Form 4 for MORN Morningstar, Inc.
Accepted 2022-09-08 00:00:00 ET · period of report 2022-09-06 · accession 0001062993-22-019350 · 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 | 2022-09-08 | 2022-09-06+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $231.59 | -17.2K | 12.29M | -0.1% | -$3.99M |
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 | 2022-09-06 | S | D | 1,007 | $225.69 | 12,308,918 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $225.1100 to $226.1000. 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. |
| 2 | Common | Common Stock | 2022-09-06 | S | D | 408 | $226.57 | 12,308,510 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $226.1200 to $226.7400. 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 | 2022-09-07 | S | D | 1,950 | $237.20 | 12,292,684 | D | — | — | (F15) The transaction was executed in multiple trades at prices ranging from $236.9100 to $237.7600. 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 | 2022-09-06 | S | D | 339 | $227.80 | 12,308,171 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $227.2900 to $228.2200. 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. |
| 5 | Common | Common Stock | 2022-09-06 | S | D | 3,451 | $228.91 | 12,304,720 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $228.3100 to $229.3000. 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. |
| 6 | Common | Common Stock | 2022-09-06 | S | D | 3,742 | $229.72 | 12,300,978 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $229.3300 to $230.3150. 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 | 2022-09-06 | S | D | 241 | $230.41 | 12,300,737 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $230.3500 to $230.7250. 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 | 2022-09-07 | S | D | 240 | $229.58 | 12,300,497 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $228.9500 to $229.8300. 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. |
| 9 | Common | Common Stock | 2022-09-07 | S | D | 520 | $230.37 | 12,299,977 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $230.0400 to $230.8400 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. |
| 10 | Common | Common Stock | 2022-09-07 | S | D | 680 | $231.97 | 12,299,297 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $231.4100 to $232.4000. 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. |
| 11 | Common | Common Stock | 2022-09-07 | S | D | 832 | $232.64 | 12,298,465 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $232.4200 to $233.1000. 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. |
| 12 | Common | Common Stock | 2022-09-07 | S | D | 1,060 | $233.93 | 12,297,405 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $233.4700 to $234.4300. 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. |
| 13 | Common | Common Stock | 2022-09-07 | S | D | 640 | $235.04 | 12,296,765 | D | — | — | (F13) The transaction was executed in multiple trades at prices ranging from $234.5200 to $235.5100. 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. |
| 14 | Common | Common Stock | 2022-09-07 | S | D | 2,131 | $236.33 | 12,294,634 | D | — | — | (F14) The transaction was executed in multiple trades at prices ranging from $235.8300 to $236.8200. 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. |