Form 4 for MORN Morningstar, Inc.
Accepted 2021-08-24 00:00:00 ET · period of report 2021-08-20 · accession 0001289419-21-000218 · 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 | 2021-08-24 | 2021-08-20+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $262.34 | -16.6K | 18.24M | -0.1% | -$4.35M |
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 | 2021-08-23 | S | D | 2,917 | $261.97 | 18,231,985 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $261.41 to $262.37. 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 | 2021-08-23 | S | D | 171 | $263.75 | 18,227,169 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $263.46 to $263.92. 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. |
| 3 | Common | Common Stock | 2021-08-23 | S | D | 4,645 | $262.74 | 18,227,340 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $262.42 to $263.41. 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 | 2021-08-20 | S | D | 100 | $263.78 | 18,234,902 | D | — | — | |
| 5 | Common | Common Stock | 2021-08-20 | S | D | 2,885 | $263.00 | 18,235,002 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $262.64 to $263.55. 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 | 2021-08-20 | S | D | 4,051 | $261.99 | 18,237,887 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $261.59 to $262.5550. 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 | 2021-08-20 | S | D | 1,798 | $261.39 | 18,241,938 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $260.59 to $261.58. 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. |