Form 4 for MORN Morningstar, Inc.
Accepted 2021-11-23 00:00:00 ET · period of report 2021-11-22 · accession 0001062993-21-011439 · 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 | 2021-11-22 | MORN | DUBINSKY JASON | CFO | S - Sale | $318.96 | -3,007 | 17.5K | -15% | -$959.1K |
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 | 2021-11-22 | S | D | 765 | $316.58 | 19,790 | D | — | — | (F1) The transaction was executed in multiple trades at prices ranging from $316.17 to $317.05. The price reported above reflects the weighted average sales 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 | 350 | $317.93 | 19,440 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $317.49 to $318.39. The price reported above reflects the weighted average sales 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 | 2021-11-22 | S | D | 755 | $319.59 | 18,685 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $319.06 to $320.00. The price reported above reflects the weighted average sales 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 | 2021-11-22 | S | D | 1,129 | $320.46 | 17,556 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $320.06 to $321.00. The price reported above reflects the weighted average sales 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 | 8 | $321.30 | 17,548 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $321.19 to $321.41. The price reported above reflects the weighted average sales 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. |