Form 4 for MORN Morningstar, Inc.
Accepted 2021-07-19 00:00:00 ET · period of report 2021-07-15 · accession 0001289419-21-000176 · 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 | 2021-07-19 | 2021-07-15+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $247.81 | -10.7K | 18.39M | -0.1% | -$2.64M |
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 | 2021-07-15 | S | D | 465 | $248.03 | 18,390,263 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $247.86 to $248.75. 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 | 2021-07-16 | S | D | 3,332 | $247.58 | 18,382,984 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $247.21 to $248.17. 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 | 2021-07-16 | S | D | 1,007 | $248.49 | 18,381,977 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $248.28 to $249.23. 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 | 2021-07-16 | S | D | 1,917 | $249.66 | 18,380,060 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $249.41 to $249.96. 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 | 2021-07-16 | S | D | 3,947 | $246.91 | 18,386,316 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $246.21 to $247.1850. 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. |