Form 4 for MORN Morningstar, Inc.
Accepted 2021-10-15 00:00:00 ET · period of report 2021-10-13 · accession 0001289419-21-000254 · 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 | 2021-10-15 | 2021-10-13+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $269.26 | -15.8K | 13.48M | -0.1% | -$4.25M |
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 | 2021-10-14 | S | D | 1,609 | $270.38 | 13,473,399 | D | — | — | (F6) 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. |
| 2 | Common | Common Stock | 2021-10-13 | S | D | 2,158 | $267.99 | 13,476,108 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $267.61 to $268.50. 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. |
| 3 | Common | Common Stock | 2021-10-13 | S | D | 5,534 | $267.14 | 13,478,266 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $266.61 to $267.60. 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. |
| 4 | Common | Common Stock | 2021-10-14 | S | D | 3,109 | $271.36 | 13,470,290 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $270.79 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 | 2021-10-14 | S | D | 2,291 | $272.10 | 13,467,999 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $271.80 to $272.45. 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 | 2021-10-13 | S | D | 600 | $268.89 | 13,475,508 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $268.76 to $269.25. 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 | 2021-10-14 | S | D | 500 | $269.04 | 13,475,008 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $268.73 to $269.21. 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. |