Form 4 for MORN Morningstar, Inc.
Accepted 2021-07-08 00:00:00 ET · period of report 2021-07-06 · accession 0001289419-21-000170 · 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 | 2021-07-08 | 2021-07-06+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $257.68 | -18.2K | 18.41M | -0.1% | -$4.68M |
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 | 2021-07-06 | S | D | 8,091 | $256.96 | 18,417,678 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $256.71 to $257.66. 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 | 2021-07-06 | S | D | 864 | $258.13 | 18,416,814 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $257.75 to $258.6450. 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 | 2021-07-06 | S | D | 200 | $258.95 | 18,416,614 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $258.7550 to $259.42. 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 | 2021-07-07 | S | D | 740 | $256.51 | 18,415,874 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $255.98 to $256.86. 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 | 2021-07-07 | S | D | 1,819 | $257.39 | 18,414,055 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $257.00 to $257.98. 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 | 2021-07-07 | S | D | 1,031 | $259.29 | 18,407,600 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $259.00 to $259.84. 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 | 2021-07-07 | S | D | 5,424 | $258.58 | 18,408,631 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $258.00 to $258.9950. 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. |