Form 4 for MORN Morningstar, Inc.
Accepted 2022-12-09 00:00:00 ET · period of report 2022-12-07 · accession 0001062993-22-023615 · 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 | 2022-12-09 | 2022-12-07+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $238.17 | -12.7K | 11.81M | -0.1% | -$3.03M |
| 2022-12-09 | 2022-12-08 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | G - Gift | $0.00 | -56.0K | 11.75M | -0.5% | $0 |
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 | 2022-12-07 | S | D | 460 | $234.29 | 11,811,498 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $234.1100 to $234.8200. 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 | 2022-12-07 | S | D | 4,889 | $238.52 | 11,805,029 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $238.0000 to $238.9900. 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 | 2022-12-07 | S | D | 1,340 | $237.48 | 11,809,918 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $236.9900 to $237.9400. 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 | 2022-12-07 | S | D | 581 | $239.11 | 11,804,448 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $239.0000 to $239.3000. 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 | 2022-12-08 | S | D | 3,250 | $237.70 | 11,745,198 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $237.3800 to $238.3100. 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 | 2022-12-08 | S | D | 1,004 | $238.93 | 11,744,194 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $238.4300 to $239.4150. 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 | 2022-12-08 | S | D | 40 | $241.19 | 11,743,241 | D | — | — | |
| 8 | Common | Common Stock | 2022-12-08 | S | D | 913 | $239.95 | 11,743,281 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $239.4300 to $240.3900. 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. |
| 9 | Common | Common Stock | 2022-12-08 | G | D | 56,000 | $0.00 | 11,748,448 | D | — | — | |
| 10 | Common | Common Stock | 2022-12-07 | S | D | 240 | $236.03 | 11,811,258 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $235.5500 to $236.5300. 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. |