Form 4 for MORN Morningstar, Inc.
Accepted 2021-08-04 00:00:00 ET · period of report 2021-08-02 · accession 0001289419-21-000188 · 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 | 2021-08-04 | 2021-08-02+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $258.66 | -28.5K | 18.34M | -0.2% | -$7.37M |
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 | 2021-08-02 | S | D | 475 | $253.04 | 18,356,405 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $252.43 to $253.34. 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 | 2021-08-03 | S | D | 1,290 | $263.73 | 18,328,377 | D | — | — | (F15) The transaction was executed in multiple trades at prices ranging from $263.35 to $264.23. 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. |
| 3 | Common | Common Stock | 2021-08-03 | S | D | 3,601 | $262.75 | 18,329,667 | D | — | — | (F14) The transaction was executed in multiple trades at prices ranging from $262.35 to $263.2950. 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 | 2021-08-03 | S | D | 2,256 | $262.00 | 18,333,268 | D | — | — | (F13) The transaction was executed in multiple trades at prices ranging from $261.34 to $262.33. 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 | 2021-08-03 | S | D | 900 | $260.74 | 18,335,524 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $260.27 to $261.17. 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. |
| 6 | Common | Common Stock | 2021-08-03 | S | D | 1,132 | $259.54 | 18,336,424 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $259.1750 to $260.00. 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. |
| 7 | Common | Common Stock | 2021-08-03 | S | D | 1,278 | $258.49 | 18,337,556 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $258.00 to $258.99. 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 | 2021-08-03 | S | D | 2,300 | $257.58 | 18,338,834 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $256.98 to $257.94. 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. |
| 9 | Common | Common Stock | 2021-08-02 | S | D | 1,831 | $259.08 | 18,341,134 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $258.73 to $259.55. 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. |
| 10 | Common | Common Stock | 2021-08-02 | S | D | 1,645 | $253.70 | 18,354,760 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $253.46 to $254.31. 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. |
| 11 | Common | Common Stock | 2021-08-02 | S | D | 1,445 | $255.21 | 18,353,315 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $254.63 to $255.60. 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. |
| 12 | Common | Common Stock | 2021-08-02 | S | D | 3,725 | $256.28 | 18,349,590 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $255.65 to $256.64. 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. |
| 13 | Common | Common Stock | 2021-08-02 | S | D | 2,169 | $256.94 | 18,347,421 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $256.6550 to $257.55. 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. |
| 14 | Common | Common Stoick | 2021-08-02 | S | D | 4,456 | $258.33 | 18,342,965 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $257.73 to $258.70. 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. |