Form 4 for MORN Morningstar, Inc.
Accepted 2024-06-04 00:00:00 ET · period of report 2024-05-31 · accession 0001062993-24-011892 · 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 | 2024-06-04 | 2024-05-31+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $288.59 | -13.6K | 10.65M | -0.1% | -$3.92M |
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 | 2024-05-31 | S | D | 2,548 | $286.68 | 10,659,977 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $286.4300 to $287.4100. 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 | 2024-05-31 | S | D | 1,745 | $288.13 | 10,658,232 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $287.4600 to $288.3800. 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 | 2024-05-31 | S | D | 242 | $288.50 | 10,657,990 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $288.4750 to $288.6800. 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 | 2024-06-03 | S | D | 2,225 | $287.71 | 10,655,765 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $287.2500 to $288.2400. 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 | 2024-06-03 | S | D | 1,141 | $288.59 | 10,654,624 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $288.2700 to $289.2100. 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 | 2024-06-03 | S | D | 4,466 | $289.76 | 10,650,158 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $289.3700 to $290.3600. 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 | 2024-06-03 | S | D | 1,230 | $290.55 | 10,648,928 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $290.3800 to $290.8900. 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. |