Form 4 for MORN Morningstar, Inc.
Accepted 2021-12-15 00:00:00 ET · period of report 2021-12-13 · accession 0001062993-21-012924 · 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 | 2021-12-15 | 2021-12-13+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $324.17 | -19.7K | 13.22M | -0.1% | -$6.38M |
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 | 2021-12-13 | S | D | 2,582 | $324.49 | 13,222,117 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $324.02 to $325.01. 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. |
| 2 | Common | Common Stock | 2021-12-14 | S | D | 3,311 | $324.81 | 13,212,579 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $324.46 to $325.44. 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. |
| 3 | Common | Common Stock | 2021-12-14 | S | D | 3,778 | $323.90 | 13,215,890 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $323.355 to $324.33. 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 | 2021-12-13 | S | D | 1,404 | $322.59 | 13,228,807 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $321.96 to $322.94. 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 | 2021-12-13 | S | D | 4,108 | $323.52 | 13,224,699 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $323.00 to $323.93 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 | 2021-12-14 | S | D | 2,064 | $325.72 | 13,210,515 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $325.46 to $326.16. 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. |
| 7 | Common | Common Stock | 2021-12-13 | S | D | 1,183 | $325.44 | 13,220,934 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $325.06 to $325.99 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. |
| 8 | Common | Common Stock | 2021-12-14 | S | D | 1,266 | $322.80 | 13,219,668 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $322.33 to $323.32. 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. |