Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Feb 17, 2022
- Accession no.
- 0001062993-22-004717
- Filed
- Feb 17, 2022
- Trade date
- Feb 15-16, 2022
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Not on the form (before 2023)
This filing lists 7 non-derivative transactions. Open-market sales total $5.13M. It was filed 2 days after the trade.
Reporting owners
A Form 4 can have several reporting owners, such as a person and a fund they control. Trade tables show the first one.
| Owner | Relationship to the company |
|---|---|
| Mansueto Joseph DCIK 0001324069 | Director, Officer (Executive Chairman), 10% Owner |
Non-derivative securities (Table I)
Acquisitions and disposals of common stock and similar shares, one row per line on the filing.
| Trade date | Security | Transaction | Shares | Price | Value | Shares after | Ownership | Flags |
|---|---|---|---|---|---|---|---|---|
| Feb 15, 2022 | Common Stock | SSaleDisposed | −1,150 | $280.23 | −$322,264.5 | 12,938,811 | Direct | |
| Feb 15, 2022 | Common Stock | SSaleDisposed | −3,458 | $281.16 | −$972,251.28 | 12,935,353 | Direct | |
| Feb 15, 2022 | Common Stock | SSaleDisposed | −4,853 | $282.02 | −$1,368,643.06 | 12,930,500 | Direct | |
| Feb 15, 2022 | Common Stock | SSaleDisposed | −2,063 | $283.10 | −$584,035.3 | 12,928,437 | Direct | |
| Feb 15, 2022 | Common Stock | SSaleDisposed | −1,723 | $284.18 | −$489,642.14 | 12,926,714 | Direct | |
| Feb 15, 2022 | Common Stock | SSaleDisposed | −525 | $284.86 | −$149,551.5 | 12,926,189 | Direct | |
| Feb 16, 2022 | Common Stock | SSaleDisposed | −4,428 | $281.05 | −$1,244,489.4 | 12,921,761 | Direct |
Footnotes and remarks
Livermore keeps the footnotes that transaction prices refer to, all footnotes of amendments (Form 4/A) and the filing's remarks. Other footnotes, such as how indirect holdings are held or the details of a trading plan, are only in the original on SEC EDGAR.
No transaction price on this filing refers to a footnote.