Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Mar 1, 2022
- Accession no.
- 0001062993-22-006171
- Filed
- Mar 1, 2022
- Trade date
- Feb 25-28, 2022
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Not on the form (before 2023)
This filing lists 18 non-derivative transactions. Open-market sales total $8.69M. It was filed 4 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 25, 2022 | Common Stock | SSaleDisposed | −1,050 | $266.61 | −$279,940.5 | 12,888,601 | Direct | |
| Feb 25, 2022 | Common Stock | SSaleDisposed | −781 | $267.98 | −$209,292.38 | 12,887,820 | Direct | |
| Feb 25, 2022 | Common Stock | SSaleDisposed | −543 | $268.92 | −$146,023.56 | 12,887,277 | Direct | |
| Feb 25, 2022 | Common Stock | SSaleDisposed | −400 | $270.21 | −$108,084 | 12,886,877 | Direct | |
| Feb 25, 2022 | Common Stock | SSaleDisposed | −803 | $271.35 | −$217,894.05 | 12,886,074 | Direct | |
| Feb 25, 2022 | Common Stock | SSaleDisposed | −510 | $273.01 | −$139,235.1 | 12,885,564 | Direct | |
| Feb 25, 2022 | Common Stock | SSaleDisposed | −1,350 | $273.87 | −$369,724.5 | 12,884,214 | Direct | |
| Feb 25, 2022 | Common Stock | SSaleDisposed | −1,200 | $275.48 | −$330,576 | 12,883,014 | Direct | |
| Feb 25, 2022 | Common Stock | SSaleDisposed | −2,291 | $276.37 | −$633,163.67 | 12,880,723 | Direct | |
| Feb 25, 2022 | Common Stock | SSaleDisposed | −2,415 | $277.46 | −$670,065.9 | 12,878,308 | Direct | |
| Feb 25, 2022 | Common Stock | SSaleDisposed | −2,250 | $278.37 | −$626,332.5 | 12,876,058 | Direct | |
| Feb 25, 2022 | Common Stock | SSaleDisposed | −1,672 | $279.49 | −$467,307.28 | 12,874,386 | Direct | |
| Feb 25, 2022 | Common Stock | SSaleDisposed | −2,760 | $280.71 | −$774,759.6 | 12,871,626 | Direct | |
| Feb 25, 2022 | Common Stock | SSaleDisposed | −997 | $281.48 | −$280,635.56 | 12,870,629 | Direct | |
| Feb 28, 2022 | Common Stock | SSaleDisposed | −10,884 | $280.87 | −$3,056,989.08 | 12,859,745 | Direct | |
| Feb 28, 2022 | Common Stock | SSaleDisposed | −938 | $281.95 | −$264,469.1 | 12,858,807 | Direct | |
| Feb 28, 2022 | Common Stock | SSaleDisposed | −200 | $283.10 | −$56,620 | 12,858,607 | Direct | |
| Feb 28, 2022 | Common Stock | SSaleDisposed | −200 | $284.75 | −$56,950 | 12,858,407 | 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.