InsiderTrades

Form 4 for MORN Morningstar, Inc.

Accepted 2024-08-13 00:00:00 ET · period of report 2024-08-12 · accession 0001289419-24-000070 · 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
2024-08-13 2024-08-12 MORN Kaplan Steven N Dir D - Sale to Iss $305.47 -1,250 42.6K -3% -$381.8K

Purchase Sale Sale after option exercise All abbreviations

Every reported transaction

#TableSecurityDateCodeA/DSharesPriceOwned afterOwnExercise / expiryUnderlyingFootnotes
1 Common Common Stock (Restricted Stock Units) 2024-08-12 D D 1,250 $305.47 42,566 D — — (F1) The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 3, 2023.