Form 4 for MORN Morningstar, Inc.
Accepted 2022-01-20 00:00:00 ET · period of report 2022-01-18 · accession 0001062993-22-001288 · 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 | 2022-01-20 | 2022-01-18+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $295.43 | -6,910 | 13.03M | -0.1% | -$2.04M |
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 | 2022-01-19 | S | D | 18 | $298.24 | 13,027,922 | D | — | — | |
| 2 | Common | Common Stock | 2022-01-19 | S | D | 390 | $297.24 | 13,027,940 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $297.01 to $297.735. 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 | 2022-01-19 | S | D | 1,028 | $296.44 | 13,028,330 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $296.01 to $296.94. 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. |
| 4 | Common | Common Stock | 2022-01-19 | S | D | 3,599 | $295.39 | 13,029,358 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $294.99 to $295.94. 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. |
| 5 | Common | Common Stock | 2022-01-18 | S | D | 100 | $295.19 | 13,034,732 | D | — | — | |
| 6 | Common | Common Stock | 2022-01-19 | S | D | 1,775 | $294.53 | 13,032,957 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $293.96 to $294.95. 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. |