Form 4 for MORN Morningstar, Inc.
Accepted 2022-01-18 00:00:00 ET · period of report 2022-01-13 · accession 0001062993-22-001173 · 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 | 2022-01-18 | 2022-01-13+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $310.35 | -2,200 | 13.04M | -0.0% | -$682.8K |
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 | 2022-01-13 | S | D | 200 | $319.45 | 13,035,998 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $318.99 to $319.62. 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 | 2022-01-13 | S | D | 50 | $320.00 | 13,035,948 | D | — | — | |
| 3 | Common | Common Stock | 2022-01-14 | S | D | 43 | $298.88 | 13,034,832 | D | — | — | |
| 4 | Common | Common Stock | 2022-01-14 | S | D | 823 | $298.05 | 13,034,875 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $297.86 to $298.595. 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 | 2022-01-13 | S | D | 250 | $321.19 | 13,035,698 | D | — | — | |
| 6 | Common | Common Stock | 2022-01-13 | S | D | 300 | $315.34 | 13,036,732 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $314.95 to $315.43. 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 | 2022-01-13 | S | D | 534 | $318.05 | 13,036,198 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $317.53 to $318.52. 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. |