Form 4 for MORN Morningstar, Inc.
Accepted 2024-03-12 00:00:00 ET · period of report 2024-03-11 · accession 0001062993-24-006288 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-03-12 | 2024-03-11 | MORN | Kaplan Steven N | Dir | S - Sale | $306.81 | -1,250 | 44.4K | -3% | -$383.5K |
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 | 2024-03-11 | S | D | 1,250 | $306.81 | 44,427 | D | — | — | (F1) The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 3, 2023. (F2) The transaction was executed in multiple trades at prices ranging from $305.6400 to $307.7500. 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. |