Form 4 for MORN Morningstar, Inc.
Accepted 2022-09-02 00:00:00 ET · period of report 2022-08-31 · accession 0001062993-22-019107 · 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 | 2022-09-02 | 2022-08-31+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $228.85 | -15.5K | 12.32M | -0.1% | -$3.55M |
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 | 2022-08-31 | S | D | 5,523 | $228.96 | 12,322,106 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $228.4900 to $229.4700. 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 | 2022-08-31 | S | D | 340 | $232.21 | 12,319,418 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $232.2000 to $232.2200. 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 | 2022-08-31 | S | D | 290 | $230.73 | 12,319,758 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $230.6200 to $231.3050. 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 | 2022-09-01 | S | D | 2,873 | $228.30 | 12,313,638 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $227.9900 to $228.8950. 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 | 2022-09-01 | S | D | 320 | $230.24 | 12,312,138 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $230.0900 to $230.2900. 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 | 2022-09-01 | S | D | 1,180 | $229.48 | 12,312,458 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $229.0300 to $230.0100. 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 | 2022-09-01 | S | D | 2,907 | $227.45 | 12,316,511 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $226.9900 to $227.9600. 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 | 2022-08-31 | S | D | 2,058 | $229.89 | 12,320,048 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $229.5000 to $230.4400. 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. |