InsiderTrades

Form 4 for MORN Morningstar, Inc.

Accepted 2024-05-13 00:00:00 ET · period of report 2024-05-10 · accession 0001062993-24-010061 · 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
2024-05-13 2024-05-10 MORN Kaplan Steven N Dir S - Sale $298.13 -1,250 43.2K -3% -$372.7K

Purchase Sale Sale after option exercise All abbreviations

Every reported transaction

#TableSecurityDateCodeA/DSharesPriceOwned afterOwnExercise / expiryUnderlyingFootnotes
1 Common Common Stock 2024-05-10 S D 1,250 $298.13 43,177 D — — (F1) The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 3, 2023.