Form 4 for MORN Morningstar, Inc.
Accepted 2024-12-10 00:00:00 ET · period of report 2024-12-06 · accession 0001289419-24-000155 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2024-12-10 | 2024-12-06 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | G - Gift | $0.00 | -118.5K | 9.96M | -1% | $0 |
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 | 2024-12-06 | G | D | 118,508 | $0.00 | 9,964,240 | D | — | — | (F3) In the fourth quarter of 2024, 234,460 shares were distributed to the reporting person from a grantor retained annuity trust established for the benefit of the reporting person and his children which were previously included as indirect holdings and are now reported as directly held. (F2) In the fourth quarter of 2024, the reporting person contributed 1,000,000 shares of Morningstar common stock to a grantor retained annuity trust for the benefit of the reporting person and his children which are now reported as indirect holdings. |