Form 4 for MORN Morningstar, Inc.
Accepted 2022-02-25 00:00:00 ET · period of report 2022-02-23 · accession 0001062993-22-005638 · 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 | 2022-02-25 | 2022-02-23+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $266.51 | -17.7K | 12.89M | -0.1% | -$4.73M |
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 | 2022-02-23 | S | D | 797 | $271.63 | 12,903,334 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $271.34 to $271.91. 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 | 2022-02-23 | S | D | 1,507 | $269.60 | 12,905,890 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $269.16 to $270.08. 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 | 2022-02-23 | S | D | 1,759 | $270.57 | 12,904,131 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $270.28 to $271.17 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 | 2022-02-24 | S | D | 801 | $266.80 | 12,889,651 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $266.62 to $267.43. 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 | 2022-02-23 | S | D | 184 | $272.57 | 12,903,150 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $272.52 to $272.79. 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. |
| 6 | Common | Common Stock | 2022-02-24 | S | D | 3,650 | $263.92 | 12,899,500 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $263.55 to $264.53. 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 | 2022-02-24 | S | D | 3,991 | $265.12 | 12,895,509 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $264.59 to $265.58. 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 | 2022-02-24 | S | D | 5,057 | $266.08 | 12,890,452 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $265.61 to $266.60. 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. |