Form 4 for MORN Morningstar, Inc.
Accepted 2024-05-09 00:00:00 ET · period of report 2024-05-07 · accession 0001062993-24-009807 · 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 | 2024-05-09 | 2024-05-06+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $300.43 | -7,758 | 10.73M | -0.1% | -$2.33M |
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 | 2024-05-07 | S | D | 53 | $298.39 | 10,733,773 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $298.1800 to $298.4950. 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 | 2024-05-07 | S | D | 2,882 | $299.90 | 10,730,891 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $299.2800 to $300.2700. 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 | 2024-05-07 | S | D | 3,936 | $300.74 | 10,726,955 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $300.2900 to $301.2801. 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 | 280 | $300.02 | 10,726,068 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $299.9650 to $300.2100. 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 | 2024-05-08 | S | D | 30 | $302.53 | 10,726,452 | D | — | — | |
| 6 | Common | Common Stock | 2024-05-08 | S | D | 104 | $299.82 | 10,726,348 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $298.9500 to $299.8950. 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 | 2024-05-07 | S | D | 473 | $301.62 | 10,726,482 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $301.3100 to $302.2500. 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. |