Form 4 for MORN Morningstar, Inc.
Accepted 2024-03-08 00:00:00 ET · period of report 2024-03-06 · accession 0001062993-24-006009 · 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 | 2024-03-08 | 2024-03-06+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $310.33 | -18.5K | 10.79M | -0.2% | -$5.75M |
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 | 2024-03-06 | S | D | 573 | $310.77 | 10,790,031 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $310.5800 to $311.1500. 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 | 2024-03-07 | S | D | 2,294 | $310.17 | 10,787,737 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $309.6700 to $310.6100. 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 | 2024-03-07 | S | D | 3,193 | $311.13 | 10,784,544 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $310.7100 to $311.5900. 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 | 2024-03-07 | S | D | 908 | $311.86 | 10,783,636 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $311.8000 to $312.7900. 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 | 2024-03-07 | S | D | 552 | $313.48 | 10,783,084 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $313.0000 to $313.9700. 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. |
| 6 | Common | Common Stock | 2024-03-07 | S | D | 1,585 | $314.48 | 10,781,499 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $314.0450 to $314.9900. 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 | 2024-03-07 | S | D | 1 | $315.06 | 10,781,498 | D | — | — | |
| 8 | Common | Common Stock | 2024-03-06 | S | D | 3,993 | $309.18 | 10,793,750 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $308.5700 to $309.5600. 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 | 2024-03-06 | S | D | 1,720 | $308.11 | 10,797,743 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $307.5500 to $308.4900. 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 | 2024-03-06 | S | D | 173 | $306.20 | 10,799,463 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $306.0450 to $306.2850. 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 | 2024-03-06 | S | D | 377 | $305.45 | 10,799,636 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $305.0200 to $305.8500. 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 | 2024-03-06 | S | D | 3,146 | $309.97 | 10,790,604 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $309.5800 to $310.5550. 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. |