Form 4 for MORN Morningstar, Inc.
Accepted 2024-05-15 00:00:00 ET · period of report 2024-05-13 · accession 0001062993-24-010350 · 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 | 2024-05-15 | 2024-05-13+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $296.85 | -6,239 | 10.71M | -0.1% | -$1.85M |
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 | 2024-05-14 | S | D | 2,504 | $295.81 | 10,710,493 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $295.4000 to $296.3200. 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 | 2024-05-13 | S | D | 563 | $298.70 | 10,712,997 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $298.4400 to $299.0300. 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 | 2024-05-13 | S | D | 995 | $297.87 | 10,713,560 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $297.3800 to $298.2700. 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. |
| 4 | Common | Common Stock | 2024-05-14 | S | D | 345 | $297.51 | 10,708,316 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $297.4750 to $297.5850. 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 | 2024-05-14 | S | D | 1,832 | $297.01 | 10,708,661 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $296.4300 to $297.3900. 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. |