Form 4 for MORN Morningstar, Inc.
Accepted 2024-11-12 00:00:00 ET · period of report 2024-11-08 · accession 0001289419-24-000125 · 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 | 2024-11-12 | 2024-11-08+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $348.99 | -16.3K | 10.80M | -0.2% | -$5.68M |
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 | 2024-11-08 | S | D | 566 | $345.38 | 10,817,025 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $345.0000 to $345.9550. 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 | 2024-11-08 | S | D | 1,030 | $346.71 | 10,815,995 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $346.4900 to $347.2500. 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. |
| 3 | Common | Common Stock | 2024-11-08 | S | D | 2,330 | $348.17 | 10,813,665 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $347.6500 to $348.6400. 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. |
| 4 | Common | Common Stock | 2024-11-08 | S | D | 54 | $343.46 | 10,817,591 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $343.1250 to $343.6700. 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 | 2024-11-08 | S | D | 3,551 | $349.11 | 10,810,114 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $348.6650 to $349.6500. 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 | 2024-11-08 | S | D | 1,531 | $349.87 | 10,808,583 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $349.6850 to $350.2300. 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 | 2024-11-11 | S | D | 2,563 | $348.44 | 10,806,020 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $348.0050 to $348.9100. 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 | 2024-11-11 | S | D | 2,110 | $349.46 | 10,803,910 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $349.0200 to $350.0000. 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. |
| 9 | Common | Common Stock | 2024-11-11 | S | D | 1,119 | $350.48 | 10,802,791 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $350.0200 to $351.0050. 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 | 2024-11-11 | S | D | 1,430 | $351.54 | 10,801,361 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $351.1650 to $351.9250. 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. |