Form 4 for MORN Morningstar, Inc.
Accepted 2022-01-13 00:00:00 ET · period of report 2022-01-11 · accession 0001062993-22-001007 · 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 | 2022-01-13 | 2022-01-11+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $307.36 | -47.0K | 13.08M | -0.4% | -$14.46M |
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 | 2022-01-12 | S | D | 8,325 | $308.72 | 13,046,350 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $308.34 to $309.335. 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 | 2022-01-12 | S | D | 600 | $315.50 | 13,037,032 | D | — | — | (F16) The transaction was executed in multiple trades at prices ranging from $315.05 to $316.045. 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 | 2022-01-12 | S | D | 300 | $314.27 | 13,037,632 | D | — | — | (F15) The transaction was executed in multiple trades at prices ranging from $313.86 to $314.76. 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 | 2022-01-12 | S | D | 551 | $313.26 | 13,037,932 | D | — | — | (F14) The transaction was executed in multiple trades at prices ranging from $312.79 to $313.72. 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 | 2022-01-12 | S | D | 3,049 | $312.35 | 13,038,483 | D | — | — | (F13) The transaction was executed in multiple trades at prices ranging from $311.78 to $312.705. 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 | 2022-01-12 | S | D | 2,506 | $310.94 | 13,041,532 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $310.69 to $311.685. 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 | 2022-01-12 | S | D | 2,312 | $309.73 | 13,044,038 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $309.345 to $310.21. 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 | 2022-01-12 | S | D | 3,751 | $307.68 | 13,054,675 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $307.33 to $308.31. 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 | 2022-01-12 | S | D | 4,799 | $307.04 | 13,058,426 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $306.32 to $307.315. 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 | 2022-01-12 | S | D | 2,807 | $305.47 | 13,063,225 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $305.23 to $305.89. 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 | 2022-01-11 | S | D | 1,653 | $306.56 | 13,066,032 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $306.28 to $307.11. 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 | 2022-01-11 | S | D | 5,145 | $305.66 | 13,067,685 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $305.28 to $306.25. 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. |
| 13 | Common | Common Stock | 2022-01-11 | S | D | 6,077 | $304.78 | 13,072,830 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $304.28 to $305.255. 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. |
| 14 | Common | Common Stock | 2022-01-11 | S | D | 3,756 | $303.85 | 13,078,907 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $303.28 to $304.27. 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. |
| 15 | Common | Common Stock | 2022-01-11 | S | D | 1,399 | $302.67 | 13,082,663 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $302.28 to $303.16. 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. |