Form 4 for MORN Morningstar, Inc.
Accepted 2023-01-03 00:00:00 ET · period of report 2022-12-29 · accession 0001062993-23-000071 · 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 | 2023-01-03 | 2022-12-29 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $217.44 | -9,600 | 11.67M | -0.1% | -$2.09M |
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 | 2022-12-29 | S | D | 1,235 | $214.06 | 11,678,969 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $213.4400 to $214.3700. 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 | 2022-12-29 | S | D | 20 | $208.69 | 11,680,664 | D | — | — | |
| 3 | Common | Common Stock | 2022-12-29 | S | D | 136 | $210.21 | 11,680,528 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $209.9300 to $210.7450. 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 | 2022-12-29 | S | D | 44 | $211.65 | 11,680,484 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $211.0100 to $211.7100. 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 | 2022-12-29 | S | D | 280 | $213.01 | 11,680,204 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $212.4400 to $213.3500. 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. |
| 6 | Common | Common Stock | 2022-12-29 | S | D | 2,635 | $219.35 | 11,671,084 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $219.0600 to $219.7500. 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 | 2022-12-29 | S | D | 385 | $215.01 | 11,678,584 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $214.6000 to $215.3700. 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. |
| 8 | Common | Common Stock | 2022-12-29 | S | D | 990 | $216.23 | 11,677,594 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $215.7100 to $216.6600. 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 | 2022-12-29 | S | D | 520 | $217.27 | 11,677,074 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $216.7800 to $217.7600. 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 | 2022-12-29 | S | D | 3,355 | $218.64 | 11,673,719 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $218.0600 to $219.0550. 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. |