Form 4 for MORN Morningstar, Inc.
Accepted 2024-03-12 00:00:00 ET · period of report 2024-03-08 · accession 0001062993-24-006290 · 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 | 2024-03-12 | 2024-03-08+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $310.33 | -5,972 | 10.78M | -0.1% | -$1.85M |
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 | 2024-03-08 | S | D | 1,313 | $311.24 | 10,777,934 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $310.7550 to $311.4900. 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. |
| 2 | Common | Common Stock | 2024-03-11 | S | D | 1,297 | $307.69 | 10,775,526 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $307.5900 to $307.9000. 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 | 2024-03-08 | S | D | 1,111 | $312.48 | 10,776,823 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $312.0950 to $312.7300. 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 | 2024-03-08 | S | D | 2,251 | $310.27 | 10,779,247 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $309.7400 to $310.7300. 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. |