Form 4 for MORN Morningstar, Inc.
Accepted 2022-11-21 00:00:00 ET · period of report 2022-11-11 · accession 0001062993-22-022527 · 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 | 2022-11-21 | 2022-11-11+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $245.26 | -8,592 | 12.48M | -0.1% | -$2.11M |
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 | 2022-11-11 | S | D | 3,091 | $245.50 | 12,481,637 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $245.0300 to $246.0000. 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 | 2022-11-11 | S | D | 445 | $246.30 | 12,481,192 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $246.0300 to $247.0250. 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 | 2022-11-11 | S | D | 469 | $247.34 | 12,480,723 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $247.0500 to $247.9600. 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. |
| 4 | Common | Common Stock | 2022-11-11 | S | D | 143 | $248.53 | 12,480,580 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $248.1650 to $248.9950. 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 | 2022-11-11 | S | D | 3,383 | $244.57 | 12,484,728 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $244.0300 to $245.0200. 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 | 2022-11-14 | S | D | 1,061 | $244.93 | 12,479,519 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $244.6500 to $245.6150. 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. |