Form 4 for MORN Morningstar, Inc.
Accepted 2021-07-21 00:00:00 ET · period of report 2021-07-20 · accession 0001289419-21-000178 · 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 | 2021-07-21 | 2021-07-20 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $250.78 | -10.8K | 18.38M | -0.1% | -$2.70M |
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 | 2021-07-20 | S | D | 1,988 | $253.47 | 18,369,279 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $253.20 to $253.87. 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 | 2021-07-20 | S | D | 2,520 | $252.59 | 18,371,267 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $252.20 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. |
| 3 | Common | Common Stock | 2021-07-20 | S | D | 1,475 | $251.86 | 18,373,787 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $251.20 to $252.19. 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 | 2021-07-20 | S | D | 567 | $250.90 | 18,375,262 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $250.20 to $251.19. 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 | 2021-07-20 | S | D | 396 | $249.70 | 18,375,829 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $249.15 to $250.14. 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 | 2021-07-20 | S | D | 1,992 | $248.30 | 18,376,225 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $247.90 to $248.73. 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 | 2021-07-20 | S | D | 1,793 | $247.47 | 18,378,217 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $246.87 to $247.8650. 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 | 2021-07-20 | S | D | 50 | $245.86 | 18,380,010 | D | — | — |