InsiderTrades

Form 4 for MORN Morningstar, Inc.

Accepted 2024-08-05 00:00:00 ET · period of report 2024-08-01 · accession 0001289419-24-000064 · 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 2024-08-05 2024-08-01 MORN Mansueto Joseph D Executive COB, Dir, 10% S - Sale $317.03 -1,144 10.64M -0.0% -$362.7K

Purchase Sale Sale after option exercise All abbreviations

Every reported transaction

#TableSecurityDateCodeA/DSharesPriceOwned afterOwnExercise / expiryUnderlyingFootnotes
1 Common Common Stock 2024-08-01 S D 190 $317.66 10,640,768 D — — (F3) The transaction was executed in multiple trades at prices ranging from $317.6500 to $317.6600. 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.
2 Common Common Stock 2024-08-01 S D 954 $316.90 10,640,958 D — — (F2) The transaction was executed in multiple trades at prices ranging from $316.6500 to $317.6300. 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.