Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed May 31, 2022
- Accession no.
- 0001062993-22-013881
- Filed
- May 31, 2022
- Trade date
- May 26-27, 2022
- Filing delay
- 5 days
- Rule 10b5-1 plan
- Not on the form (before 2023)
This filing lists 15 non-derivative transactions. Open-market sales total $4.07M. It was filed 5 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 26, 2022 | Common Stock | SSaleDisposed | −100 | $246.46 | −$24,646 | 12,498,551 | Direct | |
| May 26, 2022 | Common Stock | SSaleDisposed | −823 | $248.82 | −$204,778.86 | 12,497,728 | Direct | |
| May 26, 2022 | Common Stock | SSaleDisposed | −1,721 | $249.74 | −$429,802.54 | 12,496,007 | Direct | |
| May 26, 2022 | Common Stock | SSaleDisposed | −906 | $250.75 | −$227,179.5 | 12,495,101 | Direct | |
| May 26, 2022 | Common Stock | SSaleDisposed | −474 | $251.93 | −$119,414.82 | 12,494,627 | Direct | |
| May 26, 2022 | Common Stock | SSaleDisposed | −1,305 | $253.13 | −$330,334.65 | 12,493,322 | Direct | |
| May 26, 2022 | Common Stock | SSaleDisposed | −2,595 | $254.10 | −$659,389.5 | 12,490,727 | Direct | |
| May 26, 2022 | Common Stock | SSaleDisposed | −240 | $254.87 | −$61,168.8 | 12,490,487 | Direct | |
| May 27, 2022 | Common Stock | SSaleDisposed | −120 | $253.85 | −$30,462 | 12,490,367 | Direct | |
| May 27, 2022 | Common Stock | SSaleDisposed | −150 | $257.29 | −$38,593.5 | 12,490,217 | Direct | |
| May 27, 2022 | Common Stock | SSaleDisposed | −818 | $259.07 | −$211,919.26 | 12,489,399 | Direct | |
| May 27, 2022 | Common Stock | SSaleDisposed | −2,995 | $260.00 | −$778,700 | 12,486,404 | Direct | |
| May 27, 2022 | Common Stock | SSaleDisposed | −726 | $261.11 | −$189,565.86 | 12,485,678 | Direct | |
| May 27, 2022 | Common Stock | SSaleDisposed | −2,756 | $262.21 | −$722,650.76 | 12,482,922 | Direct | |
| May 27, 2022 | Common Stock | SSaleDisposed | −140 | $262.75 | −$36,785 | 12,482,782 | 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.