Form 4 for MORN Morningstar, Inc.
Accepted 2022-06-21 00:00:00 ET · period of report 2022-06-17 · accession 0001062993-22-015257 · 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 | 2022-06-21 | 2022-06-17 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $228.07 | -45 | 12.42M | -0.0% | -$10.3K |
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 | 2022-06-17 | S | D | 5 | $225.69 | 12,423,238 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $225.6250 to $225.7300. 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 | 2022-06-17 | S | D | 16 | $228.05 | 12,423,222 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $227.4750 to $228.4650. 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 | 2022-06-17 | S | D | 2 | $229.71 | 12,423,200 | D | — | — | |
| 4 | Common | Common Stock | 2022-06-17 | S | D | 20 | $228.88 | 12,423,202 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $228.5100 to $229.1200. 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 | 2022-06-17 | S | D | 2 | $224.45 | 12,423,243 | D | — | — |