Form 4 for MORN Morningstar, Inc.
Accepted 2024-08-21 00:00:00 ET · period of report 2024-08-19 · accession 0001289419-24-000077 · 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 | 2024-08-21 | 2024-08-19+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $315.85 | -4,052 | 10.58M | -0.0% | -$1.28M |
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 | 2024-08-20 | S | D | 34 | $315.61 | 10,580,916 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $315.5800 to $316.0800. 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 | 2024-08-20 | S | D | 180 | $314.88 | 10,580,950 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $314.5000 to $315.4700. 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 | 2024-08-19 | S | D | 409 | $317.94 | 10,581,130 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $317.6500 to $318.1400. 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 | 2024-08-19 | S | D | 3,169 | $315.57 | 10,581,799 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $315.3300 to $316.3200. 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 | 2024-08-19 | S | D | 260 | $316.70 | 10,581,539 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $316.4800 to $317.0050. 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. |