Form 4 for MORN Morningstar, Inc.
Accepted 2021-12-03 00:00:00 ET · period of report 2021-12-01 · accession 0001062993-21-012128 · 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 | 2021-12-03 | 2021-12-01+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $316.21 | -26.4K | 13.33M | -0.2% | -$8.34M |
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 | 2021-12-01 | S | D | 1,934 | $312.71 | 13,327,372 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $312.25 to $313.225. 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 | 2021-12-01 | S | D | 1,218 | $310.81 | 13,331,607 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $310.17 to $311.09. 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 | 2021-12-01 | S | D | 1,867 | $314.96 | 13,324,167 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $314.31 to $315.23. 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. |
| 4 | Common | Common Stock | 2021-12-01 | S | D | 1,986 | $315.83 | 13,322,181 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $315.335 to $316.30. 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 | 2021-12-01 | S | D | 2,441 | $316.85 | 13,319,740 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $316.36 to $317.35. 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. |
| 6 | Common | Common Stock | 2021-12-01 | S | D | 1,390 | $317.86 | 13,318,350 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $317.37 to $318.335. 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 | 2021-12-01 | S | D | 129 | $318.54 | 13,318,221 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $318.51 to $318.55. 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. |
| 8 | Common | Common Stock | 2021-12-02 | S | D | 131 | $310.41 | 13,318,090 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $310.23 to $311.00. 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. |
| 9 | Common | Common Stock | 2021-12-02 | S | D | 122 | $313.23 | 13,317,968 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $312.43 to $313.395. 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. |
| 10 | Common | Common Stock | 2021-12-02 | S | D | 2,086 | $313.95 | 13,315,882 | D | — | — | (F13) The transaction was executed in multiple trades at prices ranging from $313.44 to $314.25. 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. |
| 11 | Common | Common Stock | 2021-12-02 | S | D | 580 | $314.80 | 13,315,302 | D | — | — | (F14) The transaction was executed in multiple trades at prices ranging from $314.52 to $315.01. 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. |
| 12 | Common | Common Stock | 2021-12-02 | S | D | 941 | $316.23 | 13,314,361 | D | — | — | (F15) The transaction was executed in multiple trades at prices ranging from $315.61 to $316.53. 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. |
| 13 | Common | Common Stock | 2021-12-02 | S | D | 407 | $317.42 | 13,313,954 | D | — | — | (F16) The transaction was executed in multiple trades at prices ranging from $317.10 to $317.705. 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. |
| 14 | Common | Common Stock | 2021-12-02 | S | D | 928 | $319.28 | 13,313,026 | D | — | — | (F17) The transaction was executed in multiple trades at prices ranging from $318.595 to $319.58. 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. |
| 15 | Common | Common Stock | 2021-12-02 | S | D | 3,352 | $320.09 | 13,309,674 | D | — | — | (F18) The transaction was executed in multiple trades at prices ranging from $319.61 to $320.60. 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. |
| 16 | Common | Common Stock | 2021-12-02 | S | D | 2,591 | $321.14 | 13,307,083 | D | — | — | (F19) The transaction was executed in multiple trades at prices ranging from $320.675 to $321.67. 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. |
| 17 | Common | Common Stock | 2021-12-02 | S | D | 629 | $322.04 | 13,306,454 | D | — | — | (F20) The transaction was executed in multiple trades at prices ranging from $321.72 to $322.43. 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. |
| 18 | Common | Common Stock | 2021-12-01 | S | D | 2,301 | $311.55 | 13,329,306 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $311.22 to $312.14. 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. |
| 19 | Common | Common Stock | 2021-12-01 | S | D | 1,338 | $313.77 | 13,326,034 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $313.26 to $314.24 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. |