Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Feb 14, 2025
- Accession no.
- 0001289419-25-000015
- Filed
- Feb 14, 2025
- Trade date
- Feb 12-13, 2025
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 10 non-derivative transactions. Open-market sales total $3.18M. 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 12, 2025 | Common Stock | SSaleDisposed | −1,280 | $320.57F2 | −$410,329.6 | 10,130,378 | Direct | |
| Feb 13, 2025 | Common Stock | SSaleDisposed | −597 | $320.59F3 | −$191,392.23 | 10,129,781 | Direct | |
| Feb 13, 2025 | Common Stock | SSaleDisposed | −208 | $321.61F4 | −$66,894.88 | 10,129,573 | Direct | |
| Feb 13, 2025 | Common Stock | SSaleDisposed | −557 | $323.01F5 | −$179,916.57 | 10,129,016 | Direct | |
| Feb 13, 2025 | Common Stock | SSaleDisposed | −794 | $323.91F6 | −$257,184.54 | 10,128,222 | Direct | |
| Feb 13, 2025 | Common Stock | SSaleDisposed | −1,103 | $325.00F7 | −$358,475 | 10,127,119 | Direct | |
| Feb 13, 2025 | Common Stock | SSaleDisposed | −593 | $326.20F8 | −$193,436.6 | 10,126,526 | Direct | |
| Feb 13, 2025 | Common Stock | SSaleDisposed | −1,461 | $327.11F9 | −$477,907.71 | 10,125,065 | Direct | |
| Feb 13, 2025 | Common Stock | SSaleDisposed | −2,677 | $328.31F10 | −$878,885.87 | 10,122,388 | Direct | |
| Feb 13, 2025 | Common Stock | SSaleDisposed | −502 | $328.67F11 | −$164,992.34 | 10,121,886 | 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 $320.5300 to $320.8600. 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 $320.2050 to $321.1750. 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 $321.2350 to $321.9400. 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 $322.5000 to $323.3150. 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 $323.5100 to $324.3950. 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 $324.6150 to $325.4000. 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.
- F8
The transaction was executed in multiple trades at prices ranging from $325.6250 to $326.5850. 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.
- F9
The transaction was executed in multiple trades at prices ranging from $326.6350 to $327.6300. 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.
- F10
The transaction was executed in multiple trades at prices ranging from $327.6350 to $328.6050. 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.
- F11
The transaction was executed in multiple trades at prices ranging from $328.6375 to $328.8750. 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.