Form 4 for MORN Morningstar, Inc.
Accepted 2021-07-23 00:00:00 ET · period of report 2021-07-21 · accession 0001289419-21-000180 · 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 | 2021-07-23 | 2021-07-21+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $252.83 | -8,760 | 18.36M | -0.0% | -$2.21M |
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 | 2021-07-21 | S | D | 404 | $254.33 | 18,360,534 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $254.22 to $254.46. 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 | 2021-07-21 | S | D | 3,099 | $253.56 | 18,360,938 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $253.16 to $254.09. 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 | 2021-07-21 | S | D | 3,423 | $252.60 | 18,364,037 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $252.16 to $253.15. 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 | 2021-07-21 | S | D | 1,819 | $251.67 | 18,367,460 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $251.14 to $252.13. 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 | 2021-07-22 | S | D | 15 | $252.07 | 18,360,519 | D | — | — |