Form 4 for MORN Morningstar, Inc.
Accepted 2022-12-21 00:00:00 ET · period of report 2022-12-19 · accession 0001062993-22-024280 · 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 | 2022-12-21 | 2022-12-19+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $214.29 | -17.3K | 11.71M | -0.1% | -$3.71M |
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 | 2022-12-20 | S | D | 540 | $214.69 | 11,712,430 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $214.4600 to $214.9500. 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 | 2022-12-19 | S | D | 14,500 | $214.43 | 11,715,230 | D | — | — | |
| 3 | Common | Common Stock | 2022-12-20 | S | D | 2,260 | $213.31 | 11,712,970 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $213.1300 to $214.0575. 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. |