Form 4 for MORN Morningstar, Inc.
Accepted 2022-08-29 00:00:00 ET · period of report 2022-08-25 · accession 0001062993-22-018833 · 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 | 2022-08-29 | 2022-08-25+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $236.69 | -11.4K | 12.35M | -0.1% | -$2.71M |
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 | 2022-08-26 | S | D | 615 | $240.09 | 12,339,463 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $240.0000 to $240.4200. 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 | 2022-08-26 | S | D | 265 | $238.94 | 12,340,078 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $238.7100 to $239.3000. 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 | 2022-08-26 | S | D | 260 | $237.64 | 12,340,343 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $237.5300 to $238.3600. 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 | 2022-08-25 | S | D | 422 | $238.57 | 12,340,603 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $238.4650 to $238.7000. 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 | 2022-08-25 | S | D | 1,800 | $237.78 | 12,341,025 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $237.4600 to $238.3800. 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 | 2022-08-25 | S | D | 3,078 | $236.88 | 12,342,825 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $236.4500 to $237.4300. 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 | 2022-08-25 | S | D | 2,478 | $235.05 | 12,348,418 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $234.4100 to $235.3900. 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 | 2022-08-25 | S | D | 2,515 | $235.83 | 12,345,903 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $235.4200 to $236.3900. 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. |