Form 4 for MORN Morningstar, Inc.
Accepted 2021-10-13 00:00:00 ET · period of report 2021-10-08 · accession 0001289419-21-000252 · 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 | 2021-10-13 | 2021-10-08+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $289.91 | -19.7K | 13.48M | -0.1% | -$5.70M |
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 | 2021-10-11 | S | D | 698 | $274.12 | 13,488,326 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $273.9750 to $274.57. 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 | 2021-10-12 | S | D | 3,503 | $368.79 | 13,484,823 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $268.47 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. |
| 3 | Common | Common Stock | 2021-10-11 | S | D | 2,149 | $273.41 | 13,489,024 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $272.97 to $273.93. 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 | 2021-10-11 | S | D | 1,700 | $272.48 | 13,491,173 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $271.97 to $272.96. 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 | 2021-10-08 | S | D | 150 | $274.74 | 13,492,873 | D | — | — | |
| 6 | Common | Common Stock | 2021-10-08 | S | D | 2,808 | $273.93 | 13,493,023 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $273.52 to $274.50. 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 | 2021-10-08 | S | D | 4,845 | $272.97 | 13,495,831 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $272.52 to $273.49. 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. |
| 8 | Common | Common Stock | 2021-10-08 | S | D | 2,790 | $271.89 | 13,500,676 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $271.51 to $272.46. 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. |
| 9 | Common | Common Stock | 2021-10-12 | S | D | 1,023 | $269.58 | 13,483,800 | D | — | — | (F9) The transaction was executed in multiple trades at prices ranging from $269.47 to $269.89. 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. |