Form 4 for MORN Morningstar, Inc.
Accepted 2024-03-04 00:00:00 ET · period of report 2024-02-29 · accession 0001062993-24-005237 · 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 | 2024-03-04 | 2024-02-29+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $298.49 | -10.4K | 10.82M | -0.1% | -$3.11M |
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 | 2024-02-29 | S | D | 3,205 | $298.42 | 10,828,809 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $297.9600 to $298.9500. 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 | 2024-02-29 | S | D | 993 | $299.10 | 10,827,816 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $298.9700 to $299.4700. 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. |
| 3 | Common | Common Stock | 2024-03-01 | S | D | 3,649 | $298.09 | 10,823,967 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $297.5900 to $298.5800. 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 | 2024-02-29 | S | D | 200 | $300.00 | 10,827,616 | D | — | — | |
| 5 | Common | Common Stock | 2024-03-01 | S | D | 2,376 | $298.82 | 10,821,591 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $298.5900 to $299.2200. 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. |