Form 4 for MORN Morningstar, Inc.
Accepted 2022-06-16 00:00:00 ET · period of report 2022-06-14 · accession 0001062993-22-014938 · 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 | 2022-06-16 | 2022-06-14+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $230.13 | -29.0K | 12.44M | -0.2% | -$6.67M |
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 | 2022-06-15 | S | D | 560 | $229.99 | 12,437,185 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $229.66 to $230.50. 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 | 2022-06-15 | S | D | 230 | $237.47 | 12,423,245 | D | — | — | (F17) The transaction was executed in multiple trades at prices ranging from $237.34 to $237.68. 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 | 2022-06-15 | S | D | 914 | $236.79 | 12,423,475 | D | — | — | (F16) The transaction was executed in multiple trades at prices ranging from $236.29 to $237.28. 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 | 2022-06-15 | S | D | 684 | $235.27 | 12,424,389 | D | — | — | (F15) The transaction was executed in multiple trades at prices ranging from $234.85 to $235.73. 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 | 2022-06-15 | S | D | 3,823 | $234.25 | 12,425,073 | D | — | — | (F14) The transaction was executed in multiple trades at prices ranging from $233.83 to $234.825. 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 | 2022-06-15 | S | D | 5,982 | $233.40 | 12,428,896 | D | — | — | (F13) The transaction was executed in multiple trades at prices ranging from $232.83 to $233.82. 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 | 2022-06-15 | S | D | 1,787 | $232.33 | 12,434,878 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $231.81 to $232.72. 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 | 2022-06-14 | S | D | 2,634 | $223.49 | 12,449,611 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $222.97 to $223.83. 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. |
| 9 | Common | Common Stock | 2022-06-14 | S | D | 2,106 | $224.50 | 12,447,505 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $223.97 to $224.93. 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 | 2022-06-14 | S | D | 1,373 | $225.29 | 12,446,132 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $224.97 to $225.80. 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. |
| 11 | Common | Common Stock | 2022-06-14 | S | D | 916 | $226.94 | 12,445,216 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $226.30 to $227.28. 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. |
| 12 | Common | Common Stock | 2022-06-14 | S | D | 3,332 | $227.89 | 12,441,884 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $227.31 to $228.29. 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 | 2022-06-14 | S | D | 3,189 | $228.74 | 12,438,695 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $228.31 to $229.30. 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. |
| 14 | Common | Common Stock | 2022-06-14 | S | D | 910 | $229.72 | 12,437,785 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $229.35 to $230.29. 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 | 2022-06-14 | S | D | 40 | $230.85 | 12,437,745 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $230.75 to $230.88. 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. |
| 16 | Common | Common Stock | 2022-06-15 | S | D | 520 | $231.26 | 12,436,665 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $230.70 to $231.545. 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. |