Form 4 for MORN Morningstar, Inc.
Accepted 2022-05-16 00:00:00 ET · period of report 2022-05-12 · accession 0001062993-22-012614 · 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 | 2022-05-16 | 2022-05-12+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $237.98 | -21.8K | 12.57M | -0.2% | -$5.20M |
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 | 2022-05-12 | S | D | 692 | $235.28 | 12,568,548 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $234.99 to $235.50. 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 | 2022-05-12 | S | D | 200 | $236.08 | 12,568,348 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $236.07 to $236.08. 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 | 2022-05-13 | S | D | 220 | $236.14 | 12,568,128 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $235.56 to $236.20. 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 | 2022-05-13 | S | D | 54 | $246.54 | 12,553,848 | D | — | — | (F15) The transaction was executed in multiple trades at prices ranging from $246.21 to $246.69. 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. |
| 5 | Common | Common Stock | 2022-05-13 | S | D | 1,315 | $239.10 | 12,566,573 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $238.44 to $239.40. 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. |
| 6 | Common | Common Stock | 2022-05-13 | S | D | 10,536 | $239.93 | 12,556,037 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $239.45 to $240.41. 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. |
| 7 | Common | Common Stock | 2022-05-13 | S | D | 729 | $240.71 | 12,555,308 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $240.475 to $241.075. 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 | 2022-05-13 | S | D | 616 | $242.24 | 12,554,692 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $241.64 to $242.61. 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 | 2022-05-13 | S | D | 408 | $243.06 | 12,554,284 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $242.68 to $243.66. 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. |
| 10 | Common | Common Stock | 2022-05-13 | S | D | 142 | $244.03 | 12,554,142 | D | — | — | (F13) The transaction was executed in multiple trades at prices ranging from $243.68 to $244.54. 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 | 2022-05-13 | S | D | 240 | $245.38 | 12,553,902 | D | — | — | (F14) The transaction was executed in multiple trades at prices ranging from $245.03 to $245.72. 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. |
| 12 | Common | Common Stock | 2022-05-12 | S | D | 1,665 | $234.34 | 12,569,240 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $233.95 to $234.74. 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. |
| 13 | Common | Common Stock | 2022-05-12 | S | D | 4,788 | $233.19 | 12,570,905 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $232.94 to $233.86. 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. |
| 14 | Common | Common Stock | 2022-05-13 | S | D | 240 | $237.24 | 12,567,888 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $237.19 to $237.46. 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. |