Form 4 for MORN Morningstar, Inc.
Accepted 2024-05-21 00:00:00 ET · period of report 2024-05-17 · accession 0001062993-24-010902 · 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 | 2024-05-21 | 2024-05-17+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $299.77 | -9,519 | 10.69M | -0.1% | -$2.85M |
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 | 2024-05-20 | S | D | 1,613 | $300.45 | 10,689,014 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $299.9450 to $300.8700. 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 | 2024-05-20 | S | D | 1,083 | $301.27 | 10,687,931 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $301.0000 to $301.9850. 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 | 2024-05-20 | S | D | 2,538 | $299.17 | 10,690,627 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $298.7750 to $299.7400. 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 | 2024-05-17 | S | D | 698 | $300.16 | 10,693,165 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $299.9800 to $300.4550. 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 | 2024-05-17 | S | D | 3,587 | $299.37 | 10,693,863 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $298.9700 to $299.9300. 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. |