Form 4 for MORN Morningstar, Inc.
Accepted 2022-03-25 00:00:00 ET · period of report 2022-03-24 · accession 0001062993-22-008599 · 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 | 2022-03-25 | 2022-03-24 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $268.72 | -11.4K | 12.69M | -0.1% | -$3.07M |
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 | 2022-03-24 | S | D | 4,934 | $268.32 | 12,699,491 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $267.57 to $268.56. 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. |
| 2 | Common | Common Stock | 2022-03-24 | S | D | 6,111 | $268.96 | 12,693,380 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $268.57 to $269.50. 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. |
| 3 | Common | Common Stock | 2022-03-24 | S | D | 361 | $269.82 | 12,693,019 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $269.73 to $270.14. 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 | 2022-03-24 | S | D | 23 | $271.33 | 12,692,996 | D | — | — |