Form 4 for MORN Morningstar, Inc.
Accepted 2024-09-06 00:00:00 ET · period of report 2024-09-03 · accession 0001289419-24-000091 · 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 | 2024-09-06 | 2024-09-03+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $312.86 | -7,236 | 10.53M | -0.1% | -$2.26M |
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 | 2024-09-04 | S | D | 369 | $314.59 | 10,525,792 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $314.4700 to $314.6900. 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 | 2024-09-05 | S | D | 54 | $312.55 | 10,525,738 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $312.5350 to $312.5700. 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 | 2024-09-04 | S | D | 1,266 | $314.03 | 10,526,161 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $313.6800 to $314.3200. 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. |
| 4 | Common | Common Stock | 2024-09-04 | S | D | 1,992 | $313.07 | 10,527,427 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $312.5500 to $313.4200. 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 | 2024-09-03 | S | D | 721 | $312.94 | 10,532,253 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $312.7700 to $313.6200. 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 | 2024-09-04 | S | D | 2,834 | $311.94 | 10,529,419 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $311.5400 to $312.5300. 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. |