 10.89M -0.0% -$1.14M

Purchase Sale Sale after option exercise All abbreviations

Every reported transaction

#TableSecurityDateCodeA/DSharesPriceOwned afterOwnExercise / expiryUnderlyingFootnotes
1 Common Common Stock 2024-02-20 S D 4,176 $273.07 10,887,311 D — — (F2) The transaction was executed in multiple trades at prices ranging from $272.9100 to $273.5700. 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.