Form 4 for MORN Morningstar, Inc.
Accepted 2024-09-03 00:00:00 ET · period of report 2024-08-29 · accession 0001289419-24-000087 · 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 | 2024-09-03 | 2024-08-29+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $312.21 | -12.9K | 10.54M | -0.1% | -$4.01M |
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 | 2024-08-30 | S | D | 140 | $314.78 | 10,532,974 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $314.7600 to $314.8800. 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 | 2024-08-30 | S | D | 403 | $313.98 | 10,533,114 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $313.7000 to $314.3250. 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 | 2024-08-30 | S | D | 1,267 | $313.23 | 10,533,517 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $312.6550 to $313.5900. 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 | 2024-08-30 | S | D | 3,260 | $312.13 | 10,534,784 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $311.6500 to $312.6400. 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 | 2024-08-29 | S | D | 34 | $314.60 | 10,539,718 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $314.4700 to $314.6750. 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 | 2024-08-29 | S | D | 1,136 | $313.83 | 10,539,752 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $313.4650 to $314.4000. 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 | 2024-08-29 | S | D | 1,132 | $312.94 | 10,540,888 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $312.4300 to $313.3800. 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 | 2024-08-29 | S | D | 2,235 | $311.92 | 10,542,020 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $311.4300 to $312.3850. 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. |
| 9 | Common | Common Stock | 2024-08-29 | S | D | 1,262 | $311.04 | 10,544,255 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $310.4000 to $311.3800. 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. |
| 10 | Common | Common Stock | 2024-08-29 | S | D | 311 | $309.70 | 10,545,517 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $309.2800 to $310.0200. 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. |
| 11 | Common | Common Stock | 2024-08-30 | S | D | 1,674 | $311.03 | 10,538,044 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $310.6001 to $311.6000. 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. |