Form 4 for MORN Morningstar, Inc.
Accepted 2024-11-18 00:00:00 ET · period of report 2024-11-14 · accession 0001289419-24-000129 · 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 | 2024-11-18 | 2024-11-14+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $346.06 | -3,002 | 10.79M | -0.0% | -$1.04M |
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 | 2024-11-15 | S | D | 118 | $342.13 | 10,788,378 | D | — | — | |
| 2 | Common | Common Stock | 2024-11-14 | S | D | 538 | $346.99 | 10,788,496 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $346.8900 to $347.1850. 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 | 2024-11-14 | S | D | 498 | $345.02 | 10,790,882 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $344.5050 to $345.4750. 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 | 2024-11-14 | S | D | 1,848 | $346.32 | 10,789,034 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $345.8000 to $346.7901. 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. |