Form 4 for MORN Morningstar, Inc.
Accepted 2024-11-04 00:00:00 ET · period of report 2024-11-01 · accession 0001289419-24-000115 · 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 | 2024-11-04 | 2024-11-01 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $328.22 | -9,062 | 10.85M | -0.1% | -$2.97M |
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 | 2024-11-01 | S | D | 4,502 | $327.58 | 10,850,278 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $327.0500 to $328.0400. 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. (F3) Reflects 337,868 shares distributed in the third quarter of 2024 to the reporting person from grantor retained annuity trusts established for the benefit of the reporting person and his children which were previously included as indirect holdings and are now reported as directly held. |
| 2 | Common | Common Stock | 2024-11-01 | S | D | 1,742 | $329.46 | 10,845,718 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $329.0850 to $330.0000. 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 | 2024-11-01 | S | D | 2,818 | $328.46 | 10,847,460 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $328.0550 to $329.0400. 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. |