Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Feb 26, 2025
- Accession no.
- 0001289419-25-000027
- Filed
- Feb 26, 2025
- Trade date
- Feb 24-25, 2025
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 6 non-derivative transactions. Open-market sales total $5.70M. 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 24, 2025 | Common Stock | SSaleDisposed | −2,217 | $322.45F2 | −$714,871.65 | 10,092,471 | Direct | |
| Feb 24, 2025 | Common Stock | SSaleDisposed | −5,774 | $323.08F3 | −$1,865,463.92 | 10,086,697 | Direct | |
| Feb 24, 2025 | Common Stock | SSaleDisposed | −1,071 | $323.92F4 | −$346,918.32 | 10,085,626 | Direct | |
| Feb 25, 2025 | Common Stock | SSaleDisposed | −2,286 | $321.34F5 | −$734,583.24 | 10,083,340 | Direct | |
| Feb 25, 2025 | Common Stock | SSaleDisposed | −4,026 | $322.51F6 | −$1,298,425.26 | 10,079,314 | Direct | |
| Feb 25, 2025 | Common Stock | SSaleDisposed | −2,296 | $323.20F7 | −$742,067.2 | 10,077,018 | 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 $321.7350 to $322.7300. 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 $322.7400 to $323.7300. 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 $323.7750 to $324.3600. 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 $320.9800 to $321.9300. 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.
- F6
The transaction was executed in multiple trades at prices ranging from $321.9900 to $322.9750. 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 $322.9900 to $323.6950. 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.