Form 4 for MORN Morningstar, Inc.
Accepted 2024-12-03 00:00:00 ET · period of report 2024-11-29 · accession 0001289419-24-000150 · 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 | 2024-12-03 | 2024-11-29+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $354.97 | -311 | 10.73M | -0.0% | -$110.4K |
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 | 2024-11-29 | S | D | 53 | $356.18 | 10,729,906 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $355.8600 to $356.7300. 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 | 2024-12-02 | S | D | 2 | $355.32 | 10,729,780 | D | — | — | |
| 3 | Common | Common Stock | 2024-12-02 | S | D | 53 | $353.65 | 10,729,845 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $353.1650 to $354.1550. 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 | 2024-12-02 | S | D | 63 | $354.40 | 10,729,782 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $354.2000 to $354.8100. 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 | 2024-11-29 | S | D | 132 | $355.15 | 10,729,959 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $354.8500 to $355.6250 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 | 2024-11-29 | S | D | 8 | $357.03 | 10,729,898 | D | — | — |