Form 4 for MORN Morningstar, Inc.
Accepted 2021-08-12 00:00:00 ET · period of report 2021-08-10 · accession 0001289419-21-000202 · 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 | 2021-08-12 | 2021-08-10+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $261.95 | -9,521 | 18.29M | -0.1% | -$2.49M |
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 | 2021-08-11 | S | D | 745 | $262.35 | 18,285,076 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $261.72 to $262.67. 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 | 2021-08-11 | S | D | 5,999 | $260.93 | 18,285,821 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $260.69 to $261.62. 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 | 2021-08-11 | S | D | 711 | $263.25 | 18,284,365 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $262.89 to $263.86. 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 | 2021-08-10 | S | D | 909 | $263.76 | 18,292,977 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $263.24 to $264.2150. 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 | 2021-08-10 | S | D | 1,157 | $264.80 | 18,291,820 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $264.3950 to $265.29. 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. |