Form 4 for MORN Morningstar, Inc.
Accepted 2021-11-19 00:00:00 ET · period of report 2021-11-17 · accession 0001062993-21-011242 · 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 | 2021-11-19 | 2021-11-17+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $321.86 | -14.2K | 13.37M | -0.1% | -$4.57M |
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 | 2021-11-18 | S | D | 876 | $319.45 | 13,375,117 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $319.07 to $319.99. 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 | 2021-11-17 | S | D | 4,042 | $320.74 | 13,377,209 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $320.25 to $321.22. 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 | 2021-11-17 | S | D | 1,188 | $321.58 | 13,376,021 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $321.255 to $322.21. 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 | 2021-11-17 | S | D | 28 | $323.12 | 13,375,993 | D | — | — | |
| 5 | Common | Common Stock | 2021-11-18 | S | D | 1,765 | $324.57 | 13,367,041 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $324.29 to $324.97. 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. |
| 6 | Common | Common Stock | 2021-11-18 | S | D | 1,662 | $320.59 | 13,373,455 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $320.13 to $321.015. 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 | 2021-11-18 | S | D | 1,679 | $321.81 | 13,371,776 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $321.22 to $322.1850. 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 | 2021-11-18 | S | D | 1,543 | $322.77 | 13,370,233 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $322.26 to $323.23. 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. |
| 9 | Common | Common Stock | 2021-11-18 | S | D | 1,427 | $323.88 | 13,368,806 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $323.2850 to $324.2750. 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. |