Form 4 for MORN Morningstar, Inc.
Accepted 2024-11-27 00:00:00 ET · period of report 2024-11-26 · accession 0001289419-24-000148 · 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 | 2024-11-27 | 2024-11-26+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $355.04 | -17.2K | 10.73M | -0.2% | -$6.10M |
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 | 2024-11-27 | S | D | 803 | $355.89 | 10,730,450 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $355.8350 to $356.4000. 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 | 2024-11-27 | S | D | 359 | $357.71 | 10,730,091 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $357.3050 to $357.9550. 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. |
| 3 | Common | Common Stock | 2024-11-26 | S | D | 447 | $352.04 | 10,746,839 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $351.7600 to $352.3800. 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 | 2024-11-26 | S | D | 792 | $353.60 | 10,746,047 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $353.0850 to $353.9850. 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 | 2024-11-26 | S | D | 2,597 | $354.71 | 10,743,450 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $354.1900 to $355.1750. 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 | 2024-11-26 | S | D | 3,124 | $355.71 | 10,740,326 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $355.2500 to $356.2400. 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 | 2024-11-26 | S | D | 2,102 | $356.42 | 10,738,224 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $356.2700 to $356.8900. 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 | 2024-11-27 | S | D | 4,767 | $354.22 | 10,733,457 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $353.7400 to $354.7100. 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 | 2024-11-27 | S | D | 2,204 | $355.30 | 10,731,253 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $354.8100 to $355.7650. 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. |