Form 4 for MORN Morningstar, Inc.
Accepted 2021-09-24 00:00:00 ET · period of report 2021-09-22 · accession 0001289419-21-000240 · 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 | 2021-09-24 | 2021-09-22+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $274.58 | -18.0K | 13.57M | -0.1% | -$4.95M |
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 | 2021-09-23 | S | D | 1,927 | $277.80 | 13,558,881 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $277.65 to $278.44. 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. |
| 2 | Common | Common Stock | 2021-09-23 | S | D | 3,788 | $277.25 | 13,560,808 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $276.65 to $277.63. 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 | 2021-09-23 | S | D | 887 | $275.97 | 13,564,596 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $275.65 to $276.46. 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 | 2021-09-23 | S | D | 779 | $274.76 | 13,565,483 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $274.50 to $275.37. 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 | 2021-09-23 | S | D | 1,107 | $273.96 | 13,566,262 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $273.3950 to $274.3750. 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 | 2021-09-23 | S | D | 489 | $273.10 | 13,567,369 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $272.38 to $273.31. 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. |
| 7 | Common | Common Stock | 2021-09-22 | S | D | 1,040 | $273.68 | 13,567,858 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $273.53 to $274.36. 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 | 2021-09-22 | S | D | 2,860 | $272.03 | 13,574,034 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $271.53 to $272.5150. 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. |
| 9 | Common | Common Stock | 2021-09-22 | S | D | 5,136 | $273.01 | 13,568,898 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $272.53 to $273.51. 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. |