Form 4 for MORN Morningstar, Inc.
Accepted 2022-03-11 00:00:00 ET · period of report 2022-03-09 · accession 0001062993-22-007396 · 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 | 2022-03-11 | 2022-03-09+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $268.78 | -12.1K | 12.81M | -0.1% | -$3.25M |
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 | 2022-03-09 | S | D | 810 | $263.46 | 12,810,319 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $262.80 to $263.72. 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 | 2022-03-09 | S | D | 1,510 | $268.52 | 12,806,795 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $268.06 to $269.05. 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 | 2022-03-10 | S | D | 150 | $268.66 | 12,799,042 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $268.65 to $268.80. 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 | 2022-03-09 | S | D | 1,034 | $271.33 | 12,799,192 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $271.08 to $271.62. 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. |
| 5 | Common | Common Stock | 2022-03-09 | S | D | 1,936 | $270.38 | 12,800,226 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $270.08 to $270.95. 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 | 2022-03-09 | S | D | 4,633 | $269.60 | 12,802,162 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $269.06 to $270.04. 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 | 2022-03-09 | S | D | 325 | $264.24 | 12,809,994 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $264.18 to $264.78 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 | 2022-03-09 | S | D | 800 | $265.85 | 12,809,194 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $265.43 to $266.00 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 | 2022-03-09 | S | D | 889 | $267.66 | 12,808,305 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $267.00 to $267.96. 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. |