Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Feb 6, 2025
- Accession no.
- 0001289419-25-000009
- Filed
- Feb 6, 2025
- Trade date
- Feb 4-5, 2025
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 8 non-derivative transactions. Open-market sales total $2.75M. 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 |
|---|---|---|---|---|---|---|---|---|
| Feb 4, 2025 | Common Stock | SSaleDisposed | −2,005 | $326.31F2 | −$654,251.55 | 10,149,115 | Direct | |
| Feb 4, 2025 | Common Stock | SSaleDisposed | −1,446 | $327.44F3 | −$473,478.24 | 10,147,669 | Direct | |
| Feb 4, 2025 | Common Stock | SSaleDisposed | −1,244 | $328.25F4 | −$408,343 | 10,146,425 | Direct | |
| Feb 4, 2025 | Common Stock | SSaleDisposed | −96 | $329.05 | −$31,588.8 | 10,146,329 | Direct | |
| Feb 5, 2025 | Common Stock | SSaleDisposed | −2,926 | $325.01F5 | −$950,979.26 | 10,143,403 | Direct | |
| Feb 5, 2025 | Common Stock | SSaleDisposed | −278 | $326.23F6 | −$90,691.94 | 10,143,125 | Direct | |
| Feb 5, 2025 | Common Stock | SSaleDisposed | −331 | $327.59F7 | −$108,432.29 | 10,142,794 | Direct | |
| Feb 5, 2025 | Common Stock | SSaleDisposed | −100 | $328.54 | −$32,854 | 10,142,694 | 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 $325.9100 to $326.8100. 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.
- F3
The transaction was executed in multiple trades at prices ranging from $326.9700 to $327.9300. 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.
- F4
The transaction was executed in multiple trades at prices ranging from $327.9900 to $328.8200. 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.
- F5
The transaction was executed in multiple trades at prices ranging from $324.7000 to $325.6400. 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.
- F6
The transaction was executed in multiple trades at prices ranging from $325.8901 to $326.7050. 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.
- F7
The transaction was executed in multiple trades at prices ranging from $327.5150 to $327.9900. 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.