Form 4 for MORN Morningstar, Inc.
Accepted 2022-06-06 00:00:00 ET · period of report 2022-06-02 · accession 0001062993-22-014374 · 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 | 2022-06-06 | 2022-06-02 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $251.67 | -9,882 | 12.48M | -0.1% | -$2.49M |
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 | 2022-06-02 | S | D | 60 | $246.18 | 12,480,170 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $246.17 to $246.19. 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 | 2022-06-02 | S | D | 4,195 | $253.13 | 12,470,708 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $252.65 to $253.53. 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 | 2022-06-02 | S | D | 2,414 | $252.21 | 12,474,903 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $251.65 to $252.61. 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. |
| 4 | Common | Common Stock | 2022-06-02 | S | D | 1,303 | $251.09 | 12,477,317 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $250.60 to $251.59. 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 | 2022-06-02 | S | D | 520 | $250.34 | 12,478,620 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $249.57 to $250.52. 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 | 2022-06-02 | S | D | 630 | $248.87 | 12,479,140 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $248.54 to $249.39. 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 | 2022-06-02 | S | D | 400 | $247.75 | 12,479,770 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $247.42 to $247.80. 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. |
| 8 | Common | Common Stock | 2022-06-02 | S | D | 360 | $245.15 | 12,480,230 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $244.92 to $245.54. 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. |