Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Mar 11, 2022
- Accession no.
- 0001062993-22-007396
- Filed
- Mar 11, 2022
- Trade date
- Mar 9-10, 2022
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Not on the form (before 2023)
This filing lists 9 non-derivative transactions. Open-market sales total $3.25M. 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 9, 2022 | Common Stock | SSaleDisposed | −810 | $263.46 | −$213,402.6 | 12,810,319 | Direct | |
| Mar 9, 2022 | Common Stock | SSaleDisposed | −325 | $264.24 | −$85,878 | 12,809,994 | Direct | |
| Mar 9, 2022 | Common Stock | SSaleDisposed | −800 | $265.85 | −$212,680 | 12,809,194 | Direct | |
| Mar 9, 2022 | Common Stock | SSaleDisposed | −889 | $267.66 | −$237,949.74 | 12,808,305 | Direct | |
| Mar 9, 2022 | Common Stock | SSaleDisposed | −1,510 | $268.52 | −$405,465.2 | 12,806,795 | Direct | |
| Mar 9, 2022 | Common Stock | SSaleDisposed | −4,633 | $269.60 | −$1,249,056.8 | 12,802,162 | Direct | |
| Mar 9, 2022 | Common Stock | SSaleDisposed | −1,936 | $270.38 | −$523,455.68 | 12,800,226 | Direct | |
| Mar 9, 2022 | Common Stock | SSaleDisposed | −1,034 | $271.33 | −$280,555.22 | 12,799,192 | Direct | |
| Mar 10, 2022 | Common Stock | SSaleDisposed | −150 | $268.66 | −$40,299 | 12,799,042 | 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.