Form 4 for MORN Morningstar, Inc.
Accepted 2024-08-19 00:00:00 ET · period of report 2024-08-15 · accession 0001289419-24-000075 · 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 | 2024-08-19 | 2024-08-15+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $313.96 | -14.8K | 10.60M | -0.1% | -$4.66M |
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 | 2024-08-16 | S | D | 692 | $313.16 | 10,592,198 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $312.6301 to $313.6050. 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 | 2024-08-16 | S | D | 2,724 | $316.52 | 10,584,968 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $316.1800 to $316.9250. 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 | 2024-08-16 | S | D | 1,927 | $314.12 | 10,590,271 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $313.6650 to $314.6150. 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 | 2024-08-15 | S | D | 782 | $311.69 | 10,597,214 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $311.3700 to $312.0400. 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 | 2024-08-15 | S | D | 3,332 | $312.89 | 10,593,882 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $312.3900 to $313.3100. 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 | 2024-08-15 | S | D | 992 | $313.75 | 10,592,890 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $313.4500 to $313.9900. 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 | 2024-08-16 | S | D | 2,579 | $315.66 | 10,587,692 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $315.1800 to $316.1650. 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 | 2024-08-15 | S | D | 1,803 | $310.84 | 10,597,996 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $310.1500 to $311.1100. 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. |