Form 4 for MORN Morningstar, Inc.
Accepted 2024-08-29 00:00:00 ET · period of report 2024-08-27 · accession 0001289419-24-000085 · 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 | 2024-08-29 | 2024-08-27+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $311.30 | -11.4K | 10.55M | -0.1% | -$3.55M |
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 | 2024-08-28 | S | D | 68 | $314.31 | 10,545,828 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $314.2600 to $314.4050. 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 | 2024-08-28 | S | D | 764 | $312.58 | 10,546,210 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $312.1600 to $313.0600. 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 | 2024-08-28 | S | D | 1,759 | $311.58 | 10,546,974 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $311.1600 to $312.1300. 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 | 2024-08-28 | S | D | 2,765 | $310.46 | 10,548,733 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $310.0200 to $310.9550. 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 | 2024-08-27 | S | D | 3,614 | $311.69 | 10,551,498 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $311.2700 to $312.1250. 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 | 2024-08-27 | S | D | 2,110 | $310.55 | 10,555,112 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $310.2300 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. |
| 7 | Common | Common Stock | 2024-08-28 | S | D | 314 | $313.84 | 10,545,896 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $313.2450 to $314.0850. 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. |