Form 4 for MORN Morningstar, Inc.
Accepted 2022-08-25 00:00:00 ET · period of report 2022-08-23 · accession 0001062993-22-018756 · 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 | 2022-08-25 | 2022-08-23+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $235.62 | -8,665 | 12.36M | -0.1% | -$2.04M |
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 | 2022-08-24 | S | D | 7,424 | $235.45 | 12,351,957 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $234.9900 to $235.9800. 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 | 2022-08-24 | S | D | 1,061 | $236.20 | 12,350,896 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $235.9900 to $236.6900. 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 | 2022-08-23 | S | D | 180 | $239.04 | 12,359,381 | D | — | — |