Mansueto Joseph D's Form 4 filing

Morningstar, Inc. (MORN) · filed May 4, 2022

Accession no.: 0001062993-22-011504
Filed: May 4, 2022
Trade date: May 2-3, 2022
Filing delay: 2 days
Rule 10b5-1 plan: Not on the form (before 2023)

Original on SEC EDGAR (opens in a new tab)

This filing lists 8 non-derivative transactions. Open-market sales total $5.69M. 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.

Reporting owners on this filing
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.

Non-derivative transactions
Trade date	Security	Transaction	Shares	Price	Value	Shares after	Ownership
May 2, 2022	Common Stock	SSaleDisposed	−8,004	$252.51	−$2,021,090.04	12,615,196	Direct
May 2, 2022	Common Stock	SSaleDisposed	−1,305	$253.89	−$331,326.45	12,613,891	Direct
May 3, 2022	Common Stock	SSaleDisposed	−395	$252.11	−$99,583.45	12,613,496	Direct
May 3, 2022	Common Stock	SSaleDisposed	−2,552	$253.44	−$646,778.88	12,610,944	Direct
May 3, 2022	Common Stock	SSaleDisposed	−4,928	$254.29	−$1,253,141.12	12,606,016	Direct
May 3, 2022	Common Stock	SSaleDisposed	−1,220	$255.48	−$311,685.6	12,604,796	Direct
May 3, 2022	Common Stock	SSaleDisposed	−3,165	$256.47	−$811,727.55	12,601,631	Direct
May 3, 2022	Common Stock	SSaleDisposed	−840	$257.78	−$216,535.2	12,600,791	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.

Read the full filing on SEC EDGAR (opens in a new tab)