Form 4 for MORN Morningstar, Inc.
Accepted 2024-06-06 00:00:00 ET · period of report 2024-05-15 · accession 0001062993-24-012099 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-06-06 | 2024-06-04 | MORN | Lyons William M | Dir | S - Sale | $289.07 | -750 | 16.6K | -4% | -$216.8K | |
| 2024-06-06 | 2024-05-15 | MORN | Lyons William M | Dir | A - Grant | $0.00 | +639 | 17.3K | +4% | $0 |
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 | 2024-06-04 | S | D | 750 | $289.07 | 16,590 | D | — | — | |
| 2 | Common | Common Stock (Restricted Units) | 2024-05-15 | A | A | 639 | $0.00 | 17,340 | D | — | — | (F1) Each restricted stock unit represents a contingent right to receive one share of Morningstar, lnc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2025. |