Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Feb 28, 2025
- Accession no.
- 0001289419-25-000043
- Filed
- Feb 28, 2025
- Trade date
- Feb 26-27, 2025
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 5 non-derivative transactions. Open-market sales total $1.44M. 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 26, 2025 | Common Stock | SSaleDisposed | −1,867 | $322.65F2 | −$602,387.55 | 10,075,151 | Direct | |
| Feb 26, 2025 | Common Stock | SSaleDisposed | −1,184 | $323.69F3 | −$383,248.96 | 10,073,967 | Direct | |
| Feb 26, 2025 | Common Stock | SSaleDisposed | −999 | $324.61F4 | −$324,285.39 | 10,072,968 | Direct | |
| Feb 26, 2025 | Common Stock | SSaleDisposed | −30 | $325.59 | −$9,767.7 | 10,072,938 | Direct | |
| Feb 27, 2025 | Common Stock | SSaleDisposed | −368 | $319.10F5 | −$117,428.8 | 10,072,570 | 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 $322.2101 to $323.1900. 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 $323.2300 to $324.0700. 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 $324.3900 to $325.3100. 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 $318.9600 to $319.6250. 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.