Form 4 for MORN Morningstar, Inc.
Accepted 2022-09-30 00:00:00 ET · period of report 2022-09-28 · accession 0001062993-22-020091 · 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 | 2022-09-30 | 2022-09-28+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $214.57 | -10.2K | 12.23M | -0.1% | -$2.19M |
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 | 2022-09-29 | S | D | 1,357 | $214.34 | 12,226,211 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $214.2800 to $214.5850. 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 | 2022-09-28 | S | D | 2,456 | $215.85 | 12,227,568 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $215.4650 to $216.4000. 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. |
| 3 | Common | Common Stock | 2022-09-28 | S | D | 413 | $210.72 | 12,235,975 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $210.1700 to $211.1650. 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 | 2022-09-28 | S | D | 477 | $211.63 | 12,235,498 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $211.2050 to $212.1000. 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. |
| 5 | Common | Common Stock | 2022-09-28 | S | D | 187 | $212.29 | 12,235,311 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $212.2200 to $212.3900. 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 | 2022-09-28 | S | D | 1,602 | $214.00 | 12,233,709 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $213.4200 to $214.4000. 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. |
| 7 | Common | Common Stock | 2022-09-29 | S | D | 20 | $216.69 | 12,226,191 | D | — | — | |
| 8 | Common | Common Stock | 2022-09-28 | S | D | 3,685 | $214.96 | 12,230,024 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $214.4300 to $215.4100 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. |