Form 4 for MORN Morningstar, Inc.
Accepted 2022-11-28 00:00:00 ET · period of report 2022-11-23 · accession 0001062993-22-022833 · 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 | 2022-11-28 | 2022-11-23 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $245.90 | -6,700 | 12.44M | -0.1% | -$1.65M |
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 | 2022-11-23 | S | D | 672 | $244.64 | 12,444,711 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $243.7700 to $244.7600. 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 | 2022-11-23 | S | D | 375 | $243.45 | 12,445,383 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $242.7700 to $243.7600. 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 | 2022-11-23 | S | D | 1,850 | $246.39 | 12,441,069 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $245.8300 to $246.7800. 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 | 2022-11-23 | S | D | 1,911 | $247.14 | 12,439,158 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $246.8900 to $247.5400. 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 | 2022-11-23 | S | D | 100 | $241.65 | 12,445,758 | D | — | — | |
| 6 | Common | Common Stock | 2022-11-23 | S | D | 1,792 | $245.28 | 12,442,919 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $244.7700 to $245.7500. 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. |