Form 4 for MORN Morningstar, Inc.
Accepted 2022-11-23 00:00:00 ET · period of report 2022-11-21 · accession 0001062993-22-022759 · 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 | 2022-11-23 | 2022-11-21+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $240.40 | -16.8K | 12.45M | -0.1% | -$4.04M |
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 | 2022-11-21 | S | D | 100 | $241.15 | 12,452,275 | D | — | — | |
| 2 | Common | Common Stock | 2022-11-21 | S | D | 2,277 | $238.72 | 12,460,392 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $238.0600 to $239.0500. 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 | 2022-11-21 | S | D | 4,453 | $239.57 | 12,455,939 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $239.0700 to $240.0500. 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 | 2022-11-21 | S | D | 3,564 | $240.52 | 12,452,375 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $240.1000 to $241.0200. 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. |
| 5 | Common | Common Stock | 2022-11-22 | S | D | 160 | $242.84 | 12,445,858 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $242.7600 to $242.8700. 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 | 2022-11-22 | S | D | 817 | $240.18 | 12,451,458 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $239.5200 to $240.5000. 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. |
| 7 | Common | Common Stock | 2022-11-22 | S | D | 2,896 | $241.06 | 12,448,562 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $240.5400 to $241.5200. 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 | 2022-11-22 | S | D | 2,544 | $242.30 | 12,446,018 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $241.7500 to $242.7300. 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. |