Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Nov 8, 2024
- Accession no.
- 0001289419-24-000119
- Filed
- Nov 8, 2024
- Trade date
- Nov 6-7, 2024
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 10 non-derivative transactions. Open-market sales total $3.52M. 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 |
|---|---|---|---|---|---|---|---|---|
| Nov 6, 2024 | Common Stock | SSaleDisposed | −1,958 | $336.39F2 | −$658,651.62 | 10,826,036 | Direct | |
| Nov 6, 2024 | Common Stock | SSaleDisposed | −2,324 | $337.74F3 | −$784,907.76 | 10,823,712 | Direct | |
| Nov 6, 2024 | Common Stock | SSaleDisposed | −705 | $339.01F4 | −$239,002.05 | 10,823,007 | Direct | |
| Nov 6, 2024 | Common Stock | SSaleDisposed | −1,488 | $340.35F5 | −$506,440.8 | 10,821,519 | Direct | |
| Nov 6, 2024 | Common Stock | SSaleDisposed | −2,001 | $343.05F6 | −$686,443.05 | 10,819,518 | Direct | |
| Nov 6, 2024 | Common Stock | SSaleDisposed | −332 | $343.81F7 | −$114,144.92 | 10,819,186 | Direct | |
| Nov 6, 2024 | Common Stock | SSaleDisposed | −104 | $345.21F8 | −$35,901.84 | 10,819,082 | Direct | |
| Nov 6, 2024 | Common Stock | SSaleDisposed | −150 | $345.90F9 | −$51,885 | 10,818,932 | Direct | |
| Nov 7, 2024 | Common Stock | SSaleDisposed | −1,054 | $343.63F10 | −$362,186.02 | 10,817,878 | Direct | |
| Nov 7, 2024 | Common Stock | SSaleDisposed | −233 | $345.43F11 | −$80,485.19 | 10,817,645 | 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 $335.9550 to $336.8500. 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 $337.2900 to $338.2500. 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 $338.7800 to $339.6400. 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 $340.2000 to $341.0600. 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 $342.2000 to $343.3400. 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 $343.5750 to $344.0700. 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 $344.5800 to $345.4050. 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 $345.9000 to $346.1500. 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 $343.4100 to $344.0550. 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.
- F11
The transaction was executed in multiple trades at prices ranging from $344.9850 to $345.5000. 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.