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

Role
Chief Financial Officer
Signature
/s/ Kathleen Peacock, by power of attorney
Stock symbol
MORN
Transactions as of
Dec 13, 2024
Transactions value $
-$1,137,347
Form type
4
Date filed
12/16/2024, 05:10 PM
Previous filing
Nov 19, 2024

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MORN Common Stock Sale -$640K -1.82K -8.85% $352.09 18.7K Dec 13, 2024 Direct F1
transaction MORN Common Stock Sale -$233K -660 -3.53% $353.16 18.1K Dec 13, 2024 Direct F2
transaction MORN Common Stock Sale -$206K -582 -3.22% $354.27 17.5K Dec 13, 2024 Direct F3
transaction MORN Common Stock Sale -$40.9K -115 -0.66% $355.39 17.4K Dec 13, 2024 Direct F4
transaction MORN Common Stock Sale -$17.5K -49 -0.28% $356.49 17.3K Dec 13, 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.