Form 4 for MORN Morningstar, Inc.
Accepted 2022-05-06 00:00:00 ET · period of report 2022-05-04 · accession 0001062993-22-011821 · 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 | 2022-05-06 | 2022-05-04 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $258.11 | -9,007 | 12.60M | -0.1% | -$2.32M |
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 | 2022-05-04 | S | D | 100 | $259.62 | 12,596,167 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $259.22 to $260.17. 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 | 2022-05-04 | S | D | 1,036 | $260.91 | 12,595,131 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $260.25 to $261.24. 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 | 2022-05-04 | S | D | 3,347 | $261.67 | 12,591,784 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $261.27 to $261.99. 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 | 2022-05-04 | S | D | 2,635 | $253.66 | 12,598,156 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $253.29 to $254.27. 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 | 2022-05-04 | S | D | 868 | $254.47 | 12,597,288 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $254.31 to $254.88. 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 | 2022-05-04 | S | D | 120 | $257.64 | 12,597,168 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $257.01 to $258.00. 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 | 2022-05-04 | S | D | 901 | $258.12 | 12,596,267 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $258.05 to $258.69. 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. |