Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Mar 25, 2022
- Accession no.
- 0001062993-22-008599
- Filed
- Mar 25, 2022
- Trade date
- Mar 24, 2022
- Filing delay
- 1 day
- Rule 10b5-1 plan
- Not on the form (before 2023)
This filing lists 4 non-derivative transactions. Open-market sales total $3.07M. It was filed 1 day 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 24, 2022 | Common Stock | SSaleDisposed | −4,934 | $268.32 | −$1,323,890.88 | 12,699,491 | Direct | |
| Mar 24, 2022 | Common Stock | SSaleDisposed | −6,111 | $268.96 | −$1,643,614.56 | 12,693,380 | Direct | |
| Mar 24, 2022 | Common Stock | SSaleDisposed | −361 | $269.82 | −$97,405.02 | 12,693,019 | Direct | |
| Mar 24, 2022 | Common Stock | SSaleDisposed | −23 | $271.33 | −$6,240.59 | 12,692,996 | 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.