Form 4 for MORN Morningstar, Inc.
Accepted 2021-10-08 00:00:00 ET · period of report 2021-10-06 · accession 0001289419-21-000250 · 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 | 2021-10-08 | 2021-10-06+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $268.40 | -19.0K | 13.51M | -0.1% | -$5.11M |
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 | 2021-10-06 | S | D | 2,126 | $264.77 | 13,517,676 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $264.25 to $265.24. 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 | 2021-10-06 | S | D | 1,580 | $265.75 | 13,516,096 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $265.32 to $266.26. 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 | 2021-10-06 | S | D | 1,594 | $266.57 | 13,514,502 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $266.36 to $267.03. 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. |
| 4 | Common | Common Stock | 2021-10-07 | S | D | 329 | $268.22 | 13,514,173 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $267.74 to $268.64. 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 | 2021-10-07 | S | D | 258 | $269.33 | 13,513,915 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $268.75 to $269.46. 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. |
| 6 | Common | Common Stock | 2021-10-07 | S | D | 2,598 | $270.33 | 13,511,317 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $269.79 to $270.78. 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 | 2021-10-06 | S | D | 1,246 | $263.54 | 13,519,802 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $263.1250 to $264.12. 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. |
| 8 | Common | Common Stock | 2021-10-07 | S | D | 2,095 | $272.07 | 13,503,466 | D | — | — | (F11) The transaction was executed in multiple trades at prices ranging from $271.8150 to $272.49. 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 | 2021-10-06 | S | D | 1,450 | $262.51 | 13,521,048 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $262.03 to $263.0050. 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 | 2021-10-07 | S | D | 5,756 | $271.26 | 13,505,561 | D | — | — | (F10) The transaction was executed in multiple trades at prices ranging from $270.81 to $271.80. 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. |