Form 4 for MORN Morningstar, Inc.
Accepted 2024-08-09 00:00:00 ET · period of report 2024-08-07 · accession 0001289419-24-000068 · 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 | 2024-08-09 | 2024-08-07+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $304.43 | -11.0K | 10.63M | -0.1% | -$3.36M |
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 | 2024-08-08 | S | D | 381 | $305.72 | 10,620,679 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $305.6500 to $305.9750. 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 | 2024-08-08 | S | D | 3,222 | $305.03 | 10,621,060 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $304.6500 to $305.5800. 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 | 2024-08-08 | S | D | 1,345 | $304.07 | 10,624,282 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $303.6401 to $304.5550. 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 | 2024-08-08 | S | D | 20 | $302.70 | 10,625,627 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $302.6000 to $302.7900. 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 | 2024-08-08 | S | D | 132 | $301.14 | 10,625,647 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $301.1250 to $301.1850. 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 | 2024-08-08 | S | D | 17 | $299.98 | 10,625,779 | D | — | — | |
| 7 | Common | Common Stock | 2024-08-07 | S | D | 50 | $307.54 | 10,625,796 | D | — | — | |
| 8 | Common | Common Stock | 2024-08-07 | S | D | 568 | $306.98 | 10,625,846 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $306.5200 to $307.3800. 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. |
| 9 | Common | Common Stock | 2024-08-07 | S | D | 969 | $304.75 | 10,628,153 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $304.3301 to $305.3000. 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. |
| 10 | Common | Common Stock | 2024-08-07 | S | D | 473 | $303.81 | 10,629,122 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $303.3201 to $304.2801. 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. |
| 11 | Common | Common Stock | 2024-08-07 | S | D | 544 | $302.29 | 10,629,595 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $302.1200 to $302.5400. 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. |
| 12 | Common | Common Stock | 2024-08-07 | S | D | 1,567 | $301.67 | 10,630,139 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $301.1100 to $302.0550. 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. |
| 13 | Common | Common Stock | 2024-08-07 | S | D | 1,739 | $305.85 | 10,626,414 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $305.3650 to $306.3300. 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. |