Form 4 for MORN Morningstar, Inc.
Accepted 2022-03-21 00:00:00 ET · period of report 2022-03-17 · accession 0001062993-22-008210 · 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 | 2022-03-21 | 2022-03-17+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $277.02 | -25.7K | 12.72M | -0.2% | -$7.13M |
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 | 2022-03-17 | S | D | 1,738 | $268.92 | 12,741,261 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $268.51 to $269.435. 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 | 2022-03-17 | S | D | 1,374 | $270.01 | 12,739,887 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $269.525 to $270.39 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 | 2022-03-17 | S | D | 832 | $270.87 | 12,739,055 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $270.62 to $271.07 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 | 2022-03-17 | S | D | 296 | $272.56 | 12,738,759 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $272.135 to $273.06. 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 | 2022-03-17 | S | D | 1,709 | $273.72 | 12,737,050 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $273.22 to $274.06. 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 | 2022-03-17 | S | D | 3,114 | $274.96 | 12,733,936 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $274.35 to $275.34. 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 | 2022-03-17 | S | D | 2,643 | $275.61 | 12,731,293 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $275.37 to $275.94. 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 | 2022-03-18 | S | D | 150 | $274.97 | 12,731,143 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $274.84 to $275.13. 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 | 2022-03-18 | S | D | 1,170 | $277.03 | 12,729,973 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $276.55 to $277.51. 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 | 2022-03-18 | S | D | 2,290 | $278.08 | 12,727,683 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $277.59 to $278.57. 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. |
| 11 | Common | Common Stock | 2022-03-18 | S | D | 2,016 | $279.11 | 12,725,667 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $278.61 to $279.57. 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 | 2022-03-18 | S | D | 1,801 | $280.10 | 12,723,866 | D | — | — | (F13) The transaction was executed in multiple trades at prices ranging from $279.65 to $280.51. 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 | 2022-03-18 | S | D | 902 | $281.06 | 12,722,964 | D | — | — | (F14) The transaction was executed in multiple trades at prices ranging from $280.68 to $281.60. 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 | 2022-03-18 | S | D | 5,256 | $282.30 | 12,717,708 | D | — | — | (F15) The transaction was executed in multiple trades at prices ranging from $281.77 to $282.75. 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 | 2022-03-18 | S | D | 440 | $282.85 | 12,717,268 | D | — | — | (F16) The transaction was executed in multiple trades at prices ranging from $282.77 to $282.97. 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. |