William M. Lyons - 08 Aug 2022 Form 4 Insider Report for Morningstar, Inc. (MORN)

Role
Director
Signature
/s/ Patrick Maloney, by power of attorney
Issuer symbol
MORN
Transactions as of
08 Aug 2022
Net transactions value
-$624,812
Form type
4
Filing time
10 Aug 2022, 15:07:27 UTC
Previous filing
17 May 2022
Next filing
17 May 2023
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 $470,013 -1,882 -10% $249.74 16,451 08 Aug 2022 Direct F1
transaction MORN Common Stock Sale $154,800 -618 -3.8% $250.48 15,833 08 Aug 2022 Direct F2
* 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 $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.
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.