Form 4 for MORN Morningstar, Inc.
Accepted 2021-11-12 00:00:00 ET · period of report 2021-11-09 · accession 0001289419-21-000271 · 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 | 2021-11-12 | 2021-11-09+ | MORN | Mansueto Joseph D | Executive COB, Dir, 10% | S - Sale | $312.19 | -16.2K | 13.42M | -0.1% | -$5.07M |
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 | 2021-11-09 | S | D | 2,754 | $312.30 | 13,422,467 | D | — | — | (F3) The transaction was executed in multiple trades at prices ranging from $312.04 to $312.81. 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 | 2021-11-10 | S | D | 126 | $314.69 | 13,412,958 | D | — | — | (F7) The transaction was executed in multiple trades at prices ranging from $314.245 to $314.80. 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 | 2021-11-10 | S | D | 1,979 | $312.53 | 13,416,215 | D | — | — | (F5) The transaction was executed in multiple trades at prices ranging from $312.10 to $313.05. 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 | 2021-11-10 | S | D | 3,131 | $313.51 | 13,413,084 | D | — | — | (F6) The transaction was executed in multiple trades at prices ranging from $313.175 to $313.885. 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 | 2021-11-09 | S | D | 3,985 | $311.49 | 13,425,221 | D | — | — | (F2) The transaction was executed in multiple trades at prices ranging from $311.04 to $312.03. 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 | 2021-11-10 | S | D | 4,273 | $311.59 | 13,418,194 | D | — | — | (F4) The transaction was executed in multiple trades at prices ranging from $311.07 to $312.05. 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. |