Form 4 for MORN Morningstar, Inc.
Accepted 2022-06-08 00:00:00 ET · period of report 2022-06-06 · accession 0001062993-22-014486 · 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 | 2022-06-08 | 2022-06-06+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $245.32 | -13.8K | 12.47M | -0.1% | -$3.37M |
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 | 2022-06-06 | S | D | 1,970 | $244.97 | 12,468,738 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $244.60 to $245.59. 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. |
| 2 | Common | Common Stock | 2022-06-07 | S | D | 100 | $246.86 | 12,456,952 | D | — | — | |
| 3 | Common | Common Stock | 2022-06-07 | S | D | 1,926 | $246.50 | 12,457,052 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $245.82 to $246.76. 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 | 2022-06-07 | S | D | 3,356 | $245.17 | 12,458,978 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $244.76 to $245.75. 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 | 2022-06-07 | S | D | 1,955 | $244.15 | 12,462,334 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $243.65 to $244.63. 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 | 2022-06-07 | S | D | 1,397 | $243.04 | 12,464,289 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $242.52 to $243.51. 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. |
| 7 | Common | Common Stock | 2022-06-07 | S | D | 440 | $242.10 | 12,465,686 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $241.52 to $242.47. 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 | 2022-06-06 | S | D | 1,525 | $248.45 | 12,466,126 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $247.83 to $249.58. 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 | 2022-06-06 | S | D | 200 | $246.83 | 12,467,651 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $246.63 to $247.10. 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 | 2022-06-06 | S | D | 887 | $245.96 | 12,467,851 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $245.60 to $246.49. 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. |