Form 4 for MORN Morningstar, Inc.
Accepted 2024-03-14 00:00:00 ET · period of report 2024-03-12 · accession 0001062993-24-006436 · 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 | 2024-03-14 | 2024-03-12 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $307.73 | -8,614 | 10.77M | -0.1% | -$2.65M |
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 | 2024-03-12 | S | D | 2,151 | $306.42 | 10,772,535 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $305.8900 to $306.8350. 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 | 2024-03-12 | S | D | 2,029 | $307.30 | 10,770,506 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $306.8900 to $307.8800. 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 | 2024-03-12 | S | D | 732 | $308.23 | 10,769,774 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $307.9000 to $308.8800. 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 | 2024-03-12 | S | D | 291 | $310.25 | 10,766,912 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $310.0000 to $310.4150. 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 | 2024-03-12 | S | D | 2,571 | $309.60 | 10,767,203 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $308.9600 to $309.9300. 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 | 2024-03-12 | S | D | 840 | $305.10 | 10,774,686 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $304.8300 to $305.8050. 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. |