Form 4 for MORN Morningstar, Inc.
Accepted 2024-02-27 00:00:00 ET · period of report 2024-02-23 · accession 0001062993-24-004656 · 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 | 2024-02-27 | 2024-02-23+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $298.34 | -18.8K | 10.86M | -0.2% | -$5.62M |
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 | 2024-02-23 | S | D | 2,339 | $296.88 | 10,867,466 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $296.3850 to $297.2100. 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 | 2024-02-26 | S | D | 1,835 | $299.42 | 10,853,885 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $298.8400 to $299.7700. 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 | 2024-02-23 | S | D | 100 | $282.10 | 10,871,721 | D | — | — | |
| 4 | Common | Common Stock | 2024-02-23 | S | D | 20 | $283.90 | 10,871,701 | D | — | — | |
| 5 | Common | Common Stock | 2024-02-23 | S | D | 100 | $291.33 | 10,871,601 | D | — | — | |
| 6 | Common | Common Stock | 2024-02-23 | S | D | 304 | $292.82 | 10,871,297 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $292.6800 to $293.2450. 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 | 2024-02-23 | S | D | 654 | $294.50 | 10,870,643 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $293.8250 to $294.6500. 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 | 2024-02-23 | S | D | 838 | $295.23 | 10,869,805 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $294.8650 to $295.7800. 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. |
| 9 | Common | Common Stock | 2024-02-26 | S | D | 912 | $300.13 | 10,852,973 | D | — | — | (F13) The transaction was executed in multiple trades at prices ranging from $299.8500 to $300.5300. 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. |
| 10 | Common | Common Stock | 2024-02-23 | S | D | 2,732 | $298.00 | 10,864,734 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $297.4250 to $298.4100. 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. |
| 11 | Common | Common Stock | 2024-02-23 | S | D | 1,094 | $298.78 | 10,863,640 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $298.4300 to $299.3700. 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. |
| 12 | Common | Common Stock | 2024-02-23 | S | D | 1,687 | $299.95 | 10,861,953 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $299.4300 to $300.3800. 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. |
| 13 | Common | Common Stock | 2024-02-23 | S | D | 2,537 | $301.06 | 10,859,416 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $300.6000 to $301.5700. 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. |
| 14 | Common | Common Stock | 2024-02-23 | S | D | 245 | $301.77 | 10,859,171 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $301.7100 to $301.8400. 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. |
| 15 | Common | Common Stock | 2024-02-26 | S | D | 3,451 | $298.12 | 10,855,720 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $297.7100 to $298.7000. 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. |