Form 4 for MORN Morningstar, Inc.
Accepted 2022-12-15 00:00:00 ET · period of report 2022-12-13 · accession 0001062993-22-023929 · 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 | 2022-12-15 | 2022-12-13+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $235.04 | -11.8K | 11.73M | -0.1% | -$2.77M |
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 | 2022-12-13 | S | D | 1,850 | $234.70 | 11,734,419 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $234.3700 to $235.3300. 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 | 2022-12-13 | S | D | 3,851 | $233.88 | 11,736,269 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $233.3700 to $234.3500. 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 | 2022-12-13 | S | D | 1,375 | $232.96 | 11,740,120 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $232.3700 to $233.3400. 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 | 2022-12-13 | S | D | 360 | $236.04 | 11,734,059 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $235.5700 to $236.3300. 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 | 2022-12-14 | S | D | 15 | $234.57 | 11,729,730 | D | — | — | |
| 6 | Common | Common Stock | 2022-12-14 | S | D | 1,245 | $232.96 | 11,729,745 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $232.8800 to $233.7300. 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. |
| 7 | Common | Common Stock | 2022-12-13 | S | D | 100 | $241.00 | 11,730,990 | D | — | — | |
| 8 | Common | Common Stock | 2022-12-13 | S | D | 360 | $240.07 | 11,731,090 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $239.8200 to $240.5400. 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. |
| 9 | Common | Common Stock | 2022-12-13 | S | D | 1,195 | $236.97 | 11,732,864 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $236.6700 to $237.6500. 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 | 2022-12-13 | S | D | 454 | $238.27 | 11,732,410 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $237.7200 to $238.5800. 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. |
| 11 | Common | Common Stock | 2022-12-13 | S | D | 960 | $239.20 | 11,731,450 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $238.7900 to $239.6150. 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. |