Form 4 for MORN Morningstar, Inc.
Accepted 2021-11-23 00:00:00 ET · period of report 2021-11-19 · accession 0001062993-21-011438 · 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 | 2021-11-23 | 2021-11-19+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $324.75 | -9,554 | 13.36M | -0.1% | -$3.10M |
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 | 2021-11-19 | S | D | 1,362 | $326.01 | 13,360,136 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $325.58 to $326.48. 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 | 2021-11-22 | S | D | 342 | $324.99 | 13,357,487 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $324.98 to $325.00. 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 | 2021-11-19 | S | D | 172 | $327.12 | 13,359,964 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $326.60 to $327.425 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 | 2021-11-19 | S | D | 701 | $328.03 | 13,359,263 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $327.705 to $328.41. 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 | 2021-11-22 | S | D | 852 | $322.72 | 13,358,411 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $322.62 to $323.58. 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 | 2021-11-22 | S | D | 582 | $324.02 | 13,357,829 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $323.74 to $324.57. 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 | 2021-11-19 | S | D | 2,859 | $323.74 | 13,364,182 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $323.40 to $324.35. 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 | 2021-11-19 | S | D | 2,684 | $324.95 | 13,361,498 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $324.43 to $325.42. 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. |