Form 4 for MORN Morningstar, Inc.
Accepted 2022-05-26 00:00:00 ET · period of report 2022-05-25 · accession 0001062993-22-013548 · 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 | 2022-05-26 | 2022-05-25 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $245.62 | -10.4K | 12.50M | -0.1% | -$2.55M |
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 | 2022-05-25 | S | D | 376 | $242.49 | 12,508,312 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $242.18 to $242.79. 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 | 2022-05-25 | S | D | 2,329 | $247.31 | 12,499,573 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $246.75 to $247.74. 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. |
| 3 | Common | Common Stock | 2022-05-25 | S | D | 1,213 | $246.21 | 12,501,902 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $245.73 to $246.68. 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 | 2022-05-25 | S | D | 340 | $240.60 | 12,508,688 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $240.56 to $240.80. 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 | 2022-05-25 | S | D | 922 | $248.07 | 12,498,651 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $247.85 to $248.685. 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 | 2022-05-25 | S | D | 1,813 | $244.34 | 12,506,499 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $243.73 to $244.725. 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 | 2022-05-25 | S | D | 3,384 | $245.12 | 12,503,115 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $244.73 to $245.66. 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. |