Form 4 for MORN Morningstar, Inc.
Accepted 2022-12-29 00:00:00 ET · period of report 2022-12-27 · accession 0001062993-22-024536 · 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 | 2022-12-29 | 2022-12-27+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $212.66 | -9,477 | 11.68M | -0.1% | -$2.02M |
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 | 2022-12-27 | S | D | 3,989 | $212.86 | 11,686,172 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $212.5000 to $213.4900. 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. |
| 2 | Common | Common Stock | 2022-12-28 | S | D | 582 | $213.62 | 11,680,684 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $213.4800 to $213.7900. 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 | 2022-12-28 | S | D | 1,638 | $212.98 | 11,681,266 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $212.4450 to $213.4000. 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 | 2022-12-27 | S | D | 368 | $213.88 | 11,685,804 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $213.6400 to $214.0200. 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 | 2022-12-28 | S | D | 2,900 | $211.86 | 11,682,904 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $211.3100 to $212.2150. 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. |