Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Sep 12, 2024
- Accession no.
- 0001289419-24-000095
- Filed
- Sep 12, 2024
- Trade date
- Sep 10, 2024
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 5 non-derivative transactions. Open-market sales total $105.6K. 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 |
|---|---|---|---|---|---|---|---|---|
| Sep 10, 2024 | Common Stock | SSaleDisposed | −92 | $304.69F2 | −$28,031.48 | 10,517,165 | Direct | |
| Sep 10, 2024 | Common Stock | SSaleDisposed | −120 | $305.53F3 | −$36,663.6 | 10,517,045 | Direct | |
| Sep 10, 2024 | Common Stock | SSaleDisposed | −37 | $306.49F4 | −$11,340.13 | 10,517,008 | Direct | |
| Sep 10, 2024 | Common Stock | SSaleDisposed | −92 | $307.53F5 | −$28,292.76 | 10,516,916 | Direct | |
| Sep 10, 2024 | Common Stock | SSaleDisposed | −4 | $308.34 | −$1,233.36 | 10,516,912 | 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 $304.1100 to $305.0550. 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 $305.1250 to $306.1150. 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 $306.1850 to $307.0300. 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 $307.2700 to $308.0100. 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.