Form 4 for MORN Morningstar, Inc.
Accepted 2022-01-05 00:00:00 ET · period of report 2022-01-03 · accession 0001062993-22-000636 · 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 | 2022-01-05 | 2022-01-03+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $336.51 | -11.5K | 13.10M | -0.1% | -$3.87M |
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 | 2022-01-04 | S | D | 486 | $338.02 | 13,086,650 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $337.87 to $338.65 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 | 2022-01-04 | S | D | 1,059 | $336.23 | 13,087,136 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $336.05 to $336.745. 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 | 2022-01-04 | S | D | 8,114 | $335.36 | 13,088,195 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $335.00 to $335.99. 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. |
| 4 | Common | Common Stock | 2022-01-03 | S | D | 355 | $342.18 | 13,096,309 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $341.99 to $342.50. 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. |
| 5 | Common | Common Stock | 2022-01-03 | S | D | 1,495 | $341.15 | 13,096,664 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $340.99 to $341.94. 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. |