Bevin Desmond - 10 Nov 2022 Form 4 Insider Report for Morningstar, Inc. (MORN)

Role
Chief Talent & Culture Officer
Signature
/s/ Patrick Maloney, by power of attorney
Issuer symbol
MORN
Transactions as of
10 Nov 2022
Net transactions value
-$2,417,508
Form type
4
Filing time
14 Nov 2022, 15:13:25 UTC
Previous filing
17 May 2022
Next filing
17 Nov 2022
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MORN Common Stock Sale $840,482 -3,484 -16% $241.24 17,723 10 Nov 2022 By spouse F1
transaction MORN Common Stock Sale $1,505,599 -6,222 -35% $241.98 11,501 10 Nov 2022 By Spouse F2
transaction MORN Common Stock Sale $71,427 -294 -2.6% $242.95 11,207 10 Nov 2022 By Spouse F3
holding MORN Common Stock 24,096 10 Nov 2022 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The transaction was executed in multiple trades at prices ranging from $240.6800 to $241.6600. 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.
F2 The transaction was executed in multiple trades at prices ranging from $241.7000 to $242.5100. 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.
F3 The transaction was executed in multiple trades at prices ranging from $242.9000 to $242.9700. 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.