Form 4 for MORN Morningstar, Inc.
Accepted 2022-03-03 00:00:00 ET · period of report 2022-03-01 · accession 0001062993-22-006666 · 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 | 2022-03-03 | 2022-03-01+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $271.06 | -21.7K | 12.84M | -0.2% | -$5.87M |
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 | 2022-03-02 | S | D | 9,967 | $271.43 | 12,837,176 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $270.97 to $271.965. 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 | 2022-03-02 | S | D | 7,250 | $270.61 | 12,847,143 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $269.97 to $270.96. 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 | 2022-03-02 | S | D | 3,414 | $269.25 | 12,854,393 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $268.96 to $269.94 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. |
| 4 | Common | Common Stock | 2022-03-01 | S | D | 600 | $279.83 | 12,857,807 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $279.65 to $280.49. 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 | 2022-03-02 | S | D | 422 | $272.04 | 12,836,754 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $271.97 to $272.55. 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. |