Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Mar 15, 2022
- Accession no.
- 0001062993-22-007753
- Filed
- Mar 15, 2022
- Trade date
- Mar 11-14, 2022
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Not on the form (before 2023)
This filing lists 13 non-derivative transactions. Open-market sales total $6.12M. 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 |
|---|---|---|---|---|---|---|---|---|
| Mar 11, 2022 | Common Stock | SSaleDisposed | −2,150 | $262.53 | −$564,439.5 | 12,796,892 | Direct | |
| Mar 11, 2022 | Common Stock | SSaleDisposed | −4,451 | $263.46 | −$1,172,660.46 | 12,792,441 | Direct | |
| Mar 11, 2022 | Common Stock | SSaleDisposed | −2,503 | $264.35 | −$661,668.05 | 12,789,938 | Direct | |
| Mar 11, 2022 | Common Stock | SSaleDisposed | −305 | $265.11 | −$80,858.55 | 12,789,633 | Direct | |
| Mar 11, 2022 | Common Stock | SSaleDisposed | −224 | $266.17 | −$59,622.08 | 12,789,409 | Direct | |
| Mar 11, 2022 | Common Stock | SSaleDisposed | −50 | $267.11 | −$13,355.5 | 12,789,359 | Direct | |
| Mar 14, 2022 | Common Stock | SSaleDisposed | −4,630 | $259.92 | −$1,203,429.6 | 12,784,729 | Direct | |
| Mar 14, 2022 | Common Stock | SSaleDisposed | −1,868 | $260.92 | −$487,398.56 | 12,782,861 | Direct | |
| Mar 14, 2022 | Common Stock | SSaleDisposed | −1,183 | $262.03 | −$309,981.49 | 12,781,678 | Direct | |
| Mar 14, 2022 | Common Stock | SSaleDisposed | −1,186 | $263.23 | −$312,190.78 | 12,780,492 | Direct | |
| Mar 14, 2022 | Common Stock | SSaleDisposed | −3,108 | $264.20 | −$821,133.6 | 12,777,384 | Direct | |
| Mar 14, 2022 | Common Stock | SSaleDisposed | −1,472 | $264.95 | −$390,006.4 | 12,775,912 | Direct | |
| Mar 14, 2022 | Common Stock | SSaleDisposed | −171 | $265.72 | −$45,438.12 | 12,775,741 | 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.