Form 4 for MORN Morningstar, Inc.
Accepted 2022-10-04 00:00:00 ET · period of report 2022-09-30 · accession 0001062993-22-020283 · 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 | 2022-10-04 | 2022-09-30+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $214.54 | -2,991 | 12.22M | -0.0% | -$641.7K |
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 | 2022-09-30 | S | D | 394 | $215.95 | 12,223,349 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $215.6600 to $216.1300. 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 | 2022-09-30 | S | D | 930 | $215.07 | 12,223,743 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $214.6100 to $215.5800. 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 | 2022-09-30 | S | D | 978 | $214.12 | 12,224,673 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $213.5300 to $214.5100. 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 | 2022-09-30 | S | D | 540 | $212.87 | 12,225,651 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $212.5000 to $213.2800. 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 | 2022-10-03 | S | D | 51 | $214.68 | 12,223,200 | D | — | — | |
| 6 | Common | Common Stock | 2022-09-30 | S | D | 98 | $217.12 | 12,223,251 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $217.0000 to $217.1800. 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. |