Form 4 for MORN Morningstar, Inc.
Accepted 2022-02-07 00:00:00 ET · period of report 2022-02-03 · accession 0001062993-22-002852 · 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 | 2022-02-07 | 2022-02-03+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $294.09 | -13.5K | 12.99M | -0.1% | -$3.96M |
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 | 2022-02-04 | S | D | 1,187 | $290.52 | 12,993,021 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $290.09 to $290.98. 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 | 2022-02-04 | S | D | 154 | $297.60 | 12,981,704 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $297.98 to $297.68. 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 | 2022-02-04 | S | D | 950 | $297.07 | 12,981,858 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $296.47 to $297.425. 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 | 2022-02-04 | S | D | 2,024 | $295.86 | 12,982,808 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $295.46 to $296.42. 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. |
| 5 | Common | Common Stock | 2022-02-04 | S | D | 4,130 | $294.98 | 12,984,832 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $294.46 to $295.45. 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 | 2022-02-04 | S | D | 760 | $294.10 | 12,988,962 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $293.46 to $294.45. 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 | 2022-02-03 | S | D | 950 | $294.24 | 12,994,208 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $294.07 to $294.72. 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. |
| 8 | Common | Common Stock | 2022-02-04 | S | D | 1,913 | $291.66 | 12,991,108 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $291.15 to $292.04. 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 | 2022-02-04 | S | D | 1,386 | $292.71 | 12,989,722 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $292.31 to $293.03. 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. |