Form 4 for MORN Morningstar, Inc.
Accepted 2021-09-22 00:00:00 ET · period of report 2021-09-20 · accession 0001289419-21-000238 · 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 | 2021-09-22 | 2021-09-20+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $273.51 | -6,592 | 13.58M | -0.0% | -$1.80M |
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 | 2021-09-20 | S | D | 1,095 | $275.05 | 13,582,391 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $274.87 to $275.69. 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 | 2021-09-20 | S | D | 100 | $275.87 | 13,582,291 | D | — | — | |
| 3 | Common | Common Stock | 2021-09-21 | S | D | 3,792 | $272.83 | 13,578,499 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $272.41 to $273.28. 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. |
| 4 | Common | Common Stock | 2021-09-21 | S | D | 1,457 | $273.79 | 13,577,042 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $273.45 to $274.4450. 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. |
| 5 | Common | Common Stock | 2021-09-21 | S | D | 148 | $275.05 | 13,576,894 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $274.4550 to $275.08. 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. |