Form 4 for MORN Morningstar, Inc.

Accepted 2022-01-07 00:00:00 ET · period of report 2022-01-05 · accession 0001062993-22-000766 · 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	2022-01-07	2022-01-05+	MORN	Mansueto Joseph D	Executive COB, Dir, 10%	S - Sale	$333.82	-1,802	13.09M	-0.0%	-$601.6K

Purchase Sale Sale after option exercise All abbreviations

#	Table	Security	Date	Code	A/D	Shares	Price	Owned after	Own	Exercise / expiry	Underlying	Footnotes
1	Common	Common Stock	2022-01-05	S	D	150	$336.71	13,085,031	D	—	—	(F3) The transaction was executed in multiple trades at prices ranging from $336.36 to $337.02. 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	2022-01-06	S	D	183	$320.74	13,084,848	D	—	—	(F4) The transaction was executed in multiple trades at prices ranging from $320.32 to $321.095. 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	2022-01-05	S	D	1,469	$335.16	13,085,181	D	—	—	(F2) The transaction was executed in multiple trades at prices ranging from $335.03 to $335.60. 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.