Form 4 for MORN Morningstar, Inc.
Accepted 2022-08-19 00:00:00 ET · period of report 2022-08-17 · accession 0001062993-22-018519 · 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 | 2022-08-19 | 2022-08-17+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $256.09 | -4,504 | 12.36M | -0.0% | -$1.15M |
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 | 2022-08-17 | S | D | 40 | $257.68 | 12,361,929 | D | — | — | |
| 2 | Common | Common Stock | 2022-08-18 | S | D | 207 | $256.24 | 12,359,561 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $256.1100 to $256.3700. 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 | 2022-08-17 | S | D | 2,096 | $256.86 | 12,361,969 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $256.6800 to $257.5000. 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. |
| 4 | Common | Common Stock | 2022-08-18 | S | D | 2,161 | $255.29 | 12,359,768 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $255.0700 to $255.9500. 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. |