Joseph D. Mansueto - Sep 22, 2022 Form 4 Insider Report for Morningstar, Inc. (MORN)

Role
Executive Chairman, Director, 10%+ Owner
Signature
/s/ Patrick Maloney, by power of attorney
Stock symbol
MORN
Transactions as of
Sep 22, 2022
Transactions value $
-$26,002
Form type
4
Date filed
9/26/2022, 11:16 AM
Previous filing
Sep 22, 2022
Next filing
Sep 28, 2022

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MORN Common Stock Sale -$4.39K -20 0% $219.27 12.2M Sep 22, 2022 Direct F1
transaction MORN Common Stock Sale -$21.6K -100 0% $216.17 12.2M Sep 23, 2022 Direct F1
holding MORN Common Stock 4.5M Sep 22, 2022 By Trust F2
holding MORN Common Stock 150K Sep 22, 2022 By Trust F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 9, 2022.
F2 The shares are held in grantor retained annuity trusts for the benefit of the reporting person and his children. The reporting person serves as trustee of the grantor retained annuity trusts.
F3 The shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts.