Key facts
- This page summarizes William M. Lyons's Form 4 filing for Morningstar, Inc. (MORN).
- 2 reported transactions and 0 derivative rows are listed below.
- Accepted by SEC: 10 Aug 2022, 15:07.
William M. Lyons - 08 Aug 2022 Form 4 Insider Report for Morningstar, Inc. (MORN)
- Reporting relationship
- Director
- Issuer ticker
- MORN
- Reported as of
- 08 Aug 2022
- Net transaction value
- -$624,812
- SEC form
- 4
- Accepted by SEC
- 10 Aug 2022, 15:07:27 UTC
- Prior SEC filing
- 17 May 2022
- Next SEC filing
- 17 May 2023
- Source filing
- View source filing
- Reporting owner signature
- /s/ Patrick Maloney, by power of attorney
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
William M. Lyons filed Form 4 for Morningstar, Inc. (MORN) on 10 Aug 2022.
Change
- Previous filing in this sequence was filed on 17 May 2022.
- Current net transaction value: -$624,812.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
MORN
transaction
Common Stock
Sale
- Transaction value
- $470,013
- Shares
- -1,882
- Change %
- -10%
- Price
- $249.74
- Shares after
- 16,451
- Date
- 08 Aug 2022
- Ownership
- Direct
- Footnotes
- F1
MORN
transaction
Common Stock
Sale
- Transaction value
- $154,800
- Shares
- -618
- Change %
- -3.8%
- Price
- $250.48
- Shares after
- 15,833
- Date
- 08 Aug 2022
- Ownership
- Direct
- Footnotes
- F2
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 2 footnotes
Footnote F1
The transaction was executed in multiple trades at prices ranging from $249.2500 to $250.2290. 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.
Footnote F2
The transaction was executed in multiple trades at prices ranging from $250.2700 to $250.6360. 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.