Form 4 for MORN Morningstar, Inc.
Accepted 2024-12-16 00:00:00 ET · period of report 2024-12-13 · accession 0001289419-24-000163 · 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 | 2024-12-16 | 2024-12-13 | MORN | DUBINSKY JASON | CFO | S - Sale | $352.89 | -3,223 | 17.3K | -16% | -$1.14M |
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 | 2024-12-13 | S | D | 1,817 | $352.09 | 18,710 | D | — | — | (F1) The transaction was executed in multiple trades at prices ranging from $351.6100 to $352.4900. 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 | 2024-12-13 | S | D | 660 | $353.16 | 18,050 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $352.6200 to $353.5950. 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 | 2024-12-13 | S | D | 582 | $354.27 | 17,468 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $353.7250 to $354.6400. 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 | 2024-12-13 | S | D | 115 | $355.39 | 17,353 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $354.9500 to $355.6300. 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 | 2024-12-13 | S | D | 49 | $356.49 | 17,304 | D | — | — |