Form 4 for MORN Morningstar, Inc.
Accepted 2021-07-13 00:00:00 ET · period of report 2021-07-09 · accession 0001289419-21-000172 · 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 | 2021-07-13 | 2021-07-09+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $252.52 | -15.1K | 18.39M | -0.1% | -$3.81M |
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 | 2021-07-12 | S | D | 4,133 | $252.48 | 18,395,638 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $252.02 to $253.00. 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 | 2021-07-09 | S | D | 1,701 | $252.84 | 18,399,771 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $252.72 to $253.22. 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 | 2021-07-09 | S | D | 6,128 | $252.08 | 18,401,472 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $251.71 to $252.70. 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 | 2021-07-12 | S | D | 3,116 | $253.24 | 18,392,522 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $253.02 to $253.74. 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. |