Form 4 for MORN Morningstar, Inc.
Accepted 2024-05-17 00:00:00 ET · period of report 2024-05-15 · accession 0001062993-24-010733 · 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 | 2024-05-17 | 2024-05-15+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $300.83 | -10.9K | 10.70M | -0.1% | -$3.27M |
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 | 2024-05-15 | S | D | 17 | $297.25 | 10,708,299 | D | — | — | |
| 2 | Common | Common Stock | 2024-05-15 | S | D | 188 | $298.76 | 10,708,111 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $298.3650 to $299.1750. 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 | 2024-05-15 | S | D | 264 | $299.80 | 10,707,847 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $299.4200 to $300.1100. 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 | 2024-05-15 | S | D | 2,947 | $301.03 | 10,704,900 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $300.5700 to $301.4700. 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 | 2024-05-15 | S | D | 1,388 | $301.87 | 10,703,512 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $301.6000 to $302.4400. 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 | 2024-05-16 | S | D | 3,419 | $300.26 | 10,700,093 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $299.6400 to $300.6300. 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 | 2024-05-16 | S | D | 2,513 | $301.04 | 10,697,580 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $300.6400 to $301.5200. 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 | 2024-05-16 | S | D | 130 | $301.70 | 10,697,450 | D | — | — |