Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Mar 17, 2022
- Accession no.
- 0001062993-22-007973
- Filed
- Mar 17, 2022
- Trade date
- Mar 15-16, 2022
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Not on the form (before 2023)
This filing lists 16 non-derivative transactions. Open-market sales total $8.68M. 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 15, 2022 | Common Stock | SSaleDisposed | −140 | $258.53 | −$36,194.2 | 12,775,601 | Direct | |
| Mar 15, 2022 | Common Stock | SSaleDisposed | −1,084 | $260.93 | −$282,848.12 | 12,774,517 | Direct | |
| Mar 15, 2022 | Common Stock | SSaleDisposed | −6,892 | $261.82 | −$1,804,463.44 | 12,767,625 | Direct | |
| Mar 15, 2022 | Common Stock | SSaleDisposed | −3,031 | $262.68 | −$796,183.08 | 12,764,594 | Direct | |
| Mar 15, 2022 | Common Stock | SSaleDisposed | −3,156 | $263.82 | −$832,615.92 | 12,761,438 | Direct | |
| Mar 15, 2022 | Common Stock | SSaleDisposed | −751 | $264.74 | −$198,819.74 | 12,760,687 | Direct | |
| Mar 16, 2022 | Common Stock | SSaleDisposed | −800 | $261.84 | −$209,472 | 12,759,887 | Direct | |
| Mar 16, 2022 | Common Stock | SSaleDisposed | −977 | $262.82 | −$256,775.14 | 12,758,910 | Direct | |
| Mar 16, 2022 | Common Stock | SSaleDisposed | −549 | $263.74 | −$144,793.26 | 12,758,361 | Direct | |
| Mar 16, 2022 | Common Stock | SSaleDisposed | −1,683 | $265.20 | −$446,331.6 | 12,756,678 | Direct | |
| Mar 16, 2022 | Common Stock | SSaleDisposed | −1,856 | $266.24 | −$494,141.44 | 12,754,822 | Direct | |
| Mar 16, 2022 | Common Stock | SSaleDisposed | −3,300 | $267.36 | −$882,288 | 12,751,522 | Direct | |
| Mar 16, 2022 | Common Stock | SSaleDisposed | −5,333 | $268.30 | −$1,430,843.9 | 12,746,189 | Direct | |
| Mar 16, 2022 | Common Stock | SSaleDisposed | −2,228 | $269.19 | −$599,755.32 | 12,743,961 | Direct | |
| Mar 16, 2022 | Common Stock | SSaleDisposed | −851 | $270.17 | −$229,914.67 | 12,743,110 | Direct | |
| Mar 16, 2022 | Common Stock | SSaleDisposed | −111 | $271.09 | −$30,090.99 | 12,742,999 | 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.