Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Mar 23, 2022
- Accession no.
- 0001062993-22-008430
- Filed
- Mar 23, 2022
- Trade date
- Mar 21-22, 2022
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Not on the form (before 2023)
This filing lists 8 non-derivative transactions. Open-market sales total $3.62M. 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 21, 2022 | Common Stock | SSaleDisposed | −2,288 | $281.83 | −$644,827.04 | 12,714,980 | Direct | |
| Mar 21, 2022 | Common Stock | SSaleDisposed | −1,218 | $282.23 | −$343,756.14 | 12,713,762 | Direct | |
| Mar 22, 2022 | Common Stock | SSaleDisposed | −2,750 | $280.42 | −$771,155 | 12,711,012 | Direct | |
| Mar 22, 2022 | Common Stock | SSaleDisposed | −2,361 | $281.57 | −$664,786.77 | 12,708,651 | Direct | |
| Mar 22, 2022 | Common Stock | SSaleDisposed | −2,372 | $282.49 | −$670,066.28 | 12,706,279 | Direct | |
| Mar 22, 2022 | Common Stock | SSaleDisposed | −1,050 | $283.59 | −$297,769.5 | 12,705,229 | Direct | |
| Mar 22, 2022 | Common Stock | SSaleDisposed | −500 | $284.98 | −$142,490 | 12,704,729 | Direct | |
| Mar 22, 2022 | Common Stock | SSaleDisposed | −304 | $285.78 | −$86,877.12 | 12,704,425 | 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.