Form 4 for MORN Morningstar, Inc.
Accepted 2024-05-31 00:00:00 ET · period of report 2024-05-29 · accession 0001062993-24-011559 · 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 | 2024-05-31 | 2024-05-29+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $287.22 | -5,964 | 10.66M | -0.1% | -$1.71M |
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 | 2024-05-29 | S | D | 95 | $290.95 | 10,668,394 | D | — | — | |
| 2 | Common | Common Stock | 2024-05-30 | S | D | 1,205 | $287.85 | 10,662,526 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $287.7000 to $288.000. 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 | 2024-05-30 | S | D | 1 | $288.82 | 10,662,525 | D | — | — | |
| 4 | Common | Common Stock | 2024-05-30 | S | D | 4,663 | $286.98 | 10,663,731 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $286.6900 to 287.6601. 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. |