Form 4 for MORN Morningstar, Inc.
Accepted 2024-11-22 00:00:00 ET · period of report 2024-11-20 · accession 0001289419-24-000144 · 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 | 2024-11-22 | 2024-11-20+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $337.61 | -13.6K | 10.77M | -0.1% | -$4.60M |
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 | 2024-11-21 | S | D | 337 | $336.75 | 10,772,910 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $336.1700 to $337.1250. 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 | 2024-11-21 | S | D | 2,948 | $340.37 | 10,765,410 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $339.9800 to $340.9650. 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 | 2024-11-21 | S | D | 4,134 | $339.49 | 10,768,358 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $338.9800 to $339.9750. 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 | 2024-11-20 | S | D | 2,836 | $334.39 | 10,776,205 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $333.8800 to $334.8700. 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. |
| 5 | Common | Common Stock | 2024-11-20 | S | D | 2,958 | $335.44 | 10,773,247 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $334.9400 to $335.8250. 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 | 2024-11-21 | S | D | 418 | $337.61 | 10,772,492 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $337.1750 to $338.0000. 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. |