X0306
4
2021-03-11
0001289419
Morningstar, Inc.
MORN
0001324069
Mansueto Joseph D
C/O MORNINGSTAR, INC.
22 WEST WASHINGTON STREET
CHICAGO
IL
60602
1
1
1
0
Executive Chairman
Common Stock
2021-03-11
4
S
0
7118
243.6005
D
18884149
D
Common Stock
2021-03-11
4
S
0
2824
244.2703
D
18881325
D
Common Stock
2021-03-11
4
S
0
321
245.4211
D
18881004
D
Common Stock
2021-03-11
4
S
0
3
247.05
D
18881001
D
Common Stock
2021-03-12
4
S
0
6843
243.6467
D
18874158
D
Common Stock
2021-03-12
4
S
0
1004
244.1226
D
18873154
D
Common Stock
150000
I
ByTrust
The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 5, 2019.
The transaction was executed in multiple trades at prices ranging from $243.025 to $244.00. 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.
The transaction was executed in multiple trades at prices ranging from $244.04 to $244.94. 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.
The transaction was executed in multiple trades at prices ranging from $245.10 to $245.925. 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.
The transaction was executed in multiple trades at prices ranging from $242.99 to $243.98. 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.
The transaction was executed in multiple trades at prices ranging from $243.99 to $244.34. 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.
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.
/s/ Patrick Maloney, by power of attorney
2021-03-15