Form 4 for MORN Morningstar, Inc.
Accepted 2022-03-15 00:00:00 ET · period of report 2022-03-11 · accession 0001062993-22-007753 · 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 | 2022-03-15 | 2022-03-11+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $262.74 | -23.3K | 12.78M | -0.2% | -$6.12M |
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 | 2022-03-11 | S | D | 50 | $267.11 | 12,789,359 | D | — | — | |
| 2 | Common | Common Stock | 2022-03-14 | S | D | 171 | $265.72 | 12,775,741 | D | — | — | (F13) The transaction was executed in multiple trades at prices ranging from $265.68 to $265.99. 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. |
| 3 | Common | Common Stock | 2022-03-11 | S | D | 2,150 | $262.53 | 12,796,892 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $261.91 to $262.90. 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. |
| 4 | Common | Common Stock | 2022-03-11 | S | D | 4,451 | $263.46 | 12,792,441 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $262.93 to $263.88 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 | 2022-03-11 | S | D | 2,503 | $264.35 | 12,789,938 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $263.99 to $264.98 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. |
| 6 | Common | Common Stock | 2022-03-11 | S | D | 305 | $265.11 | 12,789,633 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $264.99 to $265.24. 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 | 2022-03-11 | S | D | 224 | $266.17 | 12,789,409 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $266.01 to $266.81. 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 | 2022-03-14 | S | D | 4,630 | $259.92 | 12,784,729 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $259.55 to $260.53. 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 | 2022-03-14 | S | D | 1,868 | $260.92 | 12,782,861 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $260.58 to $261.50. 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 | 2022-03-14 | S | D | 1,183 | $262.03 | 12,781,678 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $261.58 to $262.50. 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 | 2022-03-14 | S | D | 1,186 | $263.23 | 12,780,492 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $262.60 to $263.56. 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. |
| 12 | Common | Common Stock | 2022-03-14 | S | D | 3,108 | $264.20 | 12,777,384 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $263.61 to $264.59. 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 | 2022-03-14 | S | D | 1,472 | $264.95 | 12,775,912 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $264.66 to $265.49. 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. |