Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Feb 4, 2025
- Accession no.
- 0001289419-25-000007
- Filed
- Feb 4, 2025
- Trade date
- Feb 3, 2025
- Filing delay
- 1 day
- Rule 10b5-1 plan
- Checked
This filing lists 1 non-derivative transaction. Open-market sales total $562.7K. 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 |
|---|---|---|---|---|---|---|---|---|
| Feb 3, 2025 | Common Stock | SSaleDisposed | −1,716 | $327.89F2 | −$562,659.24 | 10,151,120 | 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 $327.6400 to $328.3200. The price reported above reflects the weighted average sales 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.