Bevin Desmond - Nov 10, 2022 Form 4 Insider Report for Morningstar, Inc. (MORN)

Role
Chief Talent & Culture Officer
Signature
/s/ Patrick Maloney, by power of attorney
Stock symbol
MORN
Transactions as of
Nov 10, 2022
Transactions value $
-$2,417,508
Form type
4
Date filed
11/14/2022, 03:13 PM
Previous filing
May 17, 2022
Next filing
Nov 17, 2022

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MORN Common Stock Sale -$840K -3.48K -16.43% $241.24 17.7K Nov 10, 2022 By spouse F1
transaction MORN Common Stock Sale -$1.51M -6.22K -35.11% $241.98 11.5K Nov 10, 2022 By Spouse F2
transaction MORN Common Stock Sale -$71.4K -294 -2.56% $242.95 11.2K Nov 10, 2022 By Spouse F3
holding MORN Common Stock 24.1K Nov 10, 2022 Direct
* 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 $240.6800 to $241.6600. 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 $241.7000 to $242.5100. 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.
F3 The transaction was executed in multiple trades at prices ranging from $242.9000 to $242.9700. 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.