Form 4 for MORN Morningstar, Inc.
Accepted 2022-09-22 00:00:00 ET · period of report 2022-09-20 · accession 0001062993-22-019853 · 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 | 2022-09-22 | 2022-09-20+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $225.38 | -17.0K | 12.25M | -0.1% | -$3.82M |
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 | 2022-09-20 | S | D | 420 | $222.91 | 12,259,101 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $222.7100 to $223.1600. 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. |
| 2 | Common | Common Stock | 2022-09-20 | S | D | 2,138 | $224.25 | 12,256,963 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $223.7100 to $224.7000. 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. |
| 3 | Common | Common Stock | 2022-09-21 | S | D | 1,515 | $224.65 | 12,246,018 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $224.2300 to $225.2200. 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. |
| 4 | Common | Common Stock | 2022-09-21 | S | D | 3,075 | $225.68 | 12,242,943 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $225.2400 to $226.2300. 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 | 2022-09-21 | S | D | 380 | $226.49 | 12,242,563 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $226.2500 to $226.6900. 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 | 2022-09-20 | S | D | 2,697 | $226.22 | 12,248,652 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $225.7200 to $226.6800. 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. |
| 7 | Common | Common Stock | 2022-09-20 | S | D | 5,614 | $225.23 | 12,251,349 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $224.7200 to $225.7100. 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 | 2022-09-20 | S | D | 1,119 | $226.93 | 12,247,533 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $226.7500 to $227.3400. 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. |