Form 4 for MORN Morningstar, Inc.
Accepted 2021-12-13 00:00:00 ET · period of report 2021-12-09 · accession 0001062993-21-012722 · 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 | 2021-12-13 | 2021-12-09+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $321.93 | -12.9K | 13.24M | -0.1% | -$4.14M |
| 2021-12-13 | 2021-12-08 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | G - Gift | $0.00 | -33.7K | 13.24M | -0.3% | $0 |
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 | 2021-12-10 | S | D | 197 | $318.52 | 13,240,530 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $318.03 to $318.81 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 | 2021-12-10 | S | D | 507 | $319.79 | 13,240,023 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $319.04 to $320.03. 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 | 2021-12-08 | G | D | 33,680 | $0.00 | 13,243,063 | D | — | — | |
| 4 | Common | Common Stock | 2021-12-10 | S | D | 4,864 | $321.63 | 13,231,866 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $321.16 to $322.15. 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 | 2021-12-10 | S | D | 1,655 | $322.60 | 13,230,211 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $322.16 to $323.11. 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 | 2021-12-09 | S | D | 100 | $325.39 | 13,240,727 | D | — | — | |
| 7 | Common | Common Stock | 2021-12-09 | S | D | 2,236 | $324.54 | 13,240,827 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $324.28 to $325.27. 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 | 2021-12-10 | S | D | 3,293 | $320.68 | 13,236,730 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $320.105 to $321.09 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. |