Form 4 for MORN Morningstar, Inc.
Accepted 2024-08-13 00:00:00 ET · period of report 2024-08-09 · accession 0001289419-24-000071 · 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 | 2024-08-13 | 2024-08-09+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $305.45 | -10.1K | 10.62M | -0.1% | -$3.09M |
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 | 2024-08-09 | S | D | 1,410 | $305.03 | 10,619,269 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $304.3900 to $305.3850. 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 | 2024-08-12 | S | D | 3,496 | $305.09 | 10,612,208 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $304.4700 to $305.4600. 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 | 2024-08-09 | S | D | 151 | $306.51 | 10,615,704 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $306.4200 to $306.7100. 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 | 2024-08-12 | S | D | 1,653 | $305.75 | 10,610,555 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $305.4700 to $306.1700. 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 | 2024-08-09 | S | D | 3,414 | $305.80 | 10,615,855 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $305.3900 to $306.3250. 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. |