Form 4 for MORN Morningstar, Inc.
Accepted 2024-08-15 00:00:00 ET · period of report 2024-08-13 · accession 0001289419-24-000073 · 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 | 2024-08-15 | 2024-08-13+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $309.67 | -10.8K | 10.60M | -0.1% | -$3.33M |
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 | 2024-08-13 | S | D | 489 | $306.82 | 10,610,066 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $306.4650 to $307.4550. 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 | 2024-08-13 | S | D | 1,474 | $308.20 | 10,608,592 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $307.4900 to $308.4900. 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 | 2024-08-13 | S | D | 1,352 | $308.99 | 10,607,240 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $308.5850 to $309.5600. 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 | 2024-08-13 | S | D | 1,998 | $309.95 | 10,605,242 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $309.5950 to $310.5550. 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. |
| 5 | Common | Common Stock | 2024-08-13 | S | D | 186 | $310.70 | 10,605,056 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $310.6400 to $310.7500. 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 | 2024-08-14 | S | D | 955 | $311.20 | 10,599,799 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $311.0650 to $311.4200. 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. |
| 7 | Common | Common Stock | 2024-08-14 | S | D | 2,659 | $310.59 | 10,600,754 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $310.0250 to $311.0000. 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. |
| 8 | Common | Common Stock | 2024-08-14 | S | D | 1,643 | $309.53 | 10,603,413 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $309.0500 to $309.8801. 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. |