Form 4 for MORN Morningstar, Inc.
Accepted 2024-05-28 00:00:00 ET · period of report 2024-05-23 · accession 0001062993-24-011368 · 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 | 2024-05-28 | 2024-05-23+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $297.28 | -6,197 | 10.67M | -0.1% | -$1.84M |
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 | 2024-05-23 | S | D | 974 | $298.53 | 10,673,948 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $298.1800 to $299.1500. 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 | 2024-05-23 | S | D | 141 | $299.25 | 10,673,807 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $299.2100 to $299.3800. 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 | 2024-05-24 | S | D | 293 | $294.32 | 10,673,514 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $293.7300 to $294.6600. 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 | 2024-05-24 | S | D | 414 | $295.52 | 10,673,100 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $295.1600 to $295.9900. 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 | 2024-05-24 | S | D | 2,392 | $296.81 | 10,670,708 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $296.1700 to $297.1100. 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. |
| 6 | Common | Common Stock | 2024-05-24 | S | D | 1,225 | $297.56 | 10,669,483 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $297.2300 to $298.0500. 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 | 2024-05-24 | S | D | 758 | $298.47 | 10,668,725 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $298.2300 to $298.9700. 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. |