Dubinsky Jason's Form 4 filing
Morningstar, Inc. (MORN) · filed Dec 16, 2024
- Accession no.
- 0001289419-24-000163
- Filed
- Dec 16, 2024
- Trade date
- Dec 13, 2024
- Filing delay
- 3 days
- Rule 10b5-1 plan
- Not checked
This filing lists 5 non-derivative transactions. Open-market sales total $1.14M. It was filed 3 days after the trade.
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.
| Owner | Relationship to the company |
|---|---|
| Dubinsky JasonCIK 0001712782 | Officer (Chief Financial Officer) |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Dec 13, 2024 | Common Stock | SSaleDisposed | −1,817 | $352.09F1 | −$639,747.53 | 18,710 | Direct | |
| Dec 13, 2024 | Common Stock | SSaleDisposed | −660 | $353.16F2 | −$233,085.6 | 18,050 | Direct | |
| Dec 13, 2024 | Common Stock | SSaleDisposed | −582 | $354.27F3 | −$206,185.14 | 17,468 | Direct | |
| Dec 13, 2024 | Common Stock | SSaleDisposed | −115 | $355.39F4 | −$40,869.85 | 17,353 | Direct | |
| Dec 13, 2024 | Common Stock | SSaleDisposed | −49 | $356.49 | −$17,468.01 | 17,304 | Direct |
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
- 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.
Referenced by the price of 1 transaction in Table I.
- 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.
Referenced by the price of 1 transaction in Table I.
- 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.
Referenced by the price of 1 transaction in Table I.
- 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.
Referenced by the price of 1 transaction in Table I.