Form 4 for MORN Morningstar, Inc.
Accepted 2024-02-23 00:00:00 ET · period of report 2024-02-21 · accession 0001062993-24-004278 · 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 | 2024-02-23 | 2024-02-21+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $275.33 | -15.5K | 10.88M | -0.1% | -$4.26M |
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 | 2024-02-21 | S | D | 3,748 | $272.65 | 10,883,563 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $272.2900 to $273.1600. 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. |
| 2 | Common | Common Stock | 2024-02-22 | S | D | 2,702 | $276.85 | 10,871,821 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $276.7300 to $277.4100. 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 | 2024-02-22 | S | D | 2,220 | $275.51 | 10,880,963 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $274.7300 to $275.7200. 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 | 2024-02-22 | S | D | 6,440 | $276.26 | 10,874,523 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $275.7300 to $276.7200. 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 | 2024-02-22 | S | D | 380 | $274.09 | 10,883,183 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $273.5600 to $274.3300. 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. |