Form 4 for MORN Morningstar, Inc.
Accepted 2021-09-30 00:00:00 ET · period of report 2021-09-28 · accession 0001289419-21-000244 · 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 | 2021-09-30 | 2021-09-28+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $269.14 | -3,747 | 13.55M | -0.0% | -$1.01M |
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 | 2021-09-29 | S | D | 750 | $269.63 | 13,545,850 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $269.36 to $270.05. 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 | 2021-09-29 | S | D | 818 | $268.70 | 13,546,600 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $268.19 to $269.12. 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 | 2021-09-29 | S | D | 1,269 | $267.51 | 13,547,418 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $267.03 to $268.02. 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 | 2021-09-29 | S | D | 600 | $271.31 | 13,545,250 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $270.84 to $271.75. 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 | 2021-09-28 | S | D | 310 | $271.53 | 13,548,687 | D | — | — |