Form 4 for MORN Morningstar, Inc.
Accepted 2022-09-28 00:00:00 ET · period of report 2022-09-26 · accession 0001062993-22-019983 · 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 | 2022-09-28 | 2022-09-26+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $211.21 | -6,055 | 12.24M | -0.0% | -$1.28M |
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 | 2022-09-27 | S | D | 4,142 | $210.54 | 12,237,996 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $210.2000 to $211.1000. 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 | 2022-09-27 | S | D | 1,029 | $211.77 | 12,236,967 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $211.4800 to $212.4700. 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 | 2022-09-27 | S | D | 479 | $212.84 | 12,236,488 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $212.5500 to $213.0400. 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 | 2022-09-27 | S | D | 100 | $213.62 | 12,236,388 | D | — | — | |
| 5 | Common | Common Stock | 2022-09-26 | S | D | 305 | $215.02 | 12,242,138 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $214.8200 to $215.3950. 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. |