Form 4 for MORN Morningstar, Inc.
Accepted 2021-09-16 00:00:00 ET · period of report 2021-09-14 · accession 0001289419-21-000234 · 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 | 2021-09-16 | 2021-09-14+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $273.70 | -20.1K | 13.60M | -0.1% | -$5.50M |
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 | 2021-09-15 | S | D | 3,695 | $275.71 | 13,596,437 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $275.12 to $276.03. 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 | 2021-09-15 | S | D | 1,000 | $276.40 | 13,595,437 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $276.16 to $276.5750. 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 | 2021-09-15 | S | D | 1,505 | $274.58 | 13,600,132 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $274.09 to $275.0550. 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 | 2021-09-15 | S | D | 1,800 | $273.46 | 13,601,637 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $273.05 to $274.01. 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 | 2021-09-14 | S | D | 4,583 | $273.74 | 13,603,991 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $273.25 to $274.23. 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. |
| 6 | Common | Common Stock | 2021-09-14 | S | D | 2,462 | $272.53 | 13,608,574 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $272.2250 to $273.17. 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. |
| 7 | Common | Common Stock | 2021-09-14 | S | D | 4,490 | $271.74 | 13,611,036 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $271.21 to $272.20. 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 | 2021-09-14 | S | D | 554 | $274.43 | 13,603,437 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $274.28 to $274.70. 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. |