Form 4 for MORN Morningstar, Inc.
Accepted 2022-03-17 00:00:00 ET · period of report 2022-03-15 · accession 0001062993-22-007973 · 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 | 2022-03-17 | 2022-03-15+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $264.97 | -32.7K | 12.74M | -0.3% | -$8.68M |
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 | 2022-03-16 | S | D | 800 | $261.84 | 12,759,887 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $261.42 to $262.30. 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 | 2022-03-15 | S | D | 751 | $264.74 | 12,760,687 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $264.45 to $265.11. 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 | 2022-03-15 | S | D | 3,156 | $263.82 | 12,761,438 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $263.39 to $264.32. 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 | 2022-03-15 | S | D | 3,031 | $262.68 | 12,764,594 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $262.30 to $263.28. 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 | 2022-03-15 | S | D | 6,892 | $261.82 | 12,767,625 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $261.24 to $262.23 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 | 2022-03-15 | S | D | 1,084 | $260.93 | 12,774,517 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $260.21 to $261.20 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 | 2022-03-15 | S | D | 140 | $258.53 | 12,775,601 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $258.37 to $258.92. 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 | 2022-03-16 | S | D | 977 | $262.82 | 12,758,910 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $262.45 to $263.12. 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 | 2022-03-16 | S | D | 549 | $263.74 | 12,758,361 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $263.53 to $263.99. 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. |
| 10 | Common | Common Stock | 2022-03-16 | S | D | 1,683 | $265.20 | 12,756,678 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $264.75 to $265.72. 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. |
| 11 | Common | Common Stock | 2022-03-16 | S | D | 1,856 | $266.24 | 12,754,822 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $265.75 to $266.57. 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 | 2022-03-16 | S | D | 111 | $271.09 | 12,742,999 | D | — | — | (F17) The transaction was executed in multiple trades at prices ranging from $270.88 to $271.11. 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 | 2022-03-16 | S | D | 851 | $270.17 | 12,743,110 | D | — | — | (F16) The transaction was executed in multiple trades at prices ranging from $269.85 to $270.64. 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. |
| 14 | Common | Common Stock | 2022-03-16 | S | D | 3,300 | $267.36 | 12,751,522 | D | — | — | (F13) The transaction was executed in multiple trades at prices ranging from $266.81 to $267.79. 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. |
| 15 | Common | Common Stock | 2022-03-16 | S | D | 5,333 | $268.30 | 12,746,189 | D | — | — | (F14) The transaction was executed in multiple trades at prices ranging from $267.81 to $268.76. 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. |
| 16 | Common | Common Stock | 2022-03-16 | S | D | 2,228 | $269.19 | 12,743,961 | D | — | — | (F15) The transaction was executed in multiple trades at prices ranging from $268.85 to $269.73. 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. |