Form 4 for MORN Morningstar, Inc.
Accepted 2021-11-17 00:00:00 ET · period of report 2021-11-15 · accession 0001062993-21-010992 · 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 | 2021-11-17 | 2021-11-15+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $319.26 | -12.1K | 13.39M | -0.1% | -$3.85M |
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 | 2021-11-16 | S | D | 334 | $315.39 | 13,390,517 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $314.97 to $315.90. 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 | 2021-11-16 | S | D | 961 | $316.55 | 13,389,556 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $315.99 to $316.82. 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 | 2021-11-16 | S | D | 88 | $317.09 | 13,389,468 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $316.99 to $317.40. 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 | 2021-11-16 | S | D | 646 | $318.64 | 13,388,822 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $318.06 to $318.96. 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 | 2021-11-16 | S | D | 2,835 | $319.70 | 13,385,987 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $319.21 to $320.08. 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 | 2021-11-16 | S | D | 3,781 | $320.78 | 13,382,206 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $320.32 to $321.265. 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 | 2021-11-16 | S | D | 955 | $321.77 | 13,381,251 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $321.46 to $321.94. 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. |
| 8 | Common | Common Stock | 2021-11-15 | S | D | 821 | $315.92 | 13,392,492 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $315.52 to $316.51. 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 | 2021-11-15 | S | D | 492 | $317.06 | 13,392,000 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $316.52 to $317.415. 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 | 2021-11-15 | S | D | 676 | $317.91 | 13,391,324 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $317.52 to $318.28. 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. |
| 11 | Common | Common Stock | 2021-11-15 | S | D | 473 | $319.02 | 13,390,851 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $318.57 to $319.31. 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. |