Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Dec 3, 2024
- Accession no.
- 0001289419-24-000150
- Filed
- Dec 3, 2024
- Trade date
- Nov 29-Dec 2, 2024
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Checked
This filing lists 6 non-derivative transactions. Open-market sales total $110.4K. 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 29, 2024 | Common Stock | SSaleDisposed | −132 | $355.15F2 | −$46,879.8 | 10,729,959 | Direct | |
| Nov 29, 2024 | Common Stock | SSaleDisposed | −53 | $356.18F3 | −$18,877.54 | 10,729,906 | Direct | |
| Nov 29, 2024 | Common Stock | SSaleDisposed | −8 | $357.03 | −$2,856.24 | 10,729,898 | Direct | |
| Dec 2, 2024 | Common Stock | SSaleDisposed | −53 | $353.65F4 | −$18,743.45 | 10,729,845 | Direct | |
| Dec 2, 2024 | Common Stock | SSaleDisposed | −63 | $354.40F5 | −$22,327.2 | 10,729,782 | Direct | |
| Dec 2, 2024 | Common Stock | SSaleDisposed | −2 | $355.32 | −$710.64 | 10,729,780 | 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 $354.8500 to $355.6250 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 $355.8600 to $356.7300. 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 $353.1650 to $354.1550. 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 $354.2000 to $354.8100. 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.