Form 4 for MORN Morningstar, Inc.
Accepted 2021-11-15 00:00:00 ET · period of report 2021-11-11 · accession 0001062993-21-010841 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| M | 2021-11-15 | 2021-11-11+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $315.72 | -19.6K | 13.40M | -0.1% | -$6.20M |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2021-11-11 | S | D | 5,180 | $314.76 | 13,403,790 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $314.32 to $315.29. 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. |
| 2 | Common | Common Stock | 2021-11-11 | S | D | 1,562 | $315.53 | 13,402,228 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $315.33 to $316.23. 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. |
| 3 | Common | Common Stock | 2021-11-12 | S | D | 196 | $314.10 | 13,402,032 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $313.90 to $314.77. 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. |
| 4 | Common | Common Stock | 2021-11-11 | S | D | 2,825 | $313.67 | 13,408,970 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $313.30 to $314.10. 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. |
| 5 | Common | Common Stock | 2021-11-11 | S | D | 1,163 | $312.84 | 13,411,795 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $312.25 to $313.18. 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. |
| 6 | Common | Common Stock | 2021-11-12 | S | D | 393 | $315.45 | 13,401,639 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $314.98 to $315.94. 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. |
| 7 | Common | Common Stock | 2021-11-12 | S | D | 821 | $319.41 | 13,393,313 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $319.01 to $319.76. 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. |
| 8 | Common | Common Stock | 2021-11-12 | S | D | 1,919 | $318.37 | 13,394,134 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $318.00 to $318.975. 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. |
| 9 | Common | Common Stock | 2021-11-12 | S | D | 3,094 | $316.53 | 13,398,545 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $316.00 to $316.97. 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. |
| 10 | Common | Common Stock | 2021-11-12 | S | D | 2,492 | $317.43 | 13,396,053 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $317.00 to $317.98. 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. |