Form 4 for MORN Morningstar, Inc.
Accepted 2021-11-03 00:00:00 ET · period of report 2021-11-01 · accession 0001289419-21-000263 · 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 | 2021-11-03 | 2021-11-01+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $316.03 | -6,024 | 13.45M | -0.0% | -$1.90M |
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 | 2021-11-01 | S | D | 32 | $316.95 | 13,454,068 | D | — | — | |
| 2 | Common | Common Stock | 2021-11-02 | S | D | 1,322 | $315.13 | 13,452,746 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $314.79 to $315.55. 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 | 2021-11-02 | S | D | 977 | $316.19 | 13,451,769 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $315.83 to $316.825. 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 | 2021-11-02 | S | D | 707 | $317.46 | 13,451,062 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $317.29 to $318.02. 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 | 2021-11-01 | S | D | 2,780 | $315.82 | 13,454,100 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $315.75 to $316.40. 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 | 2021-11-02 | S | D | 206 | $318.84 | 13,450,856 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $318.80 to $318.87. 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. |