Form 4 for MORN Morningstar, Inc.
Accepted 2021-09-10 00:00:00 ET · period of report 2021-09-08 · accession 0001289419-21-000230 · 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 | 2021-09-10 | 2021-09-08+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $280.13 | -20.1K | 13.63M | -0.1% | -$5.64M |
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 | 2021-09-09 | S | D | 1,278 | $283.49 | 13,622,897 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $283.2650 to $284.18. 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 | 2021-09-09 | S | D | 3,091 | $282.72 | 13,624,175 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $282.24 to $283.23. 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 | 2021-09-09 | S | D | 100 | $280.30 | 13,630,583 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $280.10 to $280.52. 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 | 2021-09-09 | S | D | 100 | $278.11 | 13,630,683 | D | — | — | |
| 5 | Common | Common Stock | 2021-09-08 | S | D | 1,360 | $279.28 | 13,630,783 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $279.1050 to $279.66. 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 | 2021-09-08 | S | D | 10,871 | $278.63 | 13,632,143 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $278.10 to $279.09. 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 | 2021-09-09 | S | D | 3,317 | $281.73 | 13,627,266 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $281.22 to $282.19. 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. |