Form 4 for MORN Morningstar, Inc.
Accepted 2021-12-30 00:00:00 ET · period of report 2021-12-28 · accession 0001062993-21-013636 · 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 | 2021-12-30 | 2021-12-28+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $345.90 | -17.1K | 13.12M | -0.1% | -$5.93M |
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 | 2021-12-29 | S | D | 529 | $348.05 | 13,111,057 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $347.7450 to $348.50. 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 | 2021-12-29 | S | D | 100 | $349.49 | 13,110,957 | D | — | — | |
| 3 | Common | Common Stock | 2021-12-29 | S | D | 641 | $347.10 | 13,111,586 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $346.73 to $347.37 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 | 2021-12-29 | S | D | 1,271 | $345.96 | 13,112,227 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $345.61 to $346.2350. 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 | 2021-12-29 | S | D | 5,908 | $345.04 | 13,113,498 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $344.61 to $345.60. 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 | 2021-12-28 | S | D | 2,554 | $346.65 | 13,119,406 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $346.61 to $347.00. 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 | 2021-12-28 | S | D | 6,135 | $346.03 | 13,121,960 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $345.61 to $346.6050. 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. |