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Lyons William M's Form 4 filing

Morningstar, Inc. (MORN) · filed Jun 6, 2024

Accession no.
0001062993-24-012099
Filed
Jun 6, 2024
Trade date
May 15-Jun 4, 2024
Filing delay
22 daysLate
Rule 10b5-1 plan
Checked

This filing lists 2 non-derivative transactions and 0 derivative transactions. Open-market sales total $216.8K. It was filed 22 days after the trade, past the 2-business-day deadline.

Reporting owners

A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.

Reporting owners on this filing
OwnerRelationship to the company
Lyons William MCIK 0001411724Director

Non-derivative securities (Table I)

Acquisitions and disposals of common stock and similar shares, one row per line on the filing.

Non-derivative transactions
Trade dateSecurityTransactionSharesPriceValueShares afterOwnershipFlags
May 15, 2024Common Stock (Restricted Units)AGrant or awardAcquired+639$0.00$017,340Direct
Jun 4, 2024Common StockSSaleDisposed−750$289.07−$216,802.516,590Direct

Footnotes

Livermore does not store Form 4 footnotes. For price ranges, how indirect holdings are held and trading plan details, read the original on SEC EDGAR.

Read the original on SEC EDGAR (opens in a new tab)