JASON DUBINSKY - 13 Dec 2024 Form 4 Insider Report for Morningstar, Inc. (MORN)

Role
Chief Financial Officer
Signature
/s/ Kathleen Peacock, by power of attorney
Issuer symbol
MORN
Transactions as of
13 Dec 2024
Net transactions value
-$1,137,347
Form type
4
Filing time
16 Dec 2024, 17:10:57 UTC
Previous filing
19 Nov 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MORN Common Stock Sale $639,739 -1,817 -8.9% $352.09 18,710 13 Dec 2024 Direct F1
transaction MORN Common Stock Sale $233,087 -660 -3.5% $353.16 18,050 13 Dec 2024 Direct F2
transaction MORN Common Stock Sale $206,183 -582 -3.2% $354.27 17,468 13 Dec 2024 Direct F3
transaction MORN Common Stock Sale $40,870 -115 -0.66% $355.39 17,353 13 Dec 2024 Direct F4
transaction MORN Common Stock Sale $17,468 -49 -0.28% $356.49 17,304 13 Dec 2024 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
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.
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.
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.
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.