Form 4 for MORN Morningstar, Inc.
Accepted 2024-11-08 00:00:00 ET · period of report 2024-11-06 · accession 0001289419-24-000119 · 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 | 2024-11-08 | 2024-11-06+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $340.13 | -10.3K | 10.82M | -0.1% | -$3.52M |
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 | 2024-11-06 | S | D | 705 | $339.01 | 10,823,007 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $338.7800 to $339.6400. 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. |
| 2 | Common | Common Stock | 2024-11-07 | S | D | 233 | $345.43 | 10,817,645 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $344.9850 to $345.5000. 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 | 2024-11-07 | S | D | 1,054 | $343.63 | 10,817,878 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $343.4100 to $344.0550. 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 | 2024-11-06 | S | D | 150 | $345.90 | 10,818,932 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $345.9000 to $346.1500. 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 | 2024-11-06 | S | D | 1,958 | $336.39 | 10,826,036 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $335.9550 to $336.8500. 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 | 2024-11-06 | S | D | 2,324 | $337.74 | 10,823,712 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $337.2900 to $338.2500. 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 | 2024-11-06 | S | D | 1,488 | $340.35 | 10,821,519 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $340.2000 to $341.0600. 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 | 2024-11-06 | S | D | 2,001 | $343.05 | 10,819,518 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $342.2000 to $343.3400. 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 | 2024-11-06 | S | D | 332 | $343.81 | 10,819,186 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $343.5750 to $344.0700. 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 | 2024-11-06 | S | D | 104 | $345.21 | 10,819,082 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $344.5800 to $345.4050. 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. |