Form 4 for MORN Morningstar, Inc.
Accepted 2021-12-09 00:00:00 ET · period of report 2021-12-07 · accession 0001062993-21-012515 · 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 | 2021-12-09 | 2021-12-07+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $321.98 | -18.2K | 13.29M | -0.1% | -$5.85M |
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 | 2021-12-08 | S | D | 676 | $320.90 | 13,282,896 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $320.47 to $321.35. 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. |
| 2 | Common | Common Stock | 2021-12-08 | S | D | 1,224 | $319.84 | 13,283,572 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $319.47 to $320.46. 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 | 2021-12-08 | S | D | 790 | $322.11 | 13,282,106 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $321.54 to $322.50. 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. |
| 4 | Common | Common Stock | 2021-12-08 | S | D | 2,079 | $323.40 | 13,280,027 | D | — | — | (F13) The transaction was executed in multiple trades at prices ranging from $322.83 to $323.82. 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 | 2021-12-08 | S | D | 2,801 | $324.39 | 13,277,226 | D | — | — | (F14) The transaction was executed in multiple trades at prices ranging from $323.85 to $324.77. 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 | 2021-12-08 | S | D | 483 | $325.07 | 13,276,743 | D | — | — | (F15) The transaction was executed in multiple trades at prices ranging from $324.855 to $325.35. 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. |
| 7 | Common | Common Stock | 2021-12-07 | S | D | 2,160 | $322.22 | 13,286,683 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $321.70 to $322.69. 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 | 2021-12-07 | S | D | 152 | $323.99 | 13,284,796 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $323.99 to $324.00. 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 | 2021-12-07 | S | D | 1,735 | $323.21 | 13,284,948 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $322.73 to $323.71. 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 | 2021-12-07 | S | D | 1,309 | $321.07 | 13,288,843 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $320.70 to $321.66. 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 | 2021-12-07 | S | D | 3,860 | $320.34 | 13,290,152 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $319.70 to $320.69 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 | 2021-12-07 | S | D | 298 | $316.61 | 13,294,610 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $316.55 to $316.72. 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 | 2021-12-07 | S | D | 91 | $318.10 | 13,294,519 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $317.585 to $318.44. 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 | 2021-12-07 | S | D | 507 | $319.22 | 13,294,012 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $318.68 to $319.66. 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. |