Form 4 for MORN Morningstar, Inc.
Accepted 2022-08-09 00:00:00 ET · period of report 2022-08-05 · accession 0001062993-22-017574 · 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 | 2022-08-09 | 2022-08-05+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $249.97 | -11.3K | 12.39M | -0.1% | -$2.83M |
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 | 2022-08-08 | S | D | 2,356 | $250.57 | 12,390,761 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $250.1800 to $251.1600. 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 | 2022-08-05 | S | D | 190 | $249.81 | 12,397,357 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $249.7900 to $250.3500. 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 | 2022-08-08 | S | D | 266 | $252.73 | 12,389,342 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $252.5100 to $252.8600. 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 | 2022-08-05 | S | D | 3,133 | $248.90 | 12,397,547 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $248.7100 to $249.5550. 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 | 2022-08-08 | S | D | 4,120 | $249.74 | 12,393,117 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $249.1800 to $250.1650. 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 | 2022-08-08 | S | D | 120 | $248.00 | 12,397,237 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $248.0000 to $248.0100. 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 | 2022-08-08 | S | D | 1,153 | $252.05 | 12,389,608 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $251.5100 to $252.5000. 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. |