Form 4 for MORN Morningstar, Inc.
Accepted 2021-12-17 00:00:00 ET · period of report 2021-12-15 · accession 0001062993-21-013169 · 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 | 2021-12-17 | 2021-12-15+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $331.72 | -32.9K | 13.18M | -0.2% | -$10.91M |
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 | 2021-12-15 | S | D | 200 | $323.09 | 13,210,315 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $323.05 to $323.12 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 | 2021-12-15 | S | D | 495 | $324.61 | 13,209,820 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $324.08 to $325.03 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 | 2021-12-16 | S | D | 422 | $336.47 | 13,177,629 | D | — | — | (F16) The transaction was executed in multiple trades at prices ranging from $336.36 to $336.63. 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 | 2021-12-15 | S | D | 2,698 | $325.72 | 13,207,122 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $325.095 to $326.09. 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. |
| 5 | Common | Common Stock | 2021-12-15 | S | D | 3,278 | $326.52 | 13,203,844 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $326.10 to $327.09 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. |
| 6 | Common | Common Stock | 2021-12-15 | S | D | 1,060 | $327.67 | 13,202,784 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $327.145 to $328.12. 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 | 2021-12-15 | S | D | 632 | $328.88 | 13,202,152 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $328.32 to $329.28. 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 | 2021-12-15 | S | D | 3,521 | $329.78 | 13,198,631 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $329.36 to $330.34. 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 | 2021-12-15 | S | D | 759 | $330.78 | 13,197,872 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $330.40 to $331.30. 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. |
| 10 | Common | Common Stock | 2021-12-15 | S | D | 948 | $331.85 | 13,196,924 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $331.59 to $332.30. 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. |
| 11 | Common | Common Stock | 2021-12-16 | S | D | 1,132 | $331.88 | 13,195,792 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $331.29 to $332.285. 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 | 2021-12-16 | S | D | 1,864 | $332.79 | 13,193,928 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $332.32 to $333.27. 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. |
| 13 | Common | Common Stock | 2021-12-16 | S | D | 5,988 | $333.80 | 13,187,940 | D | — | — | (F13) The transaction was executed in multiple trades at prices ranging from $333.34 to $334.285. 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 | 2021-12-16 | S | D | 4,830 | $334.87 | 13,183,110 | D | — | — | (F14) The transaction was executed in multiple trades at prices ranging from $334.34 to $335.33. 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. |
| 15 | Common | Common Stock | 2021-12-16 | S | D | 5,059 | $335.72 | 13,178,051 | D | — | — | (F15) The transaction was executed in multiple trades at prices ranging from $335.35 to $336.20. 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. |