Form 4 for MORN Morningstar, Inc.
Accepted 2021-09-08 00:00:00 ET · period of report 2021-09-03 · accession 0001289419-21-000228 · 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 | 2021-09-08 | 2021-09-03+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $279.14 | -18.8K | 13.65M | -0.1% | -$5.25M |
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 | 2021-09-07 | S | D | 6,171 | $279.92 | 13,644,055 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $279.46 to $280.42. 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. |
| 2 | Common | Common Stock | 2021-09-03 | S | D | 550 | $276.78 | 13,660,146 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $276.52 to $277.34. 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 | 2021-09-03 | S | D | 200 | $279.70 | 13,652,311 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $279.68 to $279.72. 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 | 2021-09-03 | S | D | 1,650 | $278.12 | 13,658,496 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $277.58 to $278.55. 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. |
| 5 | Common | Common Stock | 2021-09-07 | S | D | 1,041 | $280.67 | 13,643,014 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $280.46 to $281.31. 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 | 2021-09-03 | S | D | 1,115 | $275.71 | 13,660,696 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $275.41 to $276.25. 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 | 2021-09-07 | S | D | 2,085 | $279.11 | 13,650,226 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $278.45 to $279.4450. 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 | 2021-09-03 | S | D | 5,985 | $279.19 | 13,652,511 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $278.58 to $279.56. 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. |