JASON DUBINSKY - 22 Nov 2021 Form 4 Insider Report for Morningstar, Inc. (MORN)

Signature
/s/Patrick Maloney, by power of attorney
Issuer symbol
MORN
Transactions as of
22 Nov 2021
Net transactions value
-$959,116
Form type
4
Filing time
23 Nov 2021, 12:45:23 UTC
Previous filing
18 Nov 2021
Next filing
03 Mar 2022

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MORN Common Stock Sale $242,181 -765 -3.7% $316.58 19,790 22 Nov 2021 Direct F1
transaction MORN Common Stock Sale $111,276 -350 -1.8% $317.93 19,440 22 Nov 2021 Direct F2
transaction MORN Common Stock Sale $241,288 -755 -3.9% $319.59 18,685 22 Nov 2021 Direct F3
transaction MORN Common Stock Sale $361,800 -1,129 -6% $320.46 17,556 22 Nov 2021 Direct F4
transaction MORN Common Stock Sale $2,570 -8 -0.05% $321.30 17,548 22 Nov 2021 Direct F5
* 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 $316.17 to $317.05. The price reported above reflects the weighted average sales 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 $317.49 to $318.39. The price reported above reflects the weighted average sales 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 $319.06 to $320.00. The price reported above reflects the weighted average sales 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.
F4 The transaction was executed in multiple trades at prices ranging from $320.06 to $321.00. The price reported above reflects the weighted average sales 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.
F5 The transaction was executed in multiple trades at prices ranging from $321.19 to $321.41. The price reported above reflects the weighted average sales 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.