Form 4 for MORN Morningstar, Inc.
Accepted 2022-04-05 00:00:00 ET · period of report 2022-04-04 · accession 0001062993-22-009648 · 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 | 2022-04-05 | 2022-04-04 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $273.34 | -15.1K | 12.62M | -0.1% | -$4.12M |
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 | 2022-04-04 | S | D | 281 | $269.74 | 12,637,996 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $269.63 to $270.59. 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 | 2022-04-04 | S | D | 400 | $271.10 | 12,637,596 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $270.67 to $271.48. 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 | 2022-04-04 | S | D | 5,016 | $272.81 | 12,632,580 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $272.10 to $273.09. 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 | 2022-04-04 | S | D | 6,674 | $273.47 | 12,625,906 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $273.10 to $274.07. 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. |
| 5 | Common | Common Stock | 2022-04-04 | S | D | 2,295 | $274.62 | 12,623,611 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $274.15 to $275.14. 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. |
| 6 | Common | Common Stock | 2022-04-04 | S | D | 411 | $275.31 | 12,623,200 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $275.15 to $275.52. 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. |