Form 4 for MORN Morningstar, Inc.
Accepted 2022-03-09 00:00:00 ET · period of report 2022-03-07 · accession 0001062993-22-007117 · 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 | 2022-03-09 | 2022-03-07+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $257.55 | -13.7K | 12.82M | -0.1% | -$3.53M |
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 | 2022-03-07 | S | D | 579 | $266.43 | 12,824,253 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $266.18 to $267.08. 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. |
| 2 | Common | Common Stock | 2022-03-08 | S | D | 1,934 | $254.78 | 12,822,319 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $254.56 to $255.52 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 | 2022-03-08 | S | D | 3,353 | $257.09 | 12,816,030 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $256.60 to $257.56. 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. |
| 4 | Common | Common Stock | 2022-03-08 | S | D | 1,934 | $257.97 | 12,814,096 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $257.61 to $258.47. 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 | 2022-03-08 | S | D | 2,123 | $259.14 | 12,811,973 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $258.66 to $259.62. 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 | 2022-03-08 | S | D | 844 | $260.11 | 12,811,129 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $259.73 to $260.62. 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 | 2022-03-08 | S | D | 2,936 | $256.00 | 12,819,383 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $255.59 to $256.555 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. |