Form 4 for MORN Morningstar, Inc.
Accepted 2024-05-23 00:00:00 ET · period of report 2024-05-21 · accession 0001062993-24-011089 · 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 | 2024-05-23 | 2024-05-21+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $299.03 | -13.0K | 10.68M | -0.1% | -$3.89M |
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 | 2024-05-22 | S | D | 2,064 | $299.52 | 10,677,881 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $299.0400 to $300.0100. 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 | 2024-05-21 | S | D | 230 | $300.55 | 10,679,945 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $300.4950 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 | 2024-05-21 | S | D | 1,365 | $298.79 | 10,681,908 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $298.3200 to $299.3100. 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 | 2024-05-21 | S | D | 1,325 | $296.81 | 10,686,606 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $296.1700 to $297.1700. 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 | 2024-05-21 | S | D | 3,333 | $297.74 | 10,683,273 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $297.1900 to $298.1900. 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 | 2024-05-22 | S | D | 2,703 | $300.57 | 10,675,178 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $300.0650 to $301.0500. 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 | 2024-05-22 | S | D | 256 | $301.11 | 10,674,922 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $301.0750 to $301.1600. 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 | 2024-05-21 | S | D | 1,733 | $299.93 | 10,680,175 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $299.4900 to $300.4900. 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. |