Form 4 for MORN Morningstar, Inc.
Accepted 2021-10-19 00:00:00 ET · period of report 2021-10-15 · accession 0001289419-21-000256 · 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 | 2021-10-19 | 2021-10-15+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $274.21 | -11.1K | 13.46M | -0.1% | -$3.05M |
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 | 2021-10-18 | S | D | 275 | $276.71 | 13,456,880 | D | — | — | (F8) The transaction was executed in multiple trades at prices ranging from $276.63 to $276.89. 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. |
| 2 | Common | Common Stock | 2021-10-15 | S | D | 4,020 | $273.43 | 13,463,979 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $272.81 to $273.80. 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. |
| 3 | Common | Common Stock | 2021-10-15 | S | D | 3,130 | $274.11 | 13,460,849 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $273.82 to $274.5050. 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 | 2021-10-15 | S | D | 250 | $274.91 | 13,460,599 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $274.82 to $275.10. 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. |
| 5 | Common | Common Stock | 2021-10-18 | S | D | 619 | $274.47 | 13,459,980 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $273.59 to $274.58. 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 | 2021-10-18 | S | D | 2,493 | $274.92 | 13,457,487 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $274.59 to $275.57. 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. |
| 7 | Common | Common Stock | 2021-10-18 | S | D | 332 | $276.04 | 13,457,155 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $275.62 to $276.4650. 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. |