Form 4 for MORN Morningstar, Inc.
Accepted 2022-02-23 00:00:00 ET · period of report 2022-02-18 · accession 0001062993-22-005379 · 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 | 2022-02-23 | 2022-02-18+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $273.62 | -14.4K | 12.91M | -0.1% | -$3.93M |
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 | 2022-02-22 | S | D | 4,344 | $273.10 | 12,907,598 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $272.89 to $273.77. 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. |
| 2 | Common | Common Stock | 2022-02-18 | S | D | 200 | $275.89 | 12,911,942 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $275.89 to $275.90. 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. |
| 3 | Common | Common Stock | 2022-02-18 | S | D | 1,240 | $275.09 | 12,912,142 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $274.815 to $275.435. 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 | 2022-02-18 | S | D | 3,426 | $274.12 | 12,913,382 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $273.75 to $274.74 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. |
| 5 | Common | Common Stock | 2022-02-18 | S | D | 4,953 | $273.26 | 12,916,808 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $272.75 to $273.74. 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. |
| 6 | Common | Common Stock | 2022-02-22 | S | D | 201 | $273.97 | 12,907,397 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $273.96 to $273.97. 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. |