Form 4 for MORN Morningstar, Inc.
Accepted 2022-08-11 00:00:00 ET · period of report 2022-08-10 · accession 0001062993-22-017717 · 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 | 2022-08-11 | 2022-08-10 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $255.32 | -10.5K | 12.38M | -0.1% | -$2.69M |
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 | 2022-08-10 | S | D | 137 | $249.87 | 12,389,070 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $249.3350 to $249.9100. 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 | 2022-08-10 | S | D | 135 | $247.19 | 12,389,207 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $246.8800 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. |
| 3 | Common | Common Stock | 2022-08-10 | S | D | 3,137 | $257.14 | 12,378,858 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $256.5900 to $257.5700. 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 | 2022-08-10 | S | D | 240 | $251.91 | 12,388,542 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $251.6500 to $252.1700. 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 | 2022-08-10 | S | D | 2,167 | $254.21 | 12,386,375 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $253.5400 to $254.4950. 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 | 2022-08-10 | S | D | 2,428 | $255.10 | 12,383,947 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $254.5800 to $255.5200. 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 | 2022-08-10 | S | D | 1,952 | $255.86 | 12,381,995 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $255.5900 to $256.4750. 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 | 2022-08-10 | S | D | 288 | $251.01 | 12,388,782 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $250.4800 to $251.1300. 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 | 2022-08-10 | S | D | 45 | $257.65 | 12,378,813 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $257.5900 to $257.6750. 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. |