Form 4 for MORN Morningstar, Inc.
Accepted 2021-10-06 00:00:00 ET · period of report 2021-10-05 · accession 0001289419-21-000248 · 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 | 2021-10-06 | 2021-10-05 | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $260.67 | -10.3K | 13.53M | -0.1% | -$2.69M |
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 | 2021-10-05 | S | D | 1,226 | $257.09 | 13,530,748 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $256.72 to $257.60. 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. |
| 2 | Common | Common Stock | 2021-10-05 | S | D | 110 | $258.10 | 13,530,638 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $258.05 to $258.8650. 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 | 2021-10-05 | S | D | 905 | $259.50 | 13,529,733 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $259.06 to $260.05. 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. |
| 4 | Common | Common Stock | 2021-10-05 | S | D | 1,689 | $260.66 | 13,528,044 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $260.13 to $261.1250. 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 | 2021-10-05 | S | D | 472 | $256.35 | 13,531,974 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $255.72 to $256.54. 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 | 2021-10-05 | S | D | 4,329 | $262.67 | 13,522,544 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $262.27 to $263.21. 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 | 2021-10-05 | S | D | 46 | $263.45 | 13,522,498 | D | — | — | |
| 8 | Common | Common Stock | 2021-10-05 | S | D | 374 | $255.34 | 13,532,446 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $254.71 to $255.65. 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 | 2021-10-05 | S | D | 1,171 | $261.56 | 13,526,873 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $261.23 to $262.20. 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. |