Form 4 for MORN Morningstar, Inc.
Accepted 2024-02-29 00:00:00 ET · period of report 2024-02-27 · accession 0001062993-24-004950 · 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 | 2024-02-29 | 2024-02-27+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $295.85 | -21.0K | 10.84M | -0.2% | -$6.20M |
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 | 2024-02-27 | S | D | 11,004 | $294.86 | 10,841,969 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $294.5700 to $295.5000. 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 | 2024-02-28 | S | D | 2,312 | $297.85 | 10,833,670 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $297.3500 to $298.3300. 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. |
| 3 | Common | Common Stock | 2024-02-28 | S | D | 2,452 | $296.83 | 10,835,982 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $296.3500 to $297.3250. 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 | 2024-02-28 | S | D | 1,656 | $298.71 | 10,832,014 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $298.3800 to $299.2750. 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 | 2024-02-27 | S | D | 20 | $295.80 | 10,841,949 | D | — | — | |
| 6 | Common | Common Stock | 2024-02-28 | S | D | 697 | $294.95 | 10,841,252 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $294.2650 to $295.2600. 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 | 2024-02-28 | S | D | 2,818 | $295.74 | 10,838,434 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $295.2950 to $296.2800. 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. |