Form 4 for MORN Morningstar, Inc.
Accepted 2021-12-21 00:00:00 ET · period of report 2021-12-17 · accession 0001062993-21-013338 · 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 | 2021-12-21 | 2021-12-17+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $335.13 | -10.1K | 13.17M | -0.1% | -$3.39M |
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 | 2021-12-20 | S | D | 1,100 | $330.12 | 13,167,508 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $330.11 to $330.30. 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. |
| 2 | Common | Common Stock | 2021-12-17 | S | D | 411 | $337.31 | 13,168,608 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $337.20 to $337.63. 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. |
| 3 | Common | Common Stock | 2021-12-17 | S | D | 4,317 | $335.75 | 13,171,290 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $335.1950 to $336.18. 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. |
| 4 | Common | Common Stock | 2021-12-17 | S | D | 2,022 | $334.63 | 13,175,607 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $334.18 to $335.1550. 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 | 2021-12-17 | S | D | 2,271 | $336.41 | 13,169,019 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $336.20 to $336.98. 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. |