Form 4 for MORN Morningstar, Inc.
Accepted 2022-02-09 00:00:00 ET · period of report 2022-02-07 · accession 0001062993-22-003192 · 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 | 2022-02-09 | 2022-02-07+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $295.39 | -12.5K | 12.97M | -0.1% | -$3.69M |
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 | 2022-02-07 | S | D | 3,814 | $296.35 | 12,969,733 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $295.93 to $296.90. 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 | 2022-02-08 | S | D | 299 | $292.16 | 12,969,234 | D | — | — | |
| 3 | Common | Common Stock | 2022-02-07 | S | D | 200 | $297.22 | 12,969,533 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $296.99 to $297.45. 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. |
| 4 | Common | Common Stock | 2022-02-08 | S | D | 34 | $293.25 | 12,969,200 | D | — | — | |
| 5 | Common | Common Stock | 2022-02-07 | S | D | 2,583 | $294.29 | 12,979,121 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $293.93 to $294.84. 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 | 2022-02-07 | S | D | 5,574 | $295.36 | 12,973,547 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $294.93 to $295.90. 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. |