Form 4 for MORN Morningstar, Inc.
Accepted 2022-01-03 00:00:00 ET · period of report 2021-12-30 · accession 0001062993-22-000013 · 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 | 2022-01-03 | 2021-12-30+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $342.60 | -12.8K | 13.10M | -0.1% | -$4.38M |
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 | 2021-12-30 | S | D | 4,100 | $343.40 | 13,106,857 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $343.03 to $343.93. 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 | 2021-12-30 | S | D | 192 | $344.65 | 13,106,665 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $344.545 to $344.98. 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. |
| 3 | Common | Common Stock | 2021-12-31 | S | D | 5,234 | $342.39 | 13,098,781 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $341.925 to $342.875. 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 | 2021-12-31 | S | D | 622 | $343.32 | 13,098,159 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $342.94 to $343.52 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 | 2021-12-31 | S | D | 2,650 | $341.44 | 13,104,015 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $340.90 to $341.88. 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. |