Form 4 for MORN Morningstar, Inc.
Accepted 2022-12-23 00:00:00 ET · period of report 2022-12-21 · accession 0001062993-22-024438 · 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 | 2022-12-23 | 2022-12-21+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $214.36 | -20.9K | 11.69M | -0.2% | -$4.47M |
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 | 2022-12-21 | S | D | 180 | $215.56 | 11,697,930 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $215.5100 to $215.6500. 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. |
| 2 | Common | Common Stock | 2022-12-21 | S | D | 4,449 | $214.84 | 11,698,110 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $214.5000 to $215.4700. 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 | 2022-12-21 | S | D | 8,691 | $214.03 | 11,702,559 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $213.4950 to $214.4900. 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 | 2022-12-21 | S | D | 1,180 | $212.93 | 11,711,250 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $212.4800 to $213.2700. 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 | 2022-12-22 | S | D | 5,834 | $214.66 | 11,692,096 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $214.0100 to $215.0050. 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 | 2022-12-22 | S | D | 529 | $215.07 | 11,691,567 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $215.0100 to $215.2200. 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. |