Form 4 for MORN Morningstar, Inc.
Accepted 2022-09-12 00:00:00 ET · period of report 2022-09-08 · accession 0001062993-22-019458 · 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 | 2022-09-12 | 2022-09-08+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $242.34 | -15.0K | 12.29M | -0.1% | -$3.64M |
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 | 2022-09-08 | S | D | 350 | $237.02 | 12,292,104 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $236.7100 to $237.4600. 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 | 2022-09-09 | S | D | 2,632 | $245.62 | 12,277,675 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $245.2600 to $245.9800. 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 | 2022-09-09 | S | D | 4,324 | $244.78 | 12,280,307 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $244.2475 to $245.2400. 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 | 2022-09-09 | S | D | 893 | $243.81 | 12,284,631 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $243.2400 to $244.1900 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 | 2022-09-09 | S | D | 60 | $242.27 | 12,285,524 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $242.1500 to $242.3300. 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 | 2022-09-09 | S | D | 100 | $241.36 | 12,285,584 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $241.0200 to $241.6350. 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 | 2022-09-08 | S | D | 100 | $240.94 | 12,285,684 | D | — | — | |
| 8 | Common | Common Stock | 2022-09-08 | S | D | 4,018 | $240.22 | 12,285,784 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $239.7600 to $240.7500. 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 | 2022-09-08 | S | D | 1,061 | $239.15 | 12,289,802 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $238.7600 to $239.7000. 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. |
| 10 | Common | Common Stock | 2022-09-08 | S | D | 1,241 | $238.35 | 12,290,863 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $237.7200 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. |
| 11 | Common | Common Stock | 2022-09-08 | S | D | 230 | $235.90 | 12,292,454 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $235.6900 to $236.6800. 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. |