Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Mar 21, 2022
- Accession no.
- 0001062993-22-008210
- Filed
- Mar 21, 2022
- Trade date
- Mar 17-18, 2022
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Not on the form (before 2023)
This filing lists 15 non-derivative transactions. Open-market sales total $7.13M. 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 17, 2022 | Common Stock | SSaleDisposed | −1,738 | $268.92 | −$467,382.96 | 12,741,261 | Direct | |
| Mar 17, 2022 | Common Stock | SSaleDisposed | −1,374 | $270.01 | −$370,993.74 | 12,739,887 | Direct | |
| Mar 17, 2022 | Common Stock | SSaleDisposed | −832 | $270.87 | −$225,363.84 | 12,739,055 | Direct | |
| Mar 17, 2022 | Common Stock | SSaleDisposed | −296 | $272.56 | −$80,677.76 | 12,738,759 | Direct | |
| Mar 17, 2022 | Common Stock | SSaleDisposed | −1,709 | $273.72 | −$467,787.48 | 12,737,050 | Direct | |
| Mar 17, 2022 | Common Stock | SSaleDisposed | −3,114 | $274.96 | −$856,225.44 | 12,733,936 | Direct | |
| Mar 17, 2022 | Common Stock | SSaleDisposed | −2,643 | $275.61 | −$728,437.23 | 12,731,293 | Direct | |
| Mar 18, 2022 | Common Stock | SSaleDisposed | −150 | $274.97 | −$41,245.5 | 12,731,143 | Direct | |
| Mar 18, 2022 | Common Stock | SSaleDisposed | −1,170 | $277.03 | −$324,125.1 | 12,729,973 | Direct | |
| Mar 18, 2022 | Common Stock | SSaleDisposed | −2,290 | $278.08 | −$636,803.2 | 12,727,683 | Direct | |
| Mar 18, 2022 | Common Stock | SSaleDisposed | −2,016 | $279.11 | −$562,685.76 | 12,725,667 | Direct | |
| Mar 18, 2022 | Common Stock | SSaleDisposed | −1,801 | $280.10 | −$504,460.1 | 12,723,866 | Direct | |
| Mar 18, 2022 | Common Stock | SSaleDisposed | −902 | $281.06 | −$253,516.12 | 12,722,964 | Direct | |
| Mar 18, 2022 | Common Stock | SSaleDisposed | −5,256 | $282.30 | −$1,483,768.8 | 12,717,708 | Direct | |
| Mar 18, 2022 | Common Stock | SSaleDisposed | −440 | $282.85 | −$124,454 | 12,717,268 | 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.