Form 4 for MORN Morningstar, Inc.
Accepted 2022-03-29 00:00:00 ET · period of report 2022-03-25 · accession 0001062993-22-008806 · 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 | 2022-03-29 | 2022-03-25+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $269.98 | -19.0K | 12.69M | -0.1% | -$5.14M |
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 | 2022-03-25 | S | D | 2,304 | $268.89 | 12,682,970 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $268.66 to $269.43. 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. |
| 2 | Common | Common Stock | 2022-03-28 | S | D | 100 | $274.19 | 12,673,970 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $274.19 to $274.20. 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. |
| 3 | Common | Common Stock | 2022-03-28 | S | D | 2,510 | $273.52 | 12,674,070 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $273.15 to $274.14. 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 | 2022-03-28 | S | D | 2,758 | $272.64 | 12,676,580 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $272.15 to $273.14. 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. |
| 5 | Common | Common Stock | 2022-03-28 | S | D | 779 | $271.57 | 12,679,338 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $271.13 to $271.91. 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 | 2022-03-28 | S | D | 1,233 | $270.46 | 12,680,117 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $270.09 to $271.05. 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. |
| 7 | Common | Common Stock | 2022-03-28 | S | D | 1,017 | $269.83 | 12,681,350 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $269.05 to $270.01. 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. |
| 8 | Common | Common Stock | 2022-03-28 | S | D | 579 | $268.42 | 12,682,367 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $268.05 to $269.03. 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 | 2022-03-25 | S | D | 24 | $269.70 | 12,682,946 | D | — | — | |
| 10 | Common | Common Stock | 2022-03-25 | S | D | 7,722 | $268.04 | 12,685,274 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $267.66 to $268.65. 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. |