Form 4 for MORN Morningstar, Inc.
Accepted 2021-08-06 00:00:00 ET · period of report 2021-08-04 · accession 0001289419-21-000194 · 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 | 2021-08-06 | 2021-08-04+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $267.42 | -16.0K | 18.32M | -0.1% | -$4.28M |
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 | 2021-08-04 | S | D | 3,933 | $268.94 | 18,312,983 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $268.54 to $269.51. 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 | 2021-08-04 | S | D | 328 | $269.72 | 18,312,655 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $269.62 to $269.81. 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 | 2021-08-05 | S | D | 150 | $265.20 | 18,312,505 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $265.18 to $266.03. 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 | 2021-08-05 | S | D | 150 | $266.59 | 18,312,355 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $266.59 to $266.5950. 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 Stoick | 2021-08-04 | S | D | 5,411 | $268.07 | 18,316,916 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $267.54 to $268.5150. 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 | 2021-08-04 | S | D | 3,001 | $265.80 | 18,324,177 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $265.3250 to $266.22. 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 | 2021-08-04 | S | D | 849 | $264.90 | 18,327,178 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $264.28 to $265.18. 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. |
| 8 | Common | Common Stock | 2021-08-04 | S | D | 200 | $262.96 | 18,328,027 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $262.95 to $262.98. 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 | 2021-08-04 | S | D | 150 | $261.53 | 18,328,227 | D | — | — | |
| 10 | Common | Common Stock | 2021-08-04 | S | D | 1,850 | $266.87 | 18,322,327 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $266.43 to $267.3850. 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. |