InsiderTrades

Form 4 for MORN Morningstar, Inc.

Accepted 2024-11-12 00:00:00 ET · period of report 2024-11-11 · accession 0001289419-24-000123 · 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
2024-11-12 2024-11-11 MORN Kaplan Steven N Dir D - Sale to Iss $348.58 -1,250 41.3K -3% -$435.7K

Purchase Sale Sale after option exercise All abbreviations

Every reported transaction

#TableSecurityDateCodeA/DSharesPriceOwned afterOwnExercise / expiryUnderlyingFootnotes
1 Common Common Stock (Restricted Stock Units) 2024-11-11 D D 1,250 $348.58 41,316 D — — (F1) The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 3, 2023.