Form 4 for MORN Morningstar, Inc.
Accepted 2022-08-17 00:00:00 ET · period of report 2022-08-15 · accession 0001062993-22-018297 · 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 | 2022-08-17 | 2022-08-15+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $258.83 | -7,976 | 12.37M | -0.1% | -$2.06M |
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 | 2022-08-15 | S | D | 2,006 | $260.40 | 12,364,410 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $259.9300 to $260.9000. 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 | 2022-08-15 | S | D | 84 | $261.04 | 12,364,326 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $260.9900 to $261.0800. 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 | 2022-08-16 | S | D | 261 | $259.02 | 12,364,065 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $259.0000 to $259.2000. 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 | 2022-08-15 | S | D | 1,744 | $258.28 | 12,368,005 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $257.8100 to $258.6700. 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 | 2022-08-15 | S | D | 1,589 | $259.42 | 12,366,416 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $258.8700 to $259.8400. 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. |
| 6 | Common | Common Stock | 2022-08-15 | S | D | 2,292 | $257.37 | 12,369,749 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $256.8100 to $257.8000. 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. |