Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Nov 27, 2024
- Accession no.
- 0001289419-24-000148
- Filed
- Nov 27, 2024
- Trade date
- Nov 26-27, 2024
- Filing delay
- 1 day
- Rule 10b5-1 plan
- Checked
This filing lists 9 non-derivative transactions. Open-market sales total $6.10M. It was filed 1 day 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 26, 2024 | Common Stock | SSaleDisposed | −447 | $352.04F2 | −$157,361.88 | 10,746,839 | Direct | |
| Nov 26, 2024 | Common Stock | SSaleDisposed | −792 | $353.60F3 | −$280,051.2 | 10,746,047 | Direct | |
| Nov 26, 2024 | Common Stock | SSaleDisposed | −2,597 | $354.71F4 | −$921,181.87 | 10,743,450 | Direct | |
| Nov 26, 2024 | Common Stock | SSaleDisposed | −3,124 | $355.71F5 | −$1,111,238.04 | 10,740,326 | Direct | |
| Nov 26, 2024 | Common Stock | SSaleDisposed | −2,102 | $356.42F6 | −$749,194.84 | 10,738,224 | Direct | |
| Nov 27, 2024 | Common Stock | SSaleDisposed | −4,767 | $354.22F7 | −$1,688,566.74 | 10,733,457 | Direct | |
| Nov 27, 2024 | Common Stock | SSaleDisposed | −2,204 | $355.30F8 | −$783,081.2 | 10,731,253 | Direct | |
| Nov 27, 2024 | Common Stock | SSaleDisposed | −803 | $355.89F9 | −$285,779.67 | 10,730,450 | Direct | |
| Nov 27, 2024 | Common Stock | SSaleDisposed | −359 | $357.71F10 | −$128,417.89 | 10,730,091 | 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 $351.7600 to $352.3800. 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 $353.0850 to $353.9850. 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 $354.1900 to $355.1750. 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 $355.2500 to $356.2400. 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 $356.2700 to $356.8900. 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.
- F7
The transaction was executed in multiple trades at prices ranging from $353.7400 to $354.7100. 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 $354.8100 to $355.7650. 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 $355.8350 to $356.4000. 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 $357.3050 to $357.9550. 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.