Form 4 for MORN Morningstar, Inc.
Accepted 2022-02-11 00:00:00 ET · period of report 2022-02-09 · accession 0001062993-22-003746 · 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 | 2022-02-11 | 2022-02-09+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $295.72 | -23.4K | 12.96M | -0.2% | -$6.92M |
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 | 2022-02-09 | S | D | 300 | $296.90 | 12,958,318 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $296.85 to $296.97. 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 | 2022-02-10 | S | D | 6,350 | $295.48 | 12,951,968 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $295.14 to $296.12. 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 | 2022-02-09 | S | D | 955 | $293.14 | 12,968,095 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $292.71 to $293.64. 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. |
| 4 | Common | Common Stock | 2022-02-10 | S | D | 5,308 | $296.59 | 12,946,660 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $296.15 to $297.13. 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 | 2022-02-09 | S | D | 150 | $289.87 | 12,969,050 | D | — | — | |
| 6 | Common | Common Stock | 2022-02-09 | S | D | 1,347 | $294.36 | 12,966,748 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $293.79 to $294.77 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 | 2022-02-09 | S | D | 3,256 | $296.24 | 12,958,618 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $295.80 to $296.74. 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 | 2022-02-10 | S | D | 850 | $297.43 | 12,945,810 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $297.15 to $297.92. 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 | 2022-02-09 | S | D | 4,874 | $295.41 | 12,961,874 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $294.80 to $295.79. 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. |