Form 4 for MORN Morningstar, Inc.
Accepted 2022-03-01 00:00:00 ET · period of report 2022-02-25 · accession 0001062993-22-006171 · 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 | 2022-03-01 | 2022-02-25+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $278.07 | -31.2K | 12.89M | -0.2% | -$8.69M |
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 | 2022-02-28 | S | D | 200 | $284.75 | 12,858,407 | D | — | — | (F19) The transaction was executed in multiple trades at prices ranging from $284.63 to $285.18. 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 | 2022-02-28 | S | D | 200 | $283.10 | 12,858,607 | D | — | — | (F18) The transaction was executed in multiple trades at prices ranging from $283.00 to $283.20. 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 | 2022-02-28 | S | D | 938 | $281.95 | 12,858,807 | D | — | — | (F17) The transaction was executed in multiple trades at prices ranging from $281.63 to $282.25. 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 | 2022-02-28 | S | D | 10,884 | $280.87 | 12,859,745 | D | — | — | (F16) The transaction was executed in multiple trades at prices ranging from $280.60 to $281.56. 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 | 2022-02-25 | S | D | 997 | $281.48 | 12,870,629 | D | — | — | (F15) The transaction was executed in multiple trades at prices ranging from $281.17 to $281.94. 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 | 2022-02-25 | S | D | 2,760 | $280.71 | 12,871,626 | D | — | — | (F14) The transaction was executed in multiple trades at prices ranging from $280.13 to $281.09. 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 | 2022-02-25 | S | D | 1,672 | $279.49 | 12,874,386 | D | — | — | (F13) The transaction was executed in multiple trades at prices ranging from $279.02 to $279.98. 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 | 2022-02-25 | S | D | 2,250 | $278.37 | 12,876,058 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $277.97 to $278.90. 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. |
| 9 | Common | Common Stock | 2022-02-25 | S | D | 2,415 | $277.46 | 12,878,308 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $276.91 to $277.91. 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. |
| 10 | Common | Common Stock | 2022-02-25 | S | D | 2,291 | $276.37 | 12,880,723 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $275.88 to $276.84. 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. |
| 11 | Common | Common Stock | 2022-02-25 | S | D | 1,200 | $275.48 | 12,883,014 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $274.88 to $275.83. 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. |
| 12 | Common | Common Stock | 2022-02-25 | S | D | 1,350 | $273.87 | 12,884,214 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $273.71 to $274.66. 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. |
| 13 | Common | Common Stock | 2022-02-25 | S | D | 510 | $273.01 | 12,885,564 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $272.53 to $273.34. 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. |
| 14 | Common | Common Stock | 2022-02-25 | S | D | 803 | $271.35 | 12,886,074 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $270.96 to $271.89. 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. |
| 15 | Common | Common Stock | 2022-02-25 | S | D | 400 | $270.21 | 12,886,877 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $269.86 to $270.555. 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. |
| 16 | Common | Common Stock | 2022-02-25 | S | D | 543 | $268.92 | 12,887,277 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $268.51 to $269.31. 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. |
| 17 | Common | Common Stock | 2022-02-25 | S | D | 781 | $267.98 | 12,887,820 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $267.48 to $268.18 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. |
| 18 | Common | Common Stock | 2022-02-25 | S | D | 1,050 | $266.61 | 12,888,601 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $266.42 to $267.28. 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. |