Form 4 for MORN Morningstar, Inc.
Accepted 2022-02-03 00:00:00 ET · period of report 2022-02-01 · accession 0001062993-22-002409 · 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 | 2022-02-03 | 2022-02-01+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $291.20 | -28.0K | 13.01M | -0.2% | -$8.17M |
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 | 2022-02-01 | S | D | 4,632 | $286.82 | 13,018,568 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $286.41 to $287.405. 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 | 2022-02-01 | S | D | 6,420 | $287.94 | 13,012,148 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $287.43 to $288.42. 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 | 2022-02-01 | S | D | 1,577 | $288.58 | 13,010,571 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $288.44 to $288.85. 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 | 2022-02-02 | S | D | 50 | $288.38 | 13,010,521 | D | — | — | |
| 5 | Common | Common Stock | 2022-02-02 | S | D | 642 | $289.63 | 13,009,879 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $289.51 to $290.44. 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 | 2022-02-02 | S | D | 400 | $296.35 | 12,995,158 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $296.14 to $296.44. 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 | 2022-02-02 | S | D | 897 | $292.10 | 13,008,074 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $291.83 to $292.32. 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 | 2022-02-02 | S | D | 1,553 | $293.53 | 13,006,521 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $293.00 to $293.99. 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 | 2022-02-02 | S | D | 6,501 | $294.53 | 13,000,020 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $294.02 to $295.005. 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 | 2022-02-02 | S | D | 4,462 | $295.35 | 12,995,558 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $295.03 to $295.95. 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. |
| 11 | Common | Common Stock | 2022-02-02 | S | D | 908 | $290.97 | 13,008,971 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $290.55 to $291.515. 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. |