Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Feb 20, 2025
- Accession no.
- 0001289419-25-000019
- Filed
- Feb 20, 2025
- Trade date
- Feb 18-19, 2025
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 7 non-derivative transactions. Open-market sales total $4.65M. 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 18, 2025 | Common Stock | SSaleDisposed | −1,154 | $324.62F2 | −$374,611.48 | 10,117,525 | Direct | |
| Feb 18, 2025 | Common Stock | SSaleDisposed | −781 | $325.45F3 | −$254,176.45 | 10,116,744 | Direct | |
| Feb 18, 2025 | Common Stock | SSaleDisposed | −3,670 | $326.96F4 | −$1,199,943.2 | 10,113,074 | Direct | |
| Feb 18, 2025 | Common Stock | SSaleDisposed | −2,545 | $327.60F5 | −$833,742 | 10,110,529 | Direct | |
| Feb 18, 2025 | Common Stock | SSaleDisposed | −912 | $328.39F6 | −$299,491.68 | 10,109,617 | Direct | |
| Feb 19, 2025 | Common Stock | SSaleDisposed | −4,506 | $328.29F7 | −$1,479,274.74 | 10,105,111 | Direct | |
| Feb 19, 2025 | Common Stock | SSaleDisposed | −620 | $328.95F8 | −$203,949 | 10,104,491 | 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 $324.0200 to $325.0000. 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 $325.0700 to $325.5900. 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 $326.1400 to $327.1250. 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 $327.1700 to $328.1300. 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 $328.2000 to $328.5500. 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 $327.7200 to $328.7000. 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 $328.7400 to $329.1800. 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.