Form 4 for MORN Morningstar, Inc.
Accepted 2022-03-23 00:00:00 ET · period of report 2022-03-21 · accession 0001062993-22-008430 · 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 | 2022-03-23 | 2022-03-21+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $282.00 | -12.8K | 12.71M | -0.1% | -$3.62M |
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 | 2022-03-21 | S | D | 1,218 | $282.23 | 12,713,762 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $282.565 to $283.50. 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. |
| 2 | Common | Common Stock | 2022-03-22 | S | D | 1,050 | $283.59 | 12,705,229 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $283.27 to $284.12. 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. |
| 3 | Common | Common Stock | 2022-03-22 | S | D | 304 | $285.78 | 12,704,425 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $285.60 to $286.01. 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 | 2022-03-21 | S | D | 2,288 | $281.83 | 12,714,980 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $281.53 to $282.43. 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 | 2022-03-22 | S | D | 500 | $284.98 | 12,704,729 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $284.47 to $285.39. 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. |
| 6 | Common | Common Stock | 2022-03-22 | S | D | 2,750 | $280.42 | 12,711,012 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $280.01 to $280.99. 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. |
| 7 | Common | Common Stock | 2022-03-22 | S | D | 2,361 | $281.57 | 12,708,651 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $281.03 to $282.00. 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. |
| 8 | Common | Common Stock | 2022-03-22 | S | D | 2,372 | $282.49 | 12,706,279 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $282.07 to $283.05. 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. |