Form 4 for MORN Morningstar, Inc.
Accepted 2024-08-27 00:00:00 ET · period of report 2024-08-23 · accession 0001289419-24-000083 · 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 | 2024-08-27 | 2024-08-23+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $313.28 | -13.0K | 10.57M | -0.1% | -$4.06M |
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 | 2024-08-23 | S | D | 218 | $315.67 | 10,561,939 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $315.5600 to $315.7800. 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 | 2024-08-26 | S | D | 3,080 | $313.16 | 10,558,859 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $312.8300 to $313.8000. 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 | 2024-08-26 | S | D | 1,598 | $314.14 | 10,557,261 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $313.8400 to $314.8001. 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 | 2024-08-23 | S | D | 432 | $315.02 | 10,562,157 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $314.5000 to $315.4950. 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 | 2024-08-23 | S | D | 3,361 | $313.67 | 10,562,589 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $313.2750 to $314.2650. 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 | 2024-08-23 | S | D | 1,235 | $311.86 | 10,568,781 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $311.2450 to $312.2400. 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 | 2024-08-23 | S | D | 179 | $310.54 | 10,570,016 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $310.2101 to $311.1800. 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 | 2024-08-26 | S | D | 39 | $314.94 | 10,557,222 | D | — | — | |
| 9 | Common | Common Stock | 2024-08-23 | S | D | 2,831 | $312.80 | 10,565,950 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $312.2500 to $313.2100. 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. |