Form 4/A for MORN Morningstar, Inc.
Accepted 2021-11-12 00:00:00 ET · period of report 2020-05-01 · accession 0001289419-21-000277 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DA | 2021-11-12 | 2020-05-01 | MORN | FRANCIS CHERYL A | Dir | S - Sale+OE | $151.83 | -874 | 31.3K | -3% | -$132.7K |
| DA | 2021-11-12 | 2020-05-01 | MORN | FRANCIS CHERYL A | Dir | M - OptEx | $57.28 | +2,316 | 32.2K | +8% | +$132.7K |
| DA | 2021-11-12 | 2020-05-01 | MORN | FRANCIS CHERYL A | Dir | M - OptEx | $0.00 | +2,316 | 0 | New | $0 |
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 | 2020-05-01 | S | D | 874 | $151.83 | 31,340 | D | — | — | (F3) This amended Form 4 reports again the reporting person's disposition of stock reported on the original Form 4 and increases the total reported number of shares beneficially owned by 6 to reflect the cumulative impact of rounding of fractional shares in previously reported transactions. |
| 2 | Common | Common Stock | 2020-05-01 | M | A | 2,316 | $57.28 | 32,208 | D | — | — | |
| 3 | Derivative | Stock Options (Right to Buy) | 2020-05-01 | M | A | 2,316 | $0.00 | 0 | D | $57.28 · — to 2021-05-15 | 2,316 Common Stock | (F4) The options became exercisable in three equal installments beginning May 15, 2012. |