Form 4 for MORN Morningstar, Inc.
Accepted 2022-05-31 00:00:00 ET · period of report 2022-05-26 · accession 0001062993-22-013881 · 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 | 2022-05-31 | 2022-05-26+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $256.18 | -15.9K | 12.50M | -0.1% | -$4.07M |
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 | 2022-05-26 | S | D | 1,305 | $253.13 | 12,493,322 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $252.59 to $253.56. 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 | 2022-05-26 | S | D | 2,595 | $254.10 | 12,490,727 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $253.59 to $254.56. 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 | 2022-05-26 | S | D | 240 | $254.87 | 12,490,487 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $254.80 to $254.95. 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 | 2022-05-27 | S | D | 120 | $253.85 | 12,490,367 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $253.71 to $254.54. 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. |
| 5 | Common | Common Stock | 2022-05-27 | S | D | 150 | $257.29 | 12,490,217 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $257.29 to $257.30. 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 | 2022-05-27 | S | D | 818 | $259.07 | 12,489,399 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $258.42 to $259.41. 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 | 2022-05-27 | S | D | 2,995 | $260.00 | 12,486,404 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $259.58 to $260.51. 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 | 2022-05-27 | S | D | 726 | $261.11 | 12,485,678 | D | — | — | (F13) The transaction was executed in multiple trades at prices ranging from $260.63 to $261.62. 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 | 2022-05-27 | S | D | 2,756 | $262.21 | 12,482,922 | D | — | — | (F14) The transaction was executed in multiple trades at prices ranging from $261.63 to $262.61. 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. |
| 10 | Common | Common Stock | 2022-05-27 | S | D | 140 | $262.75 | 12,482,782 | D | — | — | (F15) The transaction was executed in multiple trades at prices ranging from $262.66 to $262.78. 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 | 2022-05-26 | S | D | 100 | $246.46 | 12,498,551 | D | — | — | |
| 12 | Common | Common Stock | 2022-05-26 | S | D | 823 | $248.82 | 12,497,728 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $248.26 to $249.25. 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. |
| 13 | Common | Common Stock | 2022-05-26 | S | D | 1,721 | $249.74 | 12,496,007 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $249.29 to $250.27. 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. |
| 14 | Common | Common Stock | 2022-05-26 | S | D | 474 | $251.93 | 12,494,627 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $251.48 to $252.41. 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. |
| 15 | Common | Common Stock | 2022-05-26 | S | D | 906 | $250.75 | 12,495,101 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $250.29 to $251.17. 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. |