Form 4 for MORN Morningstar, Inc.
Accepted 2022-05-12 00:00:00 ET · period of report 2022-05-10 · accession 0001062993-22-012193 · 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 | 2022-05-12 | 2022-05-10+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $237.49 | -16.0K | 12.58M | -0.1% | -$3.80M |
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 | 2022-05-10 | S | D | 2,308 | $237.28 | 12,585,530 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $236.70 to $237.66. 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 | 2022-05-11 | S | D | 1 | $242.11 | 12,575,693 | D | — | — | |
| 3 | Common | Common Stock | 2022-05-10 | S | D | 1,815 | $233.60 | 12,589,869 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $233.42 to $234.33. 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 | 2022-05-10 | S | D | 1,389 | $234.87 | 12,588,480 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $234.42 to $235.41. 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. |
| 5 | Common | Common Stock | 2022-05-10 | S | D | 642 | $235.84 | 12,587,838 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $235.52 to $236.36. 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 | 2022-05-11 | S | D | 360 | $241.45 | 12,575,694 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $241.08 to $241.80. 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 | 2022-05-10 | S | D | 5,000 | $238.19 | 12,580,530 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $237.70 to $238.69. 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. |
| 8 | Common | Common Stock | 2022-05-10 | S | D | 1,231 | $239.04 | 12,579,299 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $238.71 to $239.47. 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 | 2022-05-11 | S | D | 1,085 | $238.00 | 12,578,214 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $237.59 to $238.57. 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 | 2022-05-11 | S | D | 1,140 | $239.21 | 12,577,074 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $238.77 to $239.705. 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. |
| 11 | Common | Common Stock | 2022-05-11 | S | D | 1,020 | $240.33 | 12,576,054 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $239.81 to $240.74. 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. |