Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Jun 8, 2022
- Accession no.
- 0001062993-22-014486
- Filed
- Jun 8, 2022
- Trade date
- Jun 6-7, 2022
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Not on the form (before 2023)
This filing lists 10 non-derivative transactions. Open-market sales total $3.37M. 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 |
|---|---|---|---|---|---|---|---|---|
| Jun 6, 2022 | Common Stock | SSaleDisposed | −1,970 | $244.97F2 | −$482,590.9 | 12,468,738 | Direct | |
| Jun 6, 2022 | Common Stock | SSaleDisposed | −887 | $245.96F3 | −$218,166.52 | 12,467,851 | Direct | |
| Jun 6, 2022 | Common Stock | SSaleDisposed | −200 | $246.83F4 | −$49,366 | 12,467,651 | Direct | |
| Jun 6, 2022 | Common Stock | SSaleDisposed | −1,525 | $248.45F5 | −$378,886.25 | 12,466,126 | Direct | |
| Jun 7, 2022 | Common Stock | SSaleDisposed | −440 | $242.10F6 | −$106,524 | 12,465,686 | Direct | |
| Jun 7, 2022 | Common Stock | SSaleDisposed | −1,397 | $243.04F7 | −$339,526.88 | 12,464,289 | Direct | |
| Jun 7, 2022 | Common Stock | SSaleDisposed | −1,955 | $244.15F8 | −$477,313.25 | 12,462,334 | Direct | |
| Jun 7, 2022 | Common Stock | SSaleDisposed | −3,356 | $245.17F9 | −$822,790.52 | 12,458,978 | Direct | |
| Jun 7, 2022 | Common Stock | SSaleDisposed | −1,926 | $246.50F10 | −$474,759 | 12,457,052 | Direct | |
| Jun 7, 2022 | Common Stock | SSaleDisposed | −100 | $246.86 | −$24,686 | 12,456,952 | 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.
- F2
The transaction was executed in multiple trades at prices ranging from $244.60 to $245.59. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
Referenced by the price of 1 transaction in Table I.
- F3
The transaction was executed in multiple trades at prices ranging from $245.60 to $246.49. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
Referenced by the price of 1 transaction in Table I.
- F4
The transaction was executed in multiple trades at prices ranging from $246.63 to $247.10. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
Referenced by the price of 1 transaction in Table I.
- F5
The transaction was executed in multiple trades at prices ranging from $247.83 to $249.58. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
Referenced by the price of 1 transaction in Table I.
- F6
The transaction was executed in multiple trades at prices ranging from $241.52 to $242.47. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
Referenced by the price of 1 transaction in Table I.
- F7
The transaction was executed in multiple trades at prices ranging from $242.52 to $243.51. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
Referenced by the price of 1 transaction in Table I.
- F8
The transaction was executed in multiple trades at prices ranging from $243.65 to $244.63. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
Referenced by the price of 1 transaction in Table I.
- F9
The transaction was executed in multiple trades at prices ranging from $244.76 to $245.75. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
Referenced by the price of 1 transaction in Table I.
- F10
The transaction was executed in multiple trades at prices ranging from $245.82 to $246.76. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
Referenced by the price of 1 transaction in Table I.