Form 4 for MORN Morningstar, Inc.
Accepted 2021-08-30 00:00:00 ET · period of report 2021-08-26 · accession 0001289419-21-000222 · 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 | 2021-08-30 | 2021-08-26+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $263.34 | -6,038 | 13.71M | -0.0% | -$1.59M |
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 | 2021-08-27 | S | D | 738 | $263.57 | 13,706,852 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $263.06 to $264.05. 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. |
| 2 | Common | Common Stock | 2021-08-27 | S | D | 315 | $264.27 | 13,706,537 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $264.19 to $264.44. 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 | 2021-08-27 | S | D | 2,109 | $262.14 | 13,707,590 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $261.96 to $262.85. 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. |
| 4 | Common | Common Stock | 2021-08-26 | S | D | 2,876 | $264.06 | 13,709,699 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $263.95 to $264.70. 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. |