Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Apr 4, 2022
- Accession no.
- 0001062993-22-009297
- Filed
- Apr 4, 2022
- Trade date
- Mar 31-Apr 1, 2022
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Not on the form (before 2023)
This filing lists 5 non-derivative transactions. Open-market sales total $1.63M. 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 31, 2022 | Common Stock | SSaleDisposed | −1,675 | $278.30 | −$466,152.5 | 12,642,509 | Direct | |
| Mar 31, 2022 | Common Stock | SSaleDisposed | −1,131 | $279.59 | −$316,216.29 | 12,641,378 | Direct | |
| Mar 31, 2022 | Common Stock | SSaleDisposed | −901 | $280.42 | −$252,658.42 | 12,640,477 | Direct | |
| Apr 1, 2022 | Common Stock | SSaleDisposed | −1,650 | $272.31 | −$449,311.5 | 12,638,827 | Direct | |
| Apr 1, 2022 | Common Stock | SSaleDisposed | −550 | $273.48 | −$150,414 | 12,638,277 | 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.