TSAY CAROLINE J sold 15.4% of their position (651.00 shares) of MORNINGSTAR, INC. on the open market
Open‑market sale worth $124.5K — a significant reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 1 sale
Filed: 5/17/2023ACC: 0001062993-23-011461
+93.00
Net shares
Net buyer
$124.5K
Total sold
1
Open market trades
0B · 1S
3
Total transactions
868.00 acquired · 775.00 disposed
Non-Derivative Transactions3
Common Stock (Restricted Stock Units)
Direct
Shares
+868.00
Price / share
—
Trade value
—
% of position
24.9%
5/15/2023
3.48K→4.35K
Common Stock
Direct
Shares
−124.00
Price / share
—
Trade value
—
% of position
2.9%
5/15/2023
4.35K→4.23K
Common Stock
Direct
Shares
−651.00
Price / share
$191.32
Trade value
$124.55K
% of position
15.4%
5/15/2023
4.23K→3.58K
Total
Net shares
+93.00
Net value
-$124.55K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock (Restricted Stock Units) Direct | 5/15/2023 | A · Award | +868.00 | — | — | 24.9% | 3.48K | 4.35K |
| Common Stock Direct | 5/15/2023 | J · J | −124.00 | — | — | 2.9% | 4.35K | 4.23K |
| Common Stock Direct | 5/15/2023 | S · Sale | −651.00 | $191.32 | $124.55K | 15.4% | 4.23K | 3.58K |
| Total | +93.00 | -$124.55K | ||||||
Derivative Transactions0
No derivative transactions reported