Form 4 for MORN Morningstar, Inc.
Accepted 2021-12-01 00:00:00 ET · period of report 2021-11-29 · accession 0001062993-21-011899 · 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 | 2021-12-01 | 2021-11-29 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $318.39 | -10.8K | 13.34M | -0.1% | -$3.45M |
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 | 2021-11-29 | S | D | 3,663 | $318.56 | 13,336,473 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $318.06 to $319.02. 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. |
| 2 | Common | Common Stock | 2021-11-29 | S | D | 2,499 | $319.44 | 13,333,974 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $319.06 to $320.00. 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 | 2021-11-29 | S | D | 1,149 | $320.55 | 13,332,825 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $320.06 to $320.92. 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 | 2021-11-29 | S | D | 1,742 | $317.54 | 13,340,136 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $317.05 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. |
| 5 | Common | Common Stock | 2021-11-29 | S | D | 1,313 | $316.59 | 13,341,878 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $316.045 to $317.02. 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. |
| 6 | Common | Common Stock | 2021-11-29 | S | D | 178 | $315.45 | 13,343,191 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $314.96 to $315.73. 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 | 2021-11-29 | S | D | 100 | $311.71 | 13,343,550 | D | — | — | |
| 8 | Common | Common Stock | 2021-11-29 | S | D | 181 | $314.30 | 13,343,369 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $313.855 to $314.64. 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. |