Form 4 for MORN Morningstar, Inc.
Accepted 2024-11-20 00:00:00 ET · period of report 2024-11-18 · accession 0001289419-24-000140 · 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 | 2024-11-20 | 2024-11-18+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $334.97 | -9,337 | 10.78M | -0.1% | -$3.13M |
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 | 2024-11-19 | S | D | 3,159 | $333.94 | 10,784,944 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $333.3700 to $334.3690. 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 | 2024-11-18 | S | D | 275 | $336.67 | 10,788,103 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $336.5700 to $336.7850. 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 | 2024-11-19 | S | D | 1,307 | $337.12 | 10,779,041 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $336.5850 to $337.5600. 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 | 2024-11-19 | S | D | 3,368 | $334.69 | 10,781,576 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $334.3950 to $335.3900. 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 | 2024-11-19 | S | D | 1,228 | $335.74 | 10,780,348 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $335.4100 to $336.3550. 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. |