Form 4 for MORN Morningstar, Inc.
Accepted 2022-03-07 00:00:00 ET · period of report 2022-03-03 · accession 0001062993-22-006957 · 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 | 2022-03-07 | 2022-03-03 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $271.40 | -11.9K | 12.83M | -0.1% | -$3.24M |
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 | 2022-03-03 | S | D | 3 | $274.37 | 12,824,832 | D | — | — | |
| 2 | Common | Common Stock | 2022-03-03 | S | D | 607 | $273.44 | 12,824,835 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $273.19 to $273.875. 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 | 2022-03-03 | S | D | 2,426 | $272.45 | 12,825,442 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $272.07 to $273.035. 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 | 2022-03-03 | S | D | 3,616 | $271.55 | 12,827,868 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $271.06 to $272.055 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 | 2022-03-03 | S | D | 5,270 | $270.58 | 12,831,484 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $270.06 to $270.99. 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. |