Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Mar 29, 2022
- Accession no.
- 0001062993-22-008806
- Filed
- Mar 29, 2022
- Trade date
- Mar 25-28, 2022
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Not on the form (before 2023)
This filing lists 10 non-derivative transactions. Open-market sales total $5.14M. 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 25, 2022 | Common Stock | SSaleDisposed | −7,722 | $268.04 | −$2,069,804.88 | 12,685,274 | Direct | |
| Mar 25, 2022 | Common Stock | SSaleDisposed | −2,304 | $268.89 | −$619,522.56 | 12,682,970 | Direct | |
| Mar 25, 2022 | Common Stock | SSaleDisposed | −24 | $269.70 | −$6,472.8 | 12,682,946 | Direct | |
| Mar 28, 2022 | Common Stock | SSaleDisposed | −579 | $268.42 | −$155,415.18 | 12,682,367 | Direct | |
| Mar 28, 2022 | Common Stock | SSaleDisposed | −1,017 | $269.83 | −$274,417.11 | 12,681,350 | Direct | |
| Mar 28, 2022 | Common Stock | SSaleDisposed | −1,233 | $270.46 | −$333,477.18 | 12,680,117 | Direct | |
| Mar 28, 2022 | Common Stock | SSaleDisposed | −779 | $271.57 | −$211,553.03 | 12,679,338 | Direct | |
| Mar 28, 2022 | Common Stock | SSaleDisposed | −2,758 | $272.64 | −$751,941.12 | 12,676,580 | Direct | |
| Mar 28, 2022 | Common Stock | SSaleDisposed | −2,510 | $273.52 | −$686,535.2 | 12,674,070 | Direct | |
| Mar 28, 2022 | Common Stock | SSaleDisposed | −100 | $274.19 | −$27,419 | 12,673,970 | 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.