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

Role
Chief Financial Officer
Signature
/s/Patrick Maloney, by power of attorney
Stock symbol
MORN
Transactions as of
Nov 22, 2021
Transactions value $
-$959,116
Form type
4
Date filed
11/23/2021, 12:45 PM
Previous filing
Nov 18, 2021
Next filing
Mar 3, 2022

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MORN Common Stock Sale -$242K -765 -3.72% $316.58 19.8K Nov 22, 2021 Direct F1
transaction MORN Common Stock Sale -$111K -350 -1.77% $317.93 19.4K Nov 22, 2021 Direct F2
transaction MORN Common Stock Sale -$241K -755 -3.88% $319.59 18.7K Nov 22, 2021 Direct F3
transaction MORN Common Stock Sale -$362K -1.13K -6.04% $320.46 17.6K Nov 22, 2021 Direct F4
transaction MORN Common Stock Sale -$2.57K -8 -0.05% $321.30 17.5K Nov 22, 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.