Form 4 for MORN Morningstar, Inc.
Accepted 2022-12-05 00:00:00 ET · period of report 2022-12-01 · accession 0001062993-22-023283 · 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 | 2022-12-05 | 2022-12-01+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $248.83 | -13.3K | 12.41M | -0.1% | -$3.30M |
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 | 2022-12-01 | S | D | 815 | $246.93 | 12,423,736 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $246.3850 to $247.3600. 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. |
| 2 | Common | Common Stock | 2022-12-01 | S | D | 2,297 | $247.88 | 12,421,439 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $247.4000 to $248.3700. 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 | 2022-12-01 | S | D | 560 | $245.68 | 12,424,551 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $245.3100 to $246.2800. 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 | 2022-12-01 | S | D | 220 | $244.16 | 12,425,111 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $244.1300 to $244.4300. 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 | 2022-12-01 | S | D | 2,433 | $248.99 | 12,419,006 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $248.4000 to $249.3900. 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. |
| 6 | Common | Common Stock | 2022-12-01 | S | D | 1,428 | $249.73 | 12,417,578 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $249.4000 to $250.1000. 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 | 2022-12-01 | S | D | 100 | $250.47 | 12,417,478 | D | — | — | |
| 8 | Common | Common Stock | 2022-12-02 | S | D | 3,590 | $249.42 | 12,413,888 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $248.9800 to $249.9600. 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. |
| 9 | Common | Common Stock | 2022-12-02 | S | D | 1,790 | $250.22 | 12,412,098 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $249.9900 to $250.8100. 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. |
| 10 | Common | Common Stock | 2022-12-02 | S | D | 20 | $251.00 | 12,412,078 | D | — | — |