Form 4 for MORN Morningstar, Inc.
Accepted 2022-05-24 00:00:00 ET · period of report 2022-05-20 · accession 0001062993-22-013333 · 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 | 2022-05-24 | 2022-05-20+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $243.80 | -20.8K | 12.51M | -0.2% | -$5.06M |
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 | 2022-05-23 | S | D | 888 | $244.83 | 12,518,294 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $244.27 to $245.18. 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 | 2022-05-20 | S | D | 1,516 | $243.71 | 12,519,655 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $243.35 to $244.32. 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 | 2022-05-20 | S | D | 864 | $242.86 | 12,521,171 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $242.32 to $243.25. 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 | 2022-05-20 | S | D | 1,320 | $241.58 | 12,522,035 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $241.22 to $242.18. 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 | 2022-05-20 | S | D | 2,649 | $240.72 | 12,523,355 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $240.22 to $241.14. 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 | 2022-05-20 | S | D | 2,214 | $239.58 | 12,526,004 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $239.20 to $240.15. 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 | 2022-05-20 | S | D | 1,176 | $238.75 | 12,528,218 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $238.18 to $239.13. 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 | 2022-05-20 | S | D | 390 | $237.83 | 12,529,394 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $237.11 to $238.01. 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 | 2022-05-23 | S | D | 473 | $243.63 | 12,519,182 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $243.26 to $244.095. 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 | 2022-05-23 | S | D | 1,882 | $245.84 | 12,516,412 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $245.28 to $246.26. 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 | 2022-05-23 | S | D | 4,763 | $246.91 | 12,511,649 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $246.28 to $247.275. 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 | 2022-05-23 | S | D | 2,621 | $247.70 | 12,509,028 | D | — | — | (F13) The transaction was executed in multiple trades at prices ranging from $247.28 to $248.27. 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. |