Form 4 for MORN Morningstar, Inc.
Accepted 2022-11-14 00:00:00 ET · period of report 2022-11-09 · accession 0001062993-22-021932 · 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 | 2022-11-14 | 2022-11-09+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $241.42 | -13.3K | 12.50M | -0.1% | -$3.21M |
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 | 2022-11-10 | S | D | 2,603 | $243.29 | 12,488,111 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $242.7600 to $243.7450. 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 | 2022-11-10 | S | D | 4,819 | $242.11 | 12,490,714 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $241.7400 to $242.7200. 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 | 2022-11-10 | S | D | 1,521 | $240.11 | 12,498,409 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $239.6300 to $240.5500. 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 | 2022-11-10 | S | D | 625 | $238.92 | 12,499,930 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $238.6000 to $239.2950. 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 | 2022-11-10 | S | D | 346 | $237.60 | 12,500,555 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $237.4950 to $237.9600. 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 | 2022-11-10 | S | D | 7 | $236.23 | 12,500,901 | D | — | — | |
| 7 | Common | Common Stock | 2022-11-09 | S | D | 503 | $234.84 | 12,500,908 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $234.7000 to $235.4150. 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 | 2022-11-10 | S | D | 2,876 | $241.43 | 12,495,533 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $240.7400 to $241.7300. 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. |