LYONS WILLIAM M sold 4.3% of their position (750.00 shares) of MORNINGSTAR, INC. on the open market
Open‑market sale worth $216.8K — a minor trim. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 6/6/2024ACC: 0001062993-24-012099
-111.00
Net shares
Net seller
$216.8K
Total sold
1
Open market trades
0B · 1S
2
Total transactions
639.00 acquired · 750.00 disposed
Non-Derivative Transactions2
Common Stock (Restricted Units)
Direct
Shares
+639.00
Price / share
—
Trade value
—
% of position
3.8%
5/15/2024
16.70K→17.34K
Common Stock
Direct
Shares
−750.00
Price / share
$289.07
Trade value
$216.80K
% of position
4.3%
6/4/2024
17.34K→16.59K
Total
Net shares
−111.00
Net value
-$216.80K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock (Restricted Units) Direct | 5/15/2024 | A · Award | +639.00 | — | — | 3.8% | 16.70K | 17.34K |
| Common Stock Direct | 6/4/2024 | S · Sale | −750.00 | $289.07 | $216.80K | 4.3% | 17.34K | 16.59K |
| Total | −111.00 | -$216.80K | ||||||
Derivative Transactions0
No derivative transactions reported