TSAY CAROLINE J sold 14.3% of their position (963.00 shares) of MORNINGSTAR, INC. on the open market
Open‑market sale worth $226.9K — a moderate reduction. Review remaining holdings and any 10b5‑1 plan disclosures.
S · 2 sales
Filed: 5/20/2022ACC: 0001062993-22-013108
-963.00
Net shares
Net seller
$226.9K
Total sold
2
Open market trades
0B · 2S
2
Total transactions
963.00 disposed
Non-Derivative Transactions2
Common Stock
Direct
Shares
−369.00
Price / share
$227.53
Trade value
$83.96K
% of position
5.5%
5/19/2022
6.71K→6.34K
Common Stock
Direct
Shares
−594.00
Price / share
$240.66
Trade value
$142.95K
% of position
9.4%
5/20/2022
6.34K→5.75K
Total
Net shares
−963.00
Net value
-$226.91K
| Security | Date | Type | Shares | Price / Share | Trade Value | % of Position | Held Before | Held After |
|---|---|---|---|---|---|---|---|---|
| Common Stock Direct | 5/19/2022 | S · Sale | −369.00 | $227.53 | $83.96K | 5.5% | 6.71K | 6.34K |
| Common Stock Direct | 5/20/2022 | S · Sale | −594.00 | $240.66 | $142.95K | 9.4% | 6.34K | 5.75K |
| Total | −963.00 | -$226.91K | ||||||
Derivative Transactions0
No derivative transactions reported