Form 4 for MORN Morningstar, Inc.
Accepted 2024-09-10 00:00:00 ET · period of report 2024-09-06 · accession 0001289419-24-000093 · 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 | 2024-09-10 | 2024-09-06+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $306.23 | -8,481 | 10.53M | -0.1% | -$2.60M |
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 | 2024-09-09 | S | D | 140 | $307.64 | 10,517,257 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $307.6400 to $307.7050 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 | 2024-09-09 | S | D | 2,705 | $307.07 | 10,517,397 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $306.6100 to $307.5400. 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 | 2024-09-09 | S | D | 1,793 | $305.98 | 10,520,102 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $305.5700 to $306.5550. 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 | 2024-09-09 | S | D | 3,418 | $304.98 | 10,521,895 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $304.5600 to $305.5450. 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 | 2024-09-06 | S | D | 307 | $311.25 | 10,525,431 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $310.9800 to $311.9700. 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 | 2024-09-06 | S | D | 118 | $312.17 | 10,525,313 | D | — | — |