Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Apr 5, 2022
- Accession no.
- 0001062993-22-009648
- Filed
- Apr 5, 2022
- Trade date
- Apr 4, 2022
- Filing delay
- 1 day
- Rule 10b5-1 plan
- Not on the form (before 2023)
This filing lists 6 non-derivative transactions. Open-market sales total $4.12M. 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 |
|---|---|---|---|---|---|---|---|---|
| Apr 4, 2022 | Common Stock | SSaleDisposed | −281 | $269.74 | −$75,796.94 | 12,637,996 | Direct | |
| Apr 4, 2022 | Common Stock | SSaleDisposed | −400 | $271.10 | −$108,440 | 12,637,596 | Direct | |
| Apr 4, 2022 | Common Stock | SSaleDisposed | −5,016 | $272.81 | −$1,368,414.96 | 12,632,580 | Direct | |
| Apr 4, 2022 | Common Stock | SSaleDisposed | −6,674 | $273.47 | −$1,825,138.78 | 12,625,906 | Direct | |
| Apr 4, 2022 | Common Stock | SSaleDisposed | −2,295 | $274.62 | −$630,252.9 | 12,623,611 | Direct | |
| Apr 4, 2022 | Common Stock | SSaleDisposed | −411 | $275.31 | −$113,152.41 | 12,623,200 | 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.