Form 4 for MORN Morningstar, Inc.
Accepted 2021-07-06 00:00:00 ET · period of report 2021-07-01 · accession 0001289419-21-000168 · 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 | 2021-07-06 | 2021-07-01+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $255.92 | -12.1K | 18.43M | -0.1% | -$3.11M |
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 | 2021-07-01 | S | D | 99 | $257.65 | 18,437,592 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $257.5050 to $257.65. 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 | 2021-07-01 | S | D | 225 | $256.42 | 18,437,691 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $256.11 to $256.82. 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 | 2021-07-02 | S | D | 1,939 | $253.81 | 18,435,653 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $253.44 to $254.42. 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 | 2021-07-02 | S | D | 2,083 | $255.74 | 18,430,100 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $255.45 to $256.40. 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 | 2021-07-02 | S | D | 1,965 | $257.20 | 18,428,135 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $256.58 to $257.56. 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 | 2021-07-02 | S | D | 2,366 | $257.94 | 18,425,769 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $257.58 to $258.47. 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 | 2021-07-02 | S | D | 3,470 | $255.03 | 18,432,183 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $254.45 to $255.44. 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. |