Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Jun 16, 2022
- Accession no.
- 0001062993-22-014938
- Filed
- Jun 16, 2022
- Trade date
- Jun 14-15, 2022
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Not on the form (before 2023)
This filing lists 16 non-derivative transactions. Open-market sales total $6.67M. 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 14, 2022 | Common Stock | SSaleDisposed | −2,634 | $223.49F2 | −$588,672.66 | 12,449,611 | Direct | |
| Jun 14, 2022 | Common Stock | SSaleDisposed | −2,106 | $224.50F3 | −$472,797 | 12,447,505 | Direct | |
| Jun 14, 2022 | Common Stock | SSaleDisposed | −1,373 | $225.29F4 | −$309,323.17 | 12,446,132 | Direct | |
| Jun 14, 2022 | Common Stock | SSaleDisposed | −916 | $226.94F5 | −$207,877.04 | 12,445,216 | Direct | |
| Jun 14, 2022 | Common Stock | SSaleDisposed | −3,332 | $227.89F6 | −$759,329.48 | 12,441,884 | Direct | |
| Jun 14, 2022 | Common Stock | SSaleDisposed | −3,189 | $228.74F7 | −$729,451.86 | 12,438,695 | Direct | |
| Jun 14, 2022 | Common Stock | SSaleDisposed | −910 | $229.72F8 | −$209,045.2 | 12,437,785 | Direct | |
| Jun 14, 2022 | Common Stock | SSaleDisposed | −40 | $230.85F9 | −$9,234 | 12,437,745 | Direct | |
| Jun 15, 2022 | Common Stock | SSaleDisposed | −560 | $229.99F10 | −$128,794.4 | 12,437,185 | Direct | |
| Jun 15, 2022 | Common Stock | SSaleDisposed | −520 | $231.26F11 | −$120,255.2 | 12,436,665 | Direct | |
| Jun 15, 2022 | Common Stock | SSaleDisposed | −1,787 | $232.33F12 | −$415,173.71 | 12,434,878 | Direct | |
| Jun 15, 2022 | Common Stock | SSaleDisposed | −5,982 | $233.40F13 | −$1,396,198.8 | 12,428,896 | Direct | |
| Jun 15, 2022 | Common Stock | SSaleDisposed | −3,823 | $234.25F14 | −$895,537.75 | 12,425,073 | Direct | |
| Jun 15, 2022 | Common Stock | SSaleDisposed | −684 | $235.27F15 | −$160,924.68 | 12,424,389 | Direct | |
| Jun 15, 2022 | Common Stock | SSaleDisposed | −914 | $236.79F16 | −$216,426.06 | 12,423,475 | Direct | |
| Jun 15, 2022 | Common Stock | SSaleDisposed | −230 | $237.47F17 | −$54,618.1 | 12,423,245 | 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 $222.97 to $223.83. 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 $223.97 to $224.93. 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 $224.97 to $225.80. 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 $226.30 to $227.28. 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 $227.31 to $228.29. 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 $228.31 to $229.30. 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 $229.35 to $230.29. 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 $230.75 to $230.88. 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 $229.66 to $230.50. 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.
- F11
The transaction was executed in multiple trades at prices ranging from $230.70 to $231.545. 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.
- F12
The transaction was executed in multiple trades at prices ranging from $231.81 to $232.72. 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.
- F13
The transaction was executed in multiple trades at prices ranging from $232.83 to $233.82. 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.
- F14
The transaction was executed in multiple trades at prices ranging from $233.83 to $234.825. 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.
- F15
The transaction was executed in multiple trades at prices ranging from $234.85 to $235.73. 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.
- F16
The transaction was executed in multiple trades at prices ranging from $236.29 to $237.28. 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.
- F17
The transaction was executed in multiple trades at prices ranging from $237.34 to $237.68. 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.