Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed May 6, 2022
- Accession no.
- 0001062993-22-011821
- Filed
- May 6, 2022
- Trade date
- May 4, 2022
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Not on the form (before 2023)
This filing lists 7 non-derivative transactions. Open-market sales total $2.32M. 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 |
|---|---|---|---|---|---|---|---|---|
| May 4, 2022 | Common Stock | SSaleDisposed | −2,635 | $253.66 | −$668,394.1 | 12,598,156 | Direct | |
| May 4, 2022 | Common Stock | SSaleDisposed | −868 | $254.47 | −$220,879.96 | 12,597,288 | Direct | |
| May 4, 2022 | Common Stock | SSaleDisposed | −120 | $257.64 | −$30,916.8 | 12,597,168 | Direct | |
| May 4, 2022 | Common Stock | SSaleDisposed | −901 | $258.12 | −$232,566.12 | 12,596,267 | Direct | |
| May 4, 2022 | Common Stock | SSaleDisposed | −100 | $259.62 | −$25,962 | 12,596,167 | Direct | |
| May 4, 2022 | Common Stock | SSaleDisposed | −1,036 | $260.91 | −$270,302.76 | 12,595,131 | Direct | |
| May 4, 2022 | Common Stock | SSaleDisposed | −3,347 | $261.67 | −$875,809.49 | 12,591,784 | 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.