Form 4 for MORN Morningstar, Inc.
Accepted 2024-08-07 00:00:00 ET · period of report 2024-08-06 · accession 0001289419-24-000066 · 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 | 2024-08-07 | 2024-08-06 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $302.64 | -9,062 | 10.63M | -0.1% | -$2.74M |
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 | 2024-08-06 | S | D | 822 | $300.98 | 10,639,946 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $300.3200 to $301.3000. 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 | 2024-08-06 | S | D | 3,481 | $301.88 | 10,636,465 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $301.3250 to $302.3000. 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 | 2024-08-06 | S | D | 555 | $304.84 | 10,631,706 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $304.5400 to $305.3300. 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 | 2024-08-06 | S | D | 2,112 | $303.92 | 10,632,261 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $303.5200 to $304.3550. 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 | 2024-08-06 | S | D | 2,092 | $302.70 | 10,634,373 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $302.3550 to $303.2500. 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. |