Form 4 for MORN Morningstar, Inc.
Accepted 2021-11-26 00:00:00 ET · period of report 2021-11-23 · accession 0001062993-21-011670 · 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 | 2021-11-26 | 2021-11-23+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $317.66 | -13.8K | 13.35M | -0.1% | -$4.40M |
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 | 2021-11-24 | S | D | 502 | $319.19 | 13,343,650 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $319.04 to $319.55. 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 | 2021-11-24 | S | D | 4,113 | $318.58 | 13,344,152 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $318.04 to $319.03 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 | 2021-11-24 | S | D | 2,822 | $317.52 | 13,348,265 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $317.04 to $318.02. 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 | 2021-11-23 | S | D | 2,509 | $317.86 | 13,351,087 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $317.33 to $318.31. 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. |
| 5 | Common | Common Stock | 2021-11-23 | S | D | 3,891 | $316.45 | 13,353,596 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $316.26 to $317.22. 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. |