Form 4 for MORN Morningstar, Inc.
Accepted 2022-02-17 00:00:00 ET · period of report 2022-02-15 · accession 0001062993-22-004717 · 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 | 2022-02-17 | 2022-02-15+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $281.92 | -18.2K | 12.93M | -0.1% | -$5.13M |
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 | 2022-02-16 | S | D | 4,428 | $281.05 | 12,921,761 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $280.93 to $281.64. 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. |
| 2 | Common | Common Stock | 2022-02-15 | S | D | 1,150 | $280.23 | 12,938,811 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $279.57 to $280.55. 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 | 2022-02-15 | S | D | 2,063 | $283.10 | 12,928,437 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $282.62 to $283.57. 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 | 2022-02-15 | S | D | 1,723 | $284.18 | 12,926,714 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $283.68 to $284.655. 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 | 2022-02-15 | S | D | 525 | $284.86 | 12,926,189 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $284.70 to $285.52. 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 | 2022-02-15 | S | D | 3,458 | $281.16 | 12,935,353 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $280.61 to $281.55 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 | 2022-02-15 | S | D | 4,853 | $282.02 | 12,930,500 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $281.61 to $282.59. 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. |