Form 4 for MORN Morningstar, Inc.
Accepted 2021-09-03 00:00:00 ET · period of report 2021-09-01 · accession 0001289419-21-000226 · 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 | 2021-09-03 | 2021-09-01+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $276.95 | -23.7K | 13.67M | -0.2% | -$6.58M |
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 | 2021-09-02 | S | D | 1,627 | $276.29 | 13,672,287 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $275.89 to $276.87. 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 | 2021-09-02 | S | D | 1,448 | $277.13 | 13,670,839 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $276.92 to $277.85. 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. |
| 3 | Common | Common Stock | 2021-09-02 | S | D | 950 | $278.30 | 13,669,889 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $277.93 to $278.77. 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 | 2021-09-02 | S | D | 1,027 | $279.25 | 13,668,862 | D | — | — | (F12) The transaction was executed in multiple trades at prices ranging from $278.94 to $279.92. 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. |
| 5 | Common | Common Stock | 2021-09-02 | S | D | 2,494 | $281.27 | 13,664,401 | D | — | — | (F14) The transaction was executed in multiple trades at prices ranging from $280.95 to $281.74. 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 | 2021-09-02 | S | D | 300 | $283.13 | 13,664,101 | D | — | — | (F15) The transaction was executed in multiple trades at prices ranging from $282.50 to $283.3450. 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 | 2021-09-02 | S | D | 992 | $284.26 | 13,663,109 | D | — | — | (F16) The transaction was executed in multiple trades at prices ranging from $283.82 to $284.65. 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. |
| 8 | Common | Common Stock | 2021-09-02 | S | D | 648 | $285.24 | 13,662,461 | D | — | — | (F17) The transaction was executed in multiple trades at prices ranging from $284.92 to $285.50. 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 | 2021-09-01 | S | D | 1,914 | $275.35 | 13,673,914 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $275.14 to $275.64. 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 | 2021-09-01 | S | D | 4,149 | $274.71 | 13,675,828 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $274.1350 to $275.13. 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. |
| 11 | Common | Common Stock | 2021-09-01 | S | D | 2,283 | $273.70 | 13,679,977 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $273.13 to $274.1250. 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 | 2021-09-01 | S | D | 1,111 | $272.72 | 13,682,260 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $272.08 to $273.07. 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. |
| 13 | Common | Common Stock | 2021-09-01 | S | D | 100 | $270.95 | 13,683,371 | D | — | — | |
| 14 | Common | Common Stock | 2021-09-01 | S | D | 1,084 | $270.28 | 13,683,471 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $269.70 to $270.68. 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. |
| 15 | Common | Common Stock | 2021-09-01 | S | D | 400 | $268.69 | 13,684,555 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $268.46 to $269.27. 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. |
| 16 | Common | Common Stock | 2021-09-01 | S | D | 600 | $267.06 | 13,684,955 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $266.99 to $267.32. 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. |
| 17 | Common | Common Stock | 2021-09-02 | S | D | 250 | $287.98 | 13,661,811 | D | — | — | (F19) The transaction was executed in multiple trades at prices ranging from $287.83 to $288.14. 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. |
| 18 | Common | Common Stock | 2021-09-02 | S | D | 400 | $287.01 | 13,662,061 | D | — | — | (F18) The transaction was executed in multiple trades at prices ranging from $286.70 to $287.33. 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. |
| 19 | Common | Common Stock | 2021-09-02 | S | D | 1,967 | $280.37 | 13,666,895 | D | — | — | (F13) The transaction was executed in multiple trades at prices ranging from $279.95 to $280.93. 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. |