Form 4 for MORN Morningstar, Inc.
Accepted 2021-11-09 00:00:00 ET · period of report 2021-11-05 · accession 0001289419-21-000267 · 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 | 2021-11-09 | 2021-11-05+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $312.89 | -7,005 | 13.43M | -0.1% | -$2.19M |
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 | 2021-11-05 | S | D | 938 | $313.61 | 13,435,273 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $313.33 to $314.32. 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 | 2021-11-05 | S | D | 1,158 | $314.86 | 13,434,115 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $314.42 to $315.40. 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. |
| 3 | Common | Common Stock | 2021-11-05 | S | D | 17 | $315.75 | 13,434,098 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $315.43 to $315.97. 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 | 2021-11-05 | S | D | 100 | $317.20 | 13,433,998 | D | — | — | |
| 5 | Common | Common Stock | 2021-11-08 | S | D | 4,580 | $312.13 | 13,429,418 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $311.83 to $312.79. 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 | 2021-11-08 | S | D | 212 | $313.03 | 13,429,206 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $312.845 to $313.32. 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. |