Form 4 for MORN Morningstar, Inc.
Accepted 2024-08-23 00:00:00 ET · period of report 2024-08-21 · accession 0001289419-24-000079 · 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 | 2024-08-23 | 2024-08-21+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $312.05 | -10.7K | 10.57M | -0.1% | -$3.35M |
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 | 2024-08-22 | S | D | 245 | $313.26 | 10,570,195 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $313.1600 to $313.3050. 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 | 2024-08-22 | S | D | 1,584 | $312.69 | 10,570,440 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $312.1300 to $313.1000. 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 | 2024-08-22 | S | D | 2,683 | $311.41 | 10,572,024 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $311.1100 to $312.1000. 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 | 2024-08-21 | S | D | 4,597 | $311.94 | 10,576,319 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $311.3100 to $312.2800. 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 | 2024-08-21 | S | D | 1,612 | $312.63 | 10,574,707 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $312.3800 to $313.0900. 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. |