Form 4 for MORN Morningstar, Inc.
Accepted 2022-08-15 00:00:00 ET · period of report 2022-08-11 · accession 0001062993-22-017942 · 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 | 2022-08-15 | 2022-08-11+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $256.35 | -6,772 | 12.38M | -0.1% | -$1.74M |
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 | 2022-08-12 | S | D | 1,098 | $257.54 | 12,372,041 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $257.3300 to $257.9200. 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. |
| 2 | Common | Common Stock | 2022-08-12 | S | D | 1,593 | $256.89 | 12,373,139 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $256.3200 to $257.3100. 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 | 2022-08-12 | S | D | 2,178 | $255.62 | 12,374,732 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $255.1900 to $256.1300. 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. |
| 4 | Common | Common Stock | 2022-08-12 | S | D | 240 | $252.66 | 12,377,578 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $252.5200 to $253.1500. 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 | 2022-08-11 | S | D | 100 | $259.89 | 12,377,818 | D | — | — | |
| 6 | Common | Common Stock | 2022-08-11 | S | D | 324 | $258.23 | 12,377,918 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $257.7300 to $258.5800. 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 | 2022-08-11 | S | D | 571 | $257.14 | 12,378,242 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $256.7000 to $257.6500. 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 | 2022-08-12 | S | D | 668 | $254.70 | 12,376,910 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $254.1800 to $255.1650. 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. |