Form 4 for MORN Morningstar, Inc.
Accepted 2024-09-12 00:00:00 ET · period of report 2024-09-10 · accession 0001289419-24-000095 · 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 | 2024-09-12 | 2024-09-10 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $305.97 | -345 | 10.52M | -0.0% | -$105.6K |
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 | 2024-09-10 | S | D | 120 | $305.53 | 10,517,045 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $305.1250 to $306.1150. 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 | 2024-09-10 | S | D | 37 | $306.49 | 10,517,008 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $306.1850 to $307.0300. 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 | 2024-09-10 | S | D | 92 | $304.69 | 10,517,165 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $304.1100 to $305.0550. 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 | 2024-09-10 | S | D | 92 | $307.53 | 10,516,916 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $307.2700 to $308.0100. 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 | 2024-09-10 | S | D | 4 | $308.34 | 10,516,912 | D | — | — |