Form 4 for MORN Morningstar, Inc.
Accepted 2024-05-03 00:00:00 ET · period of report 2024-05-01 · accession 0001062993-24-009355 · 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 | 2024-05-03 | 2024-05-01+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $288.42 | -16.6K | 10.76M | -0.2% | -$4.80M |
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 | 2024-05-01 | S | D | 1,199 | $282.95 | 10,765,713 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $282.4350 to $283.3100. 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 | 2024-05-01 | S | D | 1,034 | $284.36 | 10,764,679 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $283.8800 to $284.8600. 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 | 2024-05-01 | S | D | 368 | $285.59 | 10,764,311 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $284.9000 to $285.8600. 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 | 2024-05-01 | S | D | 1,597 | $286.48 | 10,762,714 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $285.9150 to $286.8800. 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. |
| 5 | Common | Common Stock | 2024-05-01 | S | D | 1,852 | $287.50 | 10,760,862 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $286.9800 to $287.9300. 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 | 2024-05-01 | S | D | 800 | $288.55 | 10,760,062 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $288.0200 to $288.9400. 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 | 2024-05-02 | S | D | 593 | $291.63 | 10,750,266 | D | — | — | (F14) The transaction was executed in multiple trades at prices ranging from $291.3500 to $291.8650. 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. |
| 8 | Common | Common Stock | 2024-05-01 | S | D | 722 | $290.44 | 10,758,587 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $290.1250 to $291.0200. 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 | 2024-05-02 | S | D | 569 | $287.66 | 10,758,018 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $287.1800 to $287.9500. 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. |
| 10 | Common | Common Stock | 2024-05-02 | S | D | 1,063 | $288.87 | 10,756,955 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $288.1900 to $289.1850. 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 | 2024-05-02 | S | D | 2,185 | $289.70 | 10,754,770 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $289.2450 to $290.2400. 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 | 2024-05-02 | S | D | 3,911 | $290.80 | 10,750,859 | D | — | — | (F13) The transaction was executed in multiple trades at prices ranging from $290.2700 to $291.2200. 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. |
| 13 | Common | Common Stock | 2024-05-01 | S | D | 753 | $289.65 | 10,759,309 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $289.1200 to $290.0850. 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. |