Form 4 for MORN Morningstar, Inc.
Accepted 2021-07-01 00:00:00 ET · period of report 2021-06-29 · accession 0001289419-21-000165 · 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 | 2021-07-01 | 2021-06-29+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $256.45 | -20.5K | 18.45M | -0.1% | -$5.25M |
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 | 2021-06-29 | S | D | 818 | $254.32 | 18,456,771 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $253.75 to $254.74. 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 | 2021-06-30 | S | D | 2,437 | $257.65 | 18,437,916 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $257.49 to $258.03. 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 | 2021-06-30 | S | D | 6,636 | $257.19 | 18,440,353 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $256.49 to $257.48. 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 | 2021-06-30 | S | D | 1,991 | $255.96 | 18,446,989 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $255.49 to $256.48. 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 | 2021-06-29 | S | D | 1,472 | $257.11 | 18,448,980 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $256.92 to $257.59. 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 | 2021-06-29 | S | D | 4,304 | $256.43 | 18,450,452 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $255.92 to $256.8950. 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 | 2021-06-29 | S | D | 300 | $250.40 | 18,458,095 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $250.12 to $250.69. 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 | 2021-06-29 | S | D | 278 | $251.37 | 18,457,817 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $251.22 to $252.13. 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 | 2021-06-29 | S | D | 228 | $252.98 | 18,457,589 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $252.4350 to $253.18. 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 | 2021-06-29 | S | D | 2,015 | $255.50 | 18,454,756 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $254.92 to $255.8950. 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. |