Form 4 for MORN Morningstar, Inc.
Accepted 2022-06-02 00:00:00 ET · period of report 2022-05-31 · accession 0001062993-22-014084 · 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 | 2022-06-02 | 2022-05-31+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $259.10 | -2,192 | 12.48M | -0.0% | -$567.9K |
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 | 2022-06-01 | S | D | 140 | $257.63 | 12,481,952 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $257.44 to $257.71. 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 | 2022-05-31 | S | D | 120 | $261.84 | 12,482,662 | D | — | — | |
| 3 | Common | Common Stock | 2022-06-01 | S | D | 540 | $259.20 | 12,481,412 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $258.90 to $259.83. 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 | 2022-06-01 | S | D | 564 | $260.47 | 12,480,848 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $260.15 to $261.04. 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 | 2022-06-01 | S | D | 258 | $261.83 | 12,480,590 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $261.34 to $262.20. 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 | 2022-06-01 | S | D | 570 | $256.20 | 12,482,092 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $256.03 to $256.945. 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. |