Form 4 for MORN Morningstar, Inc.
Accepted 2022-01-24 00:00:00 ET · period of report 2022-01-20 · accession 0001062993-22-001468 · 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 | 2022-01-24 | 2022-01-20+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $291.71 | -3,606 | 13.03M | -0.0% | -$1.05M |
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 | 2022-01-21 | S | D | 116 | $285.28 | 13,024,316 | D | — | — | |
| 2 | Common | Common Stock | 2022-01-21 | S | D | 33 | $284.35 | 13,024,432 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $284.22 to $284.64. 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 | 2022-01-20 | S | D | 625 | $293.91 | 13,024,595 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $293.56 to $294.33. 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 | 2022-01-20 | S | D | 711 | $292.64 | 13,025,220 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $292.4175 to $293.08. 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 | 2022-01-20 | S | D | 130 | $294.66 | 13,024,465 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $294.63 to $294.73. 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 | 2022-01-20 | S | D | 352 | $289.30 | 13,027,570 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $289.13 to $289.39. 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 | 2022-01-20 | S | D | 598 | $290.57 | 13,026,972 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $290.13 to $290.86. 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 | 2022-01-20 | S | D | 1,041 | $291.82 | 13,025,931 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $291.215 to $292.17. 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. |