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

Reporting relationship: Chief Financial Officer
Issuer ticker: MORN
Reported as of: 13 Dec 2024
Net transaction value: -$1,137,347
SEC form: 4
Accepted by SEC: 16 Dec 2024, 17:10:57 UTC
Prior SEC filing: 19 Nov 2024
Source filing: View source filing
Reporting owner signature: /s/ Kathleen Peacock, by power of attorney

Key filing fact

Jason Dubinsky filed Form 4 for Morningstar, Inc. (MORN) on 16 Dec 2024.

Key facts

This page summarizes Jason Dubinsky's Form 4 filing for Morningstar, Inc. (MORN).
5 reported transactions and 0 derivative rows are listed below.
Accepted by SEC: 16 Dec 2024, 17:10.

Change

Previous filing in this sequence was filed on 19 Nov 2024.
Current net transaction value: -$1,137,347.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

MORN transaction

Common Stock

Sale

Transaction value: $639,739
Shares: -1,817
Change %: -8.9%
Price: $352.09
Shares after: 18,710
Date: 13 Dec 2024
Ownership: Direct
Footnotes: F1

MORN transaction

Common Stock

Sale

Transaction value: $233,087
Shares: -660
Change %: -3.5%
Price: $353.16
Shares after: 18,050
Date: 13 Dec 2024
Ownership: Direct
Footnotes: F2

MORN transaction

Common Stock

Sale

Transaction value: $206,183
Shares: -582
Change %: -3.2%
Price: $354.27
Shares after: 17,468
Date: 13 Dec 2024
Ownership: Direct
Footnotes: F3

MORN transaction

Common Stock

Sale

Transaction value: $40,870
Shares: -115
Change %: -0.66%
Price: $355.39
Shares after: 17,353
Date: 13 Dec 2024
Ownership: Direct
Footnotes: F4

MORN transaction

Common Stock

Sale

Transaction value: $17,468
Shares: -49
Change %: -0.28%
Price: $356.49
Shares after: 17,304
Date: 13 Dec 2024
Ownership: Direct

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 4 footnotes

Footnote 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.

Footnote 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.

Footnote 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.

Footnote 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.