Form 4 for MORN Morningstar, Inc.
Accepted 2022-08-31 00:00:00 ET · period of report 2022-08-29 · accession 0001062993-22-018925 · 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 | 2022-08-31 | 2022-08-29+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $230.99 | -11.8K | 12.33M | -0.1% | -$2.73M |
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 | 2022-08-29 | S | D | 3,438 | $231.20 | 12,336,025 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $230.6600 to $231.6550. 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 | 2022-08-30 | S | D | 4,440 | $229.90 | 12,327,869 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $229.7000 to $230.5400. 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 | 2022-08-29 | S | D | 340 | $232.76 | 12,332,309 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $232.6700 to $232.7800. 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 | 2022-08-29 | S | D | 3,376 | $232.02 | 12,332,649 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $231.6700 to $232.6000. 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 | 2022-08-30 | S | D | 240 | $230.93 | 12,327,629 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $230.8000 to $231.0400. 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. |