Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Mar 9, 2022
- Accession no.
- 0001062993-22-007117
- Filed
- Mar 9, 2022
- Trade date
- Mar 7-8, 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 $3.53M. 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 |
|---|---|---|---|---|---|---|---|---|
| Mar 7, 2022 | Common Stock | SSaleDisposed | −579 | $266.43 | −$154,262.97 | 12,824,253 | Direct | |
| Mar 8, 2022 | Common Stock | SSaleDisposed | −1,934 | $254.78 | −$492,744.52 | 12,822,319 | Direct | |
| Mar 8, 2022 | Common Stock | SSaleDisposed | −2,936 | $256.00 | −$751,616 | 12,819,383 | Direct | |
| Mar 8, 2022 | Common Stock | SSaleDisposed | −3,353 | $257.09 | −$862,022.77 | 12,816,030 | Direct | |
| Mar 8, 2022 | Common Stock | SSaleDisposed | −1,934 | $257.97 | −$498,913.98 | 12,814,096 | Direct | |
| Mar 8, 2022 | Common Stock | SSaleDisposed | −2,123 | $259.14 | −$550,154.22 | 12,811,973 | Direct | |
| Mar 8, 2022 | Common Stock | SSaleDisposed | −844 | $260.11 | −$219,532.84 | 12,811,129 | 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.