Form 4 for MORN Morningstar, Inc.
Accepted 2022-08-05 00:00:00 ET · period of report 2022-08-03 · accession 0001062993-22-017374 · 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 | 2022-08-05 | 2022-08-03+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $246.66 | -22.4K | 12.41M | -0.2% | -$5.53M |
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 | 2022-08-03 | S | D | 1,087 | $242.95 | 12,421,433 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $242.3500 to $243.3200. 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 | 2022-08-04 | S | D | 183 | $251.06 | 12,400,680 | D | — | — | (F14) The transaction was executed in multiple trades at prices ranging from $251.0000 to $251.2250. 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 | 2022-08-04 | S | D | 1,045 | $250.27 | 12,400,863 | D | — | — | (F13) The transaction was executed in multiple trades at prices ranging from $249.9600 to $250.5700. 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 | 2022-08-04 | S | D | 3,332 | $249.35 | 12,401,908 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $248.9400 to $249.8400. 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 | 2022-08-04 | S | D | 2,384 | $248.54 | 12,405,240 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $247.9300 to $248.9200. 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 | 2022-08-04 | S | D | 258 | $246.87 | 12,407,624 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $246.7800 to $247.7600. 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 | 2022-08-04 | S | D | 698 | $246.19 | 12,407,882 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $245.5500 to $246.5400. 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 | 2022-08-03 | S | D | 5,089 | $247.08 | 12,408,580 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $246.5500 to $247.5400. 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 | 2022-08-03 | S | D | 320 | $240.13 | 12,422,760 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $240.0100 to $240.8800. 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 | 2022-08-03 | S | D | 240 | $241.57 | 12,422,520 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $241.2600 to $242.0400. 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 | 2022-08-03 | S | D | 2,175 | $243.94 | 12,419,258 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $243.4600 to $244.4500. 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 | 2022-08-03 | S | D | 3,249 | $245.08 | 12,416,009 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $244.4600 to $245.4400. 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 | 2022-08-03 | S | D | 2,340 | $246.02 | 12,413,669 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $245.5450 to $246.5400. 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. |