Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Feb 25, 2022
- Accession no.
- 0001062993-22-005638
- Filed
- Feb 25, 2022
- Trade date
- Feb 23-24, 2022
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Not on the form (before 2023)
This filing lists 8 non-derivative transactions. Open-market sales total $4.73M. 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 23, 2022 | Common Stock | SSaleDisposed | −1,507 | $269.60 | −$406,287.2 | 12,905,890 | Direct | |
| Feb 23, 2022 | Common Stock | SSaleDisposed | −1,759 | $270.57 | −$475,932.63 | 12,904,131 | Direct | |
| Feb 23, 2022 | Common Stock | SSaleDisposed | −797 | $271.63 | −$216,489.11 | 12,903,334 | Direct | |
| Feb 23, 2022 | Common Stock | SSaleDisposed | −184 | $272.57 | −$50,152.88 | 12,903,150 | Direct | |
| Feb 24, 2022 | Common Stock | SSaleDisposed | −3,650 | $263.92 | −$963,308 | 12,899,500 | Direct | |
| Feb 24, 2022 | Common Stock | SSaleDisposed | −3,991 | $265.12 | −$1,058,093.92 | 12,895,509 | Direct | |
| Feb 24, 2022 | Common Stock | SSaleDisposed | −5,057 | $266.08 | −$1,345,566.56 | 12,890,452 | Direct | |
| Feb 24, 2022 | Common Stock | SSaleDisposed | −801 | $266.80 | −$213,706.8 | 12,889,651 | 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.