Form 4 for MORN Morningstar, Inc.
Accepted 2021-07-27 00:00:00 ET · period of report 2021-07-23 · accession 0001289419-21-000182 · 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 | 2021-07-27 | 2021-07-23 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $249.06 | -3,639 | 18.36M | -0.0% | -$906.3K |
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 | 2021-07-23 | S | D | 1,295 | $248.65 | 18,359,074 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $247.92 to $248.91. 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 | 2021-07-23 | S | D | 150 | $247.15 | 18,360,369 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $246.90 to $247.28. 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 | 2021-07-23 | S | D | 134 | $250.23 | 18,356,880 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $249.99 to $250.29. 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 | 2021-07-23 | S | D | 2,060 | $249.38 | 18,357,014 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $248.92 to $249.76. 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. |