Form 4 for MORN Morningstar, Inc.
Accepted 2022-05-18 00:00:00 ET · period of report 2022-05-16 · accession 0001062993-22-012866 · 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 | 2022-05-18 | 2022-05-16+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $242.21 | -12.2K | 12.55M | -0.1% | -$2.96M |
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 | 2022-05-17 | S | D | 3 | $244.86 | 12,541,630 | D | — | — | |
| 2 | Common | Common Stock | 2022-05-17 | S | D | 900 | $244.06 | 12,541,633 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $243.83 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. |
| 3 | Common | Common Stock | 2022-05-17 | S | D | 3,062 | $243.04 | 12,542,533 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $242.83 to $243.33. 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 | 2022-05-17 | S | D | 3,581 | $242.27 | 12,545,595 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $241.82 to $242.80. 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. |
| 5 | Common | Common Stock | 2022-05-17 | S | D | 2,757 | $241.38 | 12,549,176 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $240.79 to $241.74. 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. |
| 6 | Common | Common Stock | 2022-05-17 | S | D | 1,115 | $240.35 | 12,551,933 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $239.65 to $240.52. 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. |
| 7 | Common | Common Stock | 2022-05-16 | S | D | 800 | $242.19 | 12,553,048 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $241.95 to $242.69. 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. |