Form 4 for MORN Morningstar, Inc.
Accepted 2024-11-14 00:00:00 ET · period of report 2024-11-12 · accession 0001289419-24-000127 · 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 | 2024-11-14 | 2024-11-12+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $350.69 | -9,981 | 10.80M | -0.1% | -$3.50M |
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 | 2024-11-12 | S | D | 2,176 | $350.36 | 10,797,657 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $349.9450 to $350.8700. 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 | 2024-11-12 | S | D | 2,368 | $351.43 | 10,795,289 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $350.9450 to $351.7650. 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 | 2024-11-12 | S | D | 84 | $352.00 | 10,795,205 | D | — | — | |
| 4 | Common | Common Stock | 2024-11-13 | S | D | 1,199 | $349.85 | 10,794,006 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $349.5500 to $350.4500 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 | 2024-11-12 | S | D | 294 | $347.98 | 10,801,067 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $347.9100 to $348.6700. 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. |
| 6 | Common | Common Stock | 2024-11-13 | S | D | 1,434 | $352.12 | 10,791,380 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $351.6450 to $352.2400. 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 | 2024-11-13 | S | D | 1,192 | $350.96 | 10,792,814 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $350.5700 to $351.5001. 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 | 2024-11-12 | S | D | 1,234 | $349.27 | 10,799,833 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $348.9250 to $349.8050. 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. |