Form 4 for MORN Morningstar, Inc.
Accepted 2021-08-16 00:00:00 ET · period of report 2021-08-12 · accession 0001289419-21-000212 · 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 | 2021-08-16 | 2021-08-12+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $260.57 | -13.9K | 18.28M | -0.1% | -$3.63M |
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 | 2021-08-12 | S | D | 109 | $261.36 | 18,277,639 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $261.31 to $261.46. 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 | 2021-08-13 | S | D | 260 | $261.76 | 18,270,990 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $261.2450 to $262.00. 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. |
| 3 | Common | Common Stock | 2021-08-13 | S | D | 527 | $262.55 | 18,270,463 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $262.25 to $262.99. 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. |
| 4 | Common | Common Stock | 2021-08-13 | S | D | 33 | $263.42 | 18,270,430 | D | — | — | |
| 5 | Common | Common Stock | 2021-08-13 | S | D | 6,389 | $260.30 | 18,271,250 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $260.15 to $261.05. 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 | 2021-08-12 | S | D | 6,617 | $260.59 | 18,277,748 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $260.30 to $261.28. 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. |