Form 4 for MORN Morningstar, Inc.
Accepted 2024-12-12 00:00:00 ET · period of report 2024-12-06 · accession 0001289419-24-000157 · 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 | 2024-12-12 | 2024-12-06+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | G - Gift | $0.00 | -37.1K | 10.17M | -0.4% | $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 | 2024-12-10 | G | D | 17,125 | $0.00 | 10,152,836 | D | — | — | |
| 2 | Common | Common Stock | 2024-12-06 | G | D | 20,000 | $0.00 | 10,169,961 | D | — | — | (F1) Shares were transferred to a 501(c)(3) charitable foundation over which the reporting person serves as a director. The reporting person does not have a pecuniary interest over shares held by the foundation. (F2) In the fourth quarter of 2024, 225,721 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 not reported as directly held. |