InsiderTrades

Form 4 for MORN Morningstar, Inc.

Accepted 2022-08-10 00:00:00 ET · period of report 2022-08-08 · accession 0001062993-22-017614 · 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 2022-08-10 2022-08-08 MORN Lyons William M Dir S - Sale $249.92 -2,500 16.5K -13% -$624.8K

Purchase Sale Sale after option exercise All abbreviations

Every reported transaction

#TableSecurityDateCodeA/DSharesPriceOwned afterOwnExercise / expiryUnderlyingFootnotes
1 Common Common Stock 2022-08-08 S D 618 $250.48 15,833 D — — (F2) The transaction was executed in multiple trades at prices ranging from $250.2700 to $250.6360. 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 2022-08-08 S D 1,882 $249.74 16,451 D — — (F1) The transaction was executed in multiple trades at prices ranging from $249.2500 to $250.2290. 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.