Form 4 for MORN Morningstar, Inc.
Accepted 2021-12-07 00:00:00 ET · period of report 2021-12-03 · accession 0001062993-21-012290 · 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 | 2021-12-07 | 2021-12-03+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $314.88 | -11.5K | 13.30M | -0.1% | -$3.64M |
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 | 2021-12-06 | S | D | 3,933 | $314.76 | 13,297,519 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $314.23 to $315.18 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 | 2021-12-06 | S | D | 4,354 | $313.50 | 13,301,452 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $313.21 to $314.19. 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 | 2021-12-03 | S | D | 31 | $323.87 | 13,305,806 | D | — | — | |
| 4 | Common | Common Stock | 2021-12-03 | S | D | 185 | $321.50 | 13,305,837 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $321.12 to $321.99. 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 | 2021-12-03 | S | D | 432 | $320.15 | 13,306,022 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $319.97 to $320.83. 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 | 2021-12-06 | S | D | 200 | $317.39 | 13,294,908 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $317.28 to $317.50. 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 | 2021-12-06 | S | D | 555 | $316.57 | 13,295,108 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $316.25 to $317.03. 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. |
| 8 | Common | Common Stock | 2021-12-06 | S | D | 1,856 | $315.59 | 13,295,663 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $315.23 to $316.16. 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. |