Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Feb 23, 2022
- Accession no.
- 0001062993-22-005379
- Filed
- Feb 23, 2022
- Trade date
- Feb 18-22, 2022
- Filing delay
- 5 days
- Rule 10b5-1 plan
- Not on the form (before 2023)
This filing lists 6 non-derivative transactions. Open-market sales total $3.93M. It was filed 5 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 18, 2022 | Common Stock | SSaleDisposed | −4,953 | $273.26 | −$1,353,456.78 | 12,916,808 | Direct | |
| Feb 18, 2022 | Common Stock | SSaleDisposed | −3,426 | $274.12 | −$939,135.12 | 12,913,382 | Direct | |
| Feb 18, 2022 | Common Stock | SSaleDisposed | −1,240 | $275.09 | −$341,111.6 | 12,912,142 | Direct | |
| Feb 18, 2022 | Common Stock | SSaleDisposed | −200 | $275.89 | −$55,178 | 12,911,942 | Direct | |
| Feb 22, 2022 | Common Stock | SSaleDisposed | −4,344 | $273.10 | −$1,186,346.4 | 12,907,598 | Direct | |
| Feb 22, 2022 | Common Stock | SSaleDisposed | −201 | $273.97 | −$55,067.97 | 12,907,397 | 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.