Form 4 for MORN Morningstar, Inc.
Accepted 2022-11-21 00:00:00 ET · period of report 2022-11-18 · accession 0001062993-22-022554 · 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 | 2022-11-18 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $240.50 | -2,531 | 12.46M | -0.0% | -$608.7K |
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 | 2022-11-18 | S | D | 916 | $239.46 | 12,464,284 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $239.0000 to $239.9600. 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. |
| 2 | Common | Common Stock | 2022-11-18 | S | D | 927 | $240.67 | 12,463,357 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $240.1550 to $241.1500. 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 | 2022-11-18 | S | D | 668 | $241.64 | 12,462,689 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $241.1650 to $242.0900. 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. |
| 4 | Common | Common Stock | 2022-11-18 | S | D | 20 | $242.45 | 12,462,669 | D | — | — |