Form 4 for MORN Morningstar, Inc.
Accepted 2021-12-28 00:00:00 ET · period of report 2021-12-23 · accession 0001062993-21-013573 · 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 | 2021-12-28 | 2021-12-23+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $341.54 | -18.2K | 13.15M | -0.1% | -$6.23M |
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 | 2021-12-23 | S | D | 6,690 | $339.45 | 13,137,829 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $338.8550 to $339.82. 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 | 2021-12-27 | S | D | 47 | $346.70 | 13,128,095 | D | — | — | |
| 3 | Common | Common Stock | 2021-12-27 | S | D | 1,126 | $345.95 | 13,128,142 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $345.69 to $346.61. 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 | 2021-12-27 | S | D | 1,329 | $345.04 | 13,129,268 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $344.65 to $345.44. 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. |
| 5 | Common | Common Stock | 2021-12-27 | S | D | 3,520 | $344.04 | 13,130,597 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $343.58 to $344.57. 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 | 2021-12-27 | S | D | 2,215 | $342.93 | 13,134,117 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $342.50 to $343.38. 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 | 2021-12-27 | S | D | 479 | $341.96 | 13,136,332 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $341.4650 to $342.42. 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 | 2021-12-27 | S | D | 90 | $340.45 | 13,136,811 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $340.00 to $340.95. 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 | 2021-12-27 | S | D | 53 | $338.56 | 13,136,901 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $338.53 to $338.70. 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 | 2021-12-23 | S | D | 875 | $339.99 | 13,136,954 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $339.93 to $340.25. 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 | 2021-12-23 | S | D | 1,310 | $338.35 | 13,144,519 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $337.78 to $338.75. 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 | 2021-12-23 | S | D | 500 | $337.10 | 13,145,829 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $336.65 to $337.47. 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. |