Form 4 for MORN Morningstar, Inc.
Accepted 2024-11-06 00:00:00 ET · period of report 2024-11-04 · accession 0001289419-24-000117 · 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 | 2024-11-06 | 2024-11-04+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $331.60 | -17.7K | 10.84M | -0.2% | -$5.88M |
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 | 2024-11-04 | S | D | 2,633 | $329.25 | 10,842,166 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $328.4850 to $329.4800. 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 | 2024-11-04 | S | D | 5,229 | $329.77 | 10,836,937 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $329.4850 to $330.3900. 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 | 2024-11-04 | S | D | 281 | $330.57 | 10,836,656 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $330.5100 to $330.6800. 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 | 2024-11-05 | S | D | 1,441 | $336.19 | 10,827,994 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $335.6700 to $336.6400. 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 | 2024-11-05 | S | D | 760 | $331.97 | 10,835,352 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $331.5450 to $332.4600. 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 | 2024-11-05 | S | D | 2,716 | $333.02 | 10,832,636 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $332.5650 to $333.4800. 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 | 2024-11-05 | S | D | 2,258 | $334.10 | 10,830,378 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $333.6000 to $334.5850. 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 | 2024-11-05 | S | D | 943 | $335.16 | 10,829,435 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $334.6150 to $335.6000. 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. |
| 9 | Common | Common Stock | 2024-11-04 | S | D | 919 | $327.83 | 10,844,799 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $327.4100 to $328.3650. 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 | 2024-11-05 | S | D | 544 | $330.99 | 10,836,112 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $330.3000 to $331.2950. 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. |