Form 4 for MORN Morningstar, Inc.
Accepted 2021-08-20 00:00:00 ET · period of report 2021-08-18 · accession 0001289419-21-000216 · 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 | 2021-08-20 | 2021-08-18+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $259.60 | -11.1K | 18.25M | -0.1% | -$2.89M |
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 | 2021-08-19 | S | D | 1,279 | $257.77 | 18,253,221 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $257.15 to $258.12. 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 | 2021-08-18 | S | D | 350 | $263.33 | 18,254,500 | D | — | — | |
| 3 | Common | Common Stock | 2021-08-19 | S | D | 602 | $261.58 | 18,243,736 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $261.27 to $261.70. 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 | 2021-08-19 | S | D | 3,136 | $260.62 | 18,244,338 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $260.15 to $261.00. 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. |
| 5 | Common | Common Stock | 2021-08-19 | S | D | 2,482 | $259.60 | 18,247,474 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $259.1420 to $260.11. 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. |
| 6 | Common | Common Stock | 2021-08-19 | S | D | 3,265 | $258.56 | 18,249,956 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $258.1350 to $259.07. 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. |