Key facts
- This page summarizes Kimberly J. McGarry's Form 4 filing for Morningstar, Inc. (MORN).
- 1 reported transaction and 0 derivative rows are listed below.
- Accepted by SEC: 20 Nov 2023, 21:16.
Kimberly J. McGarry - 17 Nov 2023 Form 4 Insider Report for Morningstar, Inc. (MORN)
- Reporting relationship
- Chief Accounting Officer
- Issuer ticker
- MORN
- Reported as of
- 17 Nov 2023
- Net transaction value
- -$8,899
- SEC form
- 4
- Accepted by SEC
- 20 Nov 2023, 21:16:09 UTC
- Prior SEC filing
- 17 Nov 2023
- Next SEC filing
- 22 Aug 2025
- Source filing
- View source filing
- Reporting owner signature
- /s/ Kathleen Peacock, by power of attorney
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Kimberly J. McGarry filed Form 4 for Morningstar, Inc. (MORN) on 20 Nov 2023.
Change
- Previous filing in this sequence was filed on 17 Nov 2023.
- Current net transaction value: -$8,899.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
MORN
transaction
Common Stock
Tax liability
- Transaction value
- $8,899
- Shares
- -33
- Change %
- -1.4%
- Price
- $269.66
- Shares after
- 2,307
- Date
- 17 Nov 2023
- Ownership
- Direct
* marks a reported price that did not pass the local price check.