Form 4 for MORN Morningstar, Inc.
Accepted 2021-09-28 00:00:00 ET · period of report 2021-09-24 · accession 0001289419-21-000242 · 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 | 2021-09-28 | 2021-09-24+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $278.17 | -9,884 | 13.55M | -0.1% | -$2.75M |
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 | 2021-09-24 | S | D | 6,241 | $278.10 | 13,551,221 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $277.54 to $278.52. 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. |
| 2 | Common | Common Stock | 2021-09-24 | S | D | 1,612 | $279.05 | 13,549,609 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $278.5650 to $279.4250. 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 | 2021-09-27 | S | D | 250 | $277.68 | 13,548,997 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $277.65 to $278.06. 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 | 2021-09-24 | S | D | 1,419 | $277.13 | 13,557,462 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $276.53 to $277.51. 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. |
| 5 | Common | Common Stock | 2021-09-24 | S | D | 362 | $279.85 | 13,549,247 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $279.65 to $280.16. 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. |