Form 4 for MORN Morningstar, Inc.
Accepted 2022-11-17 00:00:00 ET · period of report 2022-11-15 · accession 0001062993-22-022375 · 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 | 2022-11-17 | 2022-11-15+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $244.58 | -14.3K | 12.47M | -0.1% | -$3.50M |
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 | 2022-11-15 | S | D | 532 | $241.99 | 12,478,867 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $241.4100 to $242.3900. 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. |
| 2 | Common | Common Stock | 2022-11-15 | S | D | 1,825 | $243.02 | 12,477,042 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $242.5000 to $243.4800. 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 | 2022-11-15 | S | D | 3,363 | $244.89 | 12,471,062 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $244.5200 to $245.5000. 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 | 2022-11-15 | S | D | 762 | $245.82 | 12,470,300 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $245.5300 to $246.2400. 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 | 2022-11-16 | S | D | 1,470 | $244.56 | 12,468,830 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $244.0500 to $244.9800. 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 | 2022-11-16 | S | D | 2,522 | $245.53 | 12,466,308 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $245.1200 to $246.0900. 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 | 2022-11-15 | S | D | 120 | $240.56 | 12,479,399 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $240.4050 to $241.3600. 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 | 2022-11-16 | S | D | 1,108 | $246.36 | 12,465,200 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $246.1400 to $246.8600. 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 | 2022-11-15 | S | D | 2,617 | $243.96 | 12,474,425 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $243.5000 to $244.4900. 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. |