Form 4 for MORN Morningstar, Inc.
Accepted 2021-12-23 00:00:00 ET · period of report 2021-12-21 · accession 0001062993-21-013447 · 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 | 2021-12-23 | 2021-12-21+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $334.95 | -21.2K | 13.15M | -0.2% | -$7.09M |
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 | 2021-12-21 | S | D | 1,036 | $333.76 | 13,162,599 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $333.23 to $334.20. 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. |
| 2 | Common | Common Stock | 2021-12-22 | S | D | 155 | $337.98 | 13,146,329 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $337.735 to $338.11. 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. |
| 3 | Common | Common Stock | 2021-12-22 | S | D | 2,705 | $337.12 | 13,146,484 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $336.68 to $337.64. 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 | 2021-12-21 | S | D | 600 | $329.60 | 13,166,908 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $329.0150 to $329.99. 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. |
| 5 | Common | Common Stock | 2021-12-21 | S | D | 2,118 | $330.50 | 13,164,790 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $330.045 to $330.98. 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. |
| 6 | Common | Common Stock | 2021-12-21 | S | D | 455 | $331.46 | 13,164,335 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $331.0750 to $331.97. 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 | 2021-12-21 | S | D | 700 | $332.65 | 13,163,635 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $332.1750 to $332.99. 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 | 2021-12-21 | S | D | 3,483 | $334.74 | 13,159,116 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $334.28 to $335.24. 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 | 2021-12-21 | S | D | 1,381 | $335.77 | 13,157,735 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $335.32 to $336.2950. 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 | 2021-12-21 | S | D | 1,406 | $336.79 | 13,156,329 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $336.36 to $337.345. 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 | 2021-12-22 | S | D | 7,140 | $336.03 | 13,149,189 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $335.68 to $336.67. 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. |