Form 4 for MORN Morningstar, Inc.
Accepted 2022-03-31 00:00:00 ET · period of report 2022-03-29 · accession 0001062993-22-009123 · 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 | 2022-03-31 | 2022-03-29+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $279.85 | -29.8K | 12.65M | -0.2% | -$8.34M |
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 | 2022-03-29 | S | D | 4,687 | $279.89 | 12,662,030 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $279.425 to $280.42. 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 | 2022-03-30 | S | D | 2,649 | $281.11 | 12,645,385 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $280.88 to $281.87. 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 | 2022-03-29 | S | D | 400 | $277.04 | 12,673,570 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $276.42 to $277.35. 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 | 2022-03-29 | S | D | 2,199 | $277.85 | 12,671,371 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $277.42 to $278.395. 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 | 2022-03-29 | S | D | 4,654 | $279.03 | 12,666,717 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $278.425 to $279.41. 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 | 2022-03-30 | S | D | 1,201 | $282.24 | 12,644,184 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $281.91 to $282.64. 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. |
| 7 | Common | Common Stock | 2022-03-29 | S | D | 4,132 | $280.83 | 12,657,898 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $280.43 to $281.40. 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 | 2022-03-29 | S | D | 100 | $281.51 | 12,657,798 | D | — | — | |
| 9 | Common | Common Stock | 2022-03-30 | S | D | 5,598 | $279.12 | 12,652,200 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $278.88 to $279.86. 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 | 2022-03-30 | S | D | 4,166 | $280.50 | 12,648,034 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $279.88 to $280.865. 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. |