Form 4 for MORN Morningstar, Inc.
Accepted 2022-05-04 00:00:00 ET · period of report 2022-05-02 · accession 0001062993-22-011504 · 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 | 2022-05-04 | 2022-05-02+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $254.00 | -22.4K | 12.61M | -0.2% | -$5.69M |
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 | 2022-05-03 | S | D | 395 | $252.11 | 12,613,496 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $251.81 to $252.67. 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 | 2022-05-02 | S | D | 1,305 | $253.89 | 12,613,891 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $253.40 to $254.38. 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 | 2022-05-03 | S | D | 4,928 | $254.29 | 12,606,016 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $253.92 to $254.91. 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. |
| 4 | Common | Common Stock | 2022-05-03 | S | D | 840 | $257.78 | 12,600,791 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $257.13 to $257.985. 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 | 2022-05-02 | S | D | 8,004 | $252.51 | 12,615,196 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $252.23 to $253.19. 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 | 2022-05-03 | S | D | 1,220 | $255.48 | 12,604,796 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $254.98 to $255.90. 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 | 2022-05-03 | S | D | 3,165 | $256.47 | 12,601,631 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $256.08 to $256.95. 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 | 2022-05-03 | S | D | 2,552 | $253.44 | 12,610,944 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $252.88 to $253.86. 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. |