Form 4 for MORN Morningstar, Inc.
Accepted 2024-06-06 00:00:00 ET · period of report 2024-06-04 · accession 0001062993-24-012100 · 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 | 2024-06-06 | 2024-06-04+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $292.79 | -7,016 | 10.65M | -0.1% | -$2.05M |
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 | 2024-06-05 | S | D | 155 | $295.15 | 10,642,030 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $294.6500 to $295.5700. 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 | 2024-06-05 | S | D | 118 | $296.02 | 10,641,912 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $295.7400 to $296.3100. 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. |
| 3 | Common | Common Stock | 2024-06-05 | S | D | 41 | $293.67 | 10,642,185 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $293.5850 to $293.7150. 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 | 2024-06-05 | S | D | 61 | $293.23 | 10,642,226 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $292.5800 to $293.4800. 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 | 2024-06-05 | S | D | 22 | $291.64 | 10,642,287 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $291.2750 to $291.8350. 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 | 2024-06-04 | S | D | 678 | $293.98 | 10,642,309 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $293.8300 to $294.3450. 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 | 2024-06-04 | S | D | 2,253 | $293.14 | 10,642,987 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $292.7100 to $293.5300. 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 | 2024-06-04 | S | D | 3,035 | $292.32 | 10,645,240 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $291.7000 to $292.6900. 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. |
| 9 | Common | Common Stock | 2024-06-04 | S | D | 653 | $291.28 | 10,648,275 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $290.5500 to $291.5300. 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. |