Form 4 for MORN Morningstar, Inc.
Accepted 2021-10-04 00:00:00 ET · period of report 2021-09-30 · accession 0001289419-21-000246 · 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 | 2021-10-04 | 2021-09-30+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $261.41 | -12.4K | 13.54M | -0.1% | -$3.25M |
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 | 2021-10-01 | S | D | 2,688 | $259.58 | 13,538,912 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $259.03 to $260.02. 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. |
| 2 | Common | Common Stock | 2021-10-01 | S | D | 1,100 | $258.66 | 13,541,600 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $258.03 to $258.99. 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 | 2021-10-01 | S | D | 100 | $262.07 | 13,532,820 | D | — | — | |
| 4 | Common | Common Stock | 2021-09-30 | S | D | 550 | $266.77 | 13,543,050 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $266.09 to $267.01. 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 | 2021-09-30 | S | D | 850 | $265.37 | 13,543,600 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $264.88 to $265.60. 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 | 2021-09-30 | S | D | 450 | $263.95 | 13,544,450 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $263.80 to $264.10. 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 | 2021-09-30 | S | D | 350 | $263.09 | 13,544,900 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $262.68 to $263.63. 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. |
| 8 | Common | Common Stock | 2021-10-01 | S | D | 2,811 | $260.53 | 13,536,101 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $260.05 to $261.03. 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. |
| 9 | Common | Common Stock | 2021-10-01 | S | D | 3,181 | $261.40 | 13,532,920 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $261.06 to $261.97. 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. |
| 10 | Common | Common Stock | 2021-09-30 | S | D | 350 | $267.93 | 13,542,700 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $267.42 to $268.2250. 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. |