Form 4 for MORN Morningstar, Inc.
Accepted 2021-08-18 00:00:00 ET · period of report 2021-08-16 · accession 0001289419-21-000214 · 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 | 2021-08-18 | 2021-08-16+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $265.61 | -15.6K | 18.26M | -0.1% | -$4.14M |
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 | 2021-08-16 | S | D | 600 | $263.38 | 18,267,930 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $263.04 to $263.85. 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 | 2021-08-17 | S | D | 3,883 | $265.89 | 18,256,042 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $265.48 to $266.4450. 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 | 2021-08-16 | S | D | 550 | $260.06 | 18,269,880 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $259.64 to $260.40. 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 | 2021-08-16 | S | D | 250 | $260.93 | 18,269,630 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $260.8750 to $261.1250. 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 | 2021-08-16 | S | D | 1,100 | $262.45 | 18,268,530 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $261.89 to $262.88. 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 | 2021-08-17 | S | D | 1,192 | $266.72 | 18,254,850 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $266.4850 to $267.46. 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. |
| 7 | Common | Common Stock | 2021-08-16 | S | D | 650 | $264.52 | 18,267,280 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $264.10 to $264.92. 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. |
| 8 | Common | Common Stock | 2021-08-16 | S | D | 5,696 | $266.40 | 18,261,584 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $265.87 to $266.86. 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. |
| 9 | Common | Common Stock | 2021-08-16 | S | D | 1,521 | $267.23 | 18,260,063 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $266.90 to $267.85. 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 | 2021-08-16 | S | D | 138 | $268.04 | 18,259,925 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $267.91 to $268.11. 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. |