Form 4 for MORN Morningstar, Inc.
Accepted 2024-05-13 00:00:00 ET · period of report 2024-05-09 · accession 0001062993-24-010062 · 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 | 2024-05-13 | 2024-05-09+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $298.16 | -11.5K | 10.72M | -0.1% | -$3.43M |
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 | 2024-05-09 | S | D | 2,367 | $296.86 | 10,722,441 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $296.5050 to $297.4150. 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. |
| 2 | Common | Common Stock | 2024-05-10 | S | D | 259 | $300.39 | 10,714,555 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $300.2200 to $300.6000. 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 | 2024-05-09 | S | D | 1,812 | $298.89 | 10,719,618 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $298.5800 to $299.3000. 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 | 2024-05-10 | S | D | 3,359 | $298.66 | 10,716,259 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $298.1900 to $299.1700. 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 | 2024-05-10 | S | D | 1,445 | $299.63 | 10,714,814 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $299.2000 to $300.1400. 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 | 2024-05-09 | S | D | 1,260 | $295.94 | 10,724,808 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $295.4400 to $296.4100. 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 | 2024-05-09 | S | D | 1,011 | $298.29 | 10,721,430 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $297.5550 to $298.5400. 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. |