Form 4 for MORN Morningstar, Inc.
Accepted 2021-09-14 00:00:00 ET · period of report 2021-09-10 · accession 0001289419-21-000232 · 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 | 2021-09-14 | 2021-09-10+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $281.48 | -7,371 | 13.62M | -0.1% | -$2.07M |
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 | 2021-09-10 | S | D | 1,571 | $282.89 | 13,615,961 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $282.47 to $283.32. 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. |
| 2 | Common | Common Stock | 2021-09-10 | S | D | 82 | $283.82 | 13,615,879 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $283.80 to $283.85. 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 | 2021-09-10 | S | D | 3,473 | $280.99 | 13,619,424 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $280.46 to $281.44. 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. |
| 4 | Common | Common Stock | 2021-09-13 | S | D | 100 | $279.08 | 13,615,526 | D | — | — | |
| 5 | Common | Common Stock | 2021-09-10 | S | D | 1,892 | $281.75 | 13,617,532 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $281.46 to $282.38. 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 | 2021-09-13 | S | D | 253 | $277.75 | 13,615,626 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $277.38 to $278.28. 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. |