Form 4 for MORN Morningstar, Inc.
Accepted 2021-08-10 00:00:00 ET · period of report 2021-08-06 · accession 0001289419-21-000200 · 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 | 2021-08-10 | 2021-08-06+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $262.16 | -18.5K | 18.30M | -0.1% | -$4.84M |
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 | 2021-08-06 | S | D | 2,540 | $261.80 | 18,303,925 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $261.35 to $262.32. 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 | 2021-08-06 | S | D | 788 | $262.69 | 18,303,137 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $262.37 to $263.1550. 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 | 2021-08-09 | S | D | 530 | $264.38 | 18,293,886 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $264.21 to $264.65. 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 | 2021-08-09 | S | D | 983 | $261.59 | 18,301,820 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $261.1050 to $262.07. 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 | 2021-08-09 | S | D | 2,496 | $262.60 | 18,299,324 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $262.15 to $263.10. 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 | 2021-08-09 | S | D | 4,908 | $263.72 | 18,294,416 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $263.20 to $264.16. 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 | 2021-08-06 | S | D | 5,890 | $260.77 | 18,306,465 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $260.35 to $261.3350. 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 | 2021-08-09 | S | D | 334 | $260.34 | 18,302,803 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $260.0850 to $260.92. 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. |