Form 4 for MORN Morningstar, Inc.
Accepted 2022-05-20 00:00:00 ET · period of report 2022-05-19 · accession 0001062993-22-013082 · 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 | 2022-05-20 | 2022-05-19 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $236.18 | -11.8K | 12.54M | -0.1% | -$2.80M |
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 | 2022-05-19 | S | D | 2,366 | $237.89 | 12,530,204 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $237.55 to $238.41. 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. |
| 2 | Common | Common Stock | 2022-05-19 | S | D | 420 | $238.63 | 12,529,784 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $238.57 to $238.745. 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 | 2022-05-19 | S | D | 540 | $234.77 | 12,538,790 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $234.45 to $235.11. 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 | 2022-05-19 | S | D | 920 | $236.01 | 12,537,870 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $235.45 to $236.43. 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 | 2022-05-19 | S | D | 540 | $232.42 | 12,540,510 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $232.05 to $232.84. 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 | 2022-05-19 | S | D | 580 | $230.31 | 12,541,050 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $230.24 to $230.88. 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. |
| 7 | Common | Common Stock | 2022-05-19 | S | D | 5,300 | $237.05 | 12,532,570 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $236.54 to $237.51. 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 | 2022-05-19 | S | D | 1,180 | $233.39 | 12,539,330 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $233.12 to $233.76. 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. |