Form 4 for MORN Morningstar, Inc.
Accepted 2024-05-07 00:00:00 ET · period of report 2024-05-03 · accession 0001062993-24-009560 · 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 | 2024-05-07 | 2024-05-03+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $296.14 | -16.4K | 10.75M | -0.2% | -$4.87M |
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 | 2024-05-03 | S | D | 18 | $291.74 | 10,750,248 | D | — | — | |
| 2 | Common | Common Stock | 2024-05-06 | S | D | 2,524 | $298.67 | 10,735,745 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $298.0700 to $299.0500. 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 | 2024-05-06 | S | D | 2,563 | $297.50 | 10,738,269 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $297.0300 to $297.9400. 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. |
| 4 | Common | Common Stock | 2024-05-06 | S | D | 352 | $296.84 | 10,740,832 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $296.0201 to $297.0050. 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 | 2024-05-06 | S | D | 128 | $295.62 | 10,741,184 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $295.0001 to $295.9900. 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. |
| 6 | Common | Common Stock | 2024-05-03 | S | D | 1,910 | $295.24 | 10,741,312 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $294.9150 to $295.9100. 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 | 2024-05-03 | S | D | 5,016 | $294.31 | 10,743,222 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $293.9100 to $294.8600. 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. |
| 8 | Common | Common Stock | 2024-05-06 | S | D | 1,919 | $299.34 | 10,733,826 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $299.0950 to $300.000. 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 | 2024-05-03 | S | D | 2,010 | $293.57 | 10,748,238 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $292.8900 to $293.8700. 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. |