Form 4 for MORN Morningstar, Inc.
Accepted 2022-09-16 00:00:00 ET · period of report 2022-09-14 · accession 0001062993-22-019604 · 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 | 2022-09-16 | 2022-09-14+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $232.79 | -4,305 | 12.27M | -0.0% | -$1.00M |
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 | 2022-09-14 | S | D | 43 | $236.06 | 12,265,733 | D | — | — | |
| 2 | Common | Common Stock | 2022-09-15 | S | D | 357 | $232.14 | 12,264,623 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $231.8600 to $232.6750. 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 | 2022-09-15 | S | D | 753 | $230.78 | 12,264,980 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $230.5600 to $231.3250. 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 | 2022-09-14 | S | D | 1,176 | $232.58 | 12,267,752 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $232.1900 to $233.1850. 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 | 2022-09-14 | S | D | 1,799 | $233.67 | 12,265,953 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $233.2050 to $234.1600. 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 | 2022-09-14 | S | D | 177 | $234.39 | 12,265,776 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $234.3000 to $234.4850. 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. |