Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Nov 26, 2024
- Accession no.
- 0001289419-24-000146
- Filed
- Nov 26, 2024
- Trade date
- Nov 22-25, 2024
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Checked
This filing lists 12 non-derivative transactions. Open-market sales total $6.30M. 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 |
|---|---|---|---|---|---|---|---|---|
| Nov 22, 2024 | Common Stock | SSaleDisposed | −18 | $339.72 | −$6,114.96 | 10,765,392 | Direct | |
| Nov 22, 2024 | Common Stock | SSaleDisposed | −368 | $341.47F2 | −$125,660.96 | 10,765,024 | Direct | |
| Nov 22, 2024 | Common Stock | SSaleDisposed | −532 | $342.41F3 | −$182,162.12 | 10,764,492 | Direct | |
| Nov 22, 2024 | Common Stock | SSaleDisposed | −993 | $343.34F4 | −$340,936.62 | 10,763,499 | Direct | |
| Nov 22, 2024 | Common Stock | SSaleDisposed | −4,431 | $344.57F5 | −$1,526,789.67 | 10,759,068 | Direct | |
| Nov 22, 2024 | Common Stock | SSaleDisposed | −2,471 | $345.47F6 | −$853,656.37 | 10,756,597 | Direct | |
| Nov 22, 2024 | Common Stock | SSaleDisposed | −249 | $346.25F7 | −$86,216.25 | 10,756,348 | Direct | |
| Nov 25, 2024 | Common Stock | SSaleDisposed | −417 | $348.01F8 | −$145,120.17 | 10,755,931 | Direct | |
| Nov 25, 2024 | Common Stock | SSaleDisposed | −1,841 | $349.39F9 | −$643,226.99 | 10,754,090 | Direct | |
| Nov 25, 2024 | Common Stock | SSaleDisposed | −2,023 | $350.52F10 | −$709,101.96 | 10,752,067 | Direct | |
| Nov 25, 2024 | Common Stock | SSaleDisposed | −3,825 | $351.41F11 | −$1,344,143.25 | 10,748,242 | Direct | |
| Nov 25, 2024 | Common Stock | SSaleDisposed | −956 | $352.09F12 | −$336,598.04 | 10,747,286 | 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 $340.9350 to $341.8900. 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 $341.9600 to $342.8400. 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 $342.9900 to $343.9700. 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 $344.0250 to $344.9700. 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 $345.0350 to $346.0200. 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 $346.0350 to $346.4900. 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 $347.7550 to $348.4350. 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 $348.8600 to $349.8150. 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 $349.9400 to $350.9350. 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 $350.9550 to $351.9200. 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 $351.9600 to $352.8250. 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.