Form 4 for MORN Morningstar, Inc.
Accepted 2022-11-09 00:00:00 ET · period of report 2022-11-07 · accession 0001062993-22-021748 · 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 | 2022-11-09 | 2022-11-07+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $233.43 | -12.3K | 12.50M | -0.1% | -$2.86M |
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 | 2022-11-07 | S | D | 395 | $232.36 | 12,511,405 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $231.9350 to $232.8800. 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 | 2022-11-07 | S | D | 1,865 | $231.08 | 12,511,800 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $230.8100 to $231.7900. 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 | 2022-11-07 | S | D | 105 | $232.96 | 12,511,300 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $232.9500 to $233.1600. 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. |
| 4 | Common | Common Stock | 2022-11-08 | S | D | 118 | $230.70 | 12,511,182 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $230.5650 to $231.4400. 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 | 2022-11-08 | S | D | 2,730 | $232.13 | 12,508,452 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $231.5800 to $232.4700. 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. |
| 6 | Common | Common Stock | 2022-11-08 | S | D | 1,863 | $233.32 | 12,506,589 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $232.8500 to $233.8350. 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 | 2022-11-08 | S | D | 1,877 | $234.35 | 12,504,712 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $233.8900 to $234.8000. 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 | 2022-11-08 | S | D | 553 | $236.06 | 12,501,411 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $235.9750 to $236.0700. 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. |
| 9 | Common | Common Stock | 2022-11-08 | S | D | 2,748 | $235.54 | 12,501,964 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $234.9350 to $235.9000. 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. |