Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Mar 31, 2022
- Accession no.
- 0001062993-22-009123
- Filed
- Mar 31, 2022
- Trade date
- Mar 29-30, 2022
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Not on the form (before 2023)
This filing lists 10 non-derivative transactions. Open-market sales total $8.34M. 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 29, 2022 | Common Stock | SSaleDisposed | −400 | $277.04 | −$110,816 | 12,673,570 | Direct | |
| Mar 29, 2022 | Common Stock | SSaleDisposed | −2,199 | $277.85 | −$610,992.15 | 12,671,371 | Direct | |
| Mar 29, 2022 | Common Stock | SSaleDisposed | −4,654 | $279.03 | −$1,298,605.62 | 12,666,717 | Direct | |
| Mar 29, 2022 | Common Stock | SSaleDisposed | −4,687 | $279.89 | −$1,311,844.43 | 12,662,030 | Direct | |
| Mar 29, 2022 | Common Stock | SSaleDisposed | −4,132 | $280.83 | −$1,160,389.56 | 12,657,898 | Direct | |
| Mar 29, 2022 | Common Stock | SSaleDisposed | −100 | $281.51 | −$28,151 | 12,657,798 | Direct | |
| Mar 30, 2022 | Common Stock | SSaleDisposed | −5,598 | $279.12 | −$1,562,513.76 | 12,652,200 | Direct | |
| Mar 30, 2022 | Common Stock | SSaleDisposed | −4,166 | $280.50 | −$1,168,563 | 12,648,034 | Direct | |
| Mar 30, 2022 | Common Stock | SSaleDisposed | −2,649 | $281.11 | −$744,660.39 | 12,645,385 | Direct | |
| Mar 30, 2022 | Common Stock | SSaleDisposed | −1,201 | $282.24 | −$338,970.24 | 12,644,184 | 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.