Form 4 for MORN Morningstar, Inc.
Accepted 2022-06-10 00:00:00 ET · period of report 2022-06-08 · accession 0001062993-22-014643 · 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 | 2022-06-10 | 2022-06-08+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $242.33 | -4,707 | 12.46M | -0.0% | -$1.14M |
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 | 2022-06-09 | S | D | 100 | $244.14 | 12,452,245 | D | — | — | |
| 2 | Common | Common Stock | 2022-06-08 | S | D | 126 | $245.83 | 12,456,826 | D | — | — | |
| 3 | Common | Common Stock | 2022-06-09 | S | D | 2,901 | $242.27 | 12,452,765 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $241.99 to $242.98. 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 | 2022-06-09 | S | D | 420 | $243.13 | 12,452,345 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $243.03 to $243.90. 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 | 2022-06-09 | S | D | 1,160 | $241.65 | 12,455,666 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $240.98 to $241.96. 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. |