Form 4 for MORN Morningstar, Inc.

Accepted 2022-09-06 00:00:00 ET · period of report 2022-09-02 · accession 0001062993-22-019185 · 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	2022-09-06	2022-09-02	MORN	Mansueto Joseph D	Executive COB, Dir, 10%	S - Sale	$230.70	-2,213	12.31M	-0.0%	-$510.5K

Purchase Sale Sale after option exercise All abbreviations

#	Table	Security	Date	Code	A/D	Shares	Price	Owned after	Own	Exercise / expiry	Underlying	Footnotes
1	Common	Common Stock	2022-09-02	S	D	725	$229.85	12,311,413	D	—	—	(F2) The transaction was executed in multiple trades at prices ranging from $229.3700 to $230.3600. 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.
2	Common	Common Stock	2022-09-02	S	D	1,293	$231.03	12,310,120	D	—	—	(F3) The transaction was executed in multiple trades at prices ranging from $230.3900 to $231.3850. 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	2022-09-02	S	D	195	$231.66	12,309,925	D	—	—	(F4) The transaction was executed in multiple trades at prices ranging from $231.4000 to $232.1000. 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.