Form 4 for MORN Morningstar, Inc.
Accepted 2021-09-01 00:00:00 ET · period of report 2021-08-30 · accession 0001289419-21-000224 · 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 | 2021-09-01 | 2021-08-30+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $266.70 | -21.0K | 13.70M | -0.2% | -$5.60M |
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 | 2021-08-30 | S | D | 687 | $261.05 | 13,705,850 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $260.42 to $261.40. 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. |
| 2 | Common | Common Stock | 2021-08-30 | S | D | 1,141 | $266.76 | 13,695,343 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $266.67 to $266.9850. 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 | 2021-08-31 | S | D | 1,077 | $270.65 | 13,685,555 | D | — | — | (F13) The transaction was executed in multiple trades at prices ranging from $270.35 to $271.10. 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 | 2021-08-31 | S | D | 3,015 | $269.65 | 13,686,632 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $269.22 to $270.17. 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 | 2021-08-31 | S | D | 2,437 | $268.61 | 13,689,647 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $268.18 to $269.17. 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 | 2021-08-31 | S | D | 2,573 | $267.78 | 13,692,084 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $267.18 to $268.13. 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 | 2021-08-31 | S | D | 686 | $266.68 | 13,694,657 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $266.18 to $267.1550. 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 | 2021-08-30 | S | D | 900 | $261.86 | 13,704,950 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $261.44 to $262.42. 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 | 2021-08-30 | S | D | 1,175 | $263.00 | 13,703,775 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $262.44 to $263.43. 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 | 2021-08-30 | S | D | 1,151 | $263.76 | 13,702,624 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $263.44 to $264.1850. 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. |
| 11 | Common | Common Stock | 2021-08-30 | S | D | 1,316 | $264.98 | 13,701,308 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $264.60 to $265.58. 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. |
| 12 | Common | Common Stock | 2021-08-30 | S | D | 4,824 | $266.18 | 13,696,484 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $265.66 to $266.65. 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. |