Form 4 for MORN Morningstar, Inc.
Accepted 2021-08-26 00:00:00 ET · period of report 2021-08-24 · accession 0001289419-21-000220 · 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 | 2021-08-26 | 2021-08-24+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $264.08 | -14.6K | 13.71M | -0.1% | -$3.85M |
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 | 2021-08-25 | S | D | 200 | $262.18 | 13,720,275 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $262.17 to $262.21. 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 | 2021-08-24 | S | D | 3,940 | $263.02 | 13,723,229 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $262.29 to $263.28. 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. |
| 3 | Common | Common Stock | 2021-08-24 | S | D | 2,754 | $263.48 | 13,720,475 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $263.29 to $263.81. 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 | 2021-08-25 | S | D | 1,287 | $263.82 | 13,718,988 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $263.27 to $264.22. 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 | 2021-08-25 | S | D | 4,358 | $264.74 | 13,714,630 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $264.31 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. |
| 6 | Common | Common Stock | 2021-08-25 | S | D | 2,055 | $265.83 | 13,712,575 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $265.36 to $266.33. 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. |