Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Sep 26, 2022
- Accession no.
- 0001062993-22-019912
- Filed
- Sep 26, 2022
- Trade date
- Sep 22-23, 2022
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Not on the form (before 2023)
This filing lists 2 non-derivative transactions. Open-market sales total $26.0K. It was filed 4 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 |
|---|---|---|---|---|---|---|---|---|
| Sep 22, 2022 | Common Stock | SSaleDisposed | −20 | $219.27 | −$4,385.4 | 12,242,543 | Direct | |
| Sep 23, 2022 | Common Stock | SSaleDisposed | −100 | $216.17 | −$21,617 | 12,242,443 | 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.