Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Mar 4, 2025
- Accession no.
- 0001289419-25-000049
- Filed
- Mar 4, 2025
- Trade date
- Feb 28-Mar 3, 2025
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Checked
This filing lists 8 non-derivative transactions. Open-market sales total $5.05M. It was filed 4 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 28, 2025 | Common Stock | SSaleDisposed | −7,472 | $310.57F2 | −$2,320,579.04 | 10,065,098 | Direct | |
| Feb 28, 2025 | Common Stock | SSaleDisposed | −1,149 | $311.33F3 | −$357,718.17 | 10,063,949 | Direct | |
| Feb 28, 2025 | Common Stock | SSaleDisposed | −76 | $312.23F4 | −$23,729.48 | 10,063,873 | Direct | |
| Feb 28, 2025 | Common Stock | SSaleDisposed | −365 | $313.32F5 | −$114,361.8 | 10,063,508 | Direct | |
| Mar 3, 2025 | Common Stock | SSaleDisposed | −1,172 | $313.21F6 | −$367,082.12 | 10,062,336 | Direct | |
| Mar 3, 2025 | Common Stock | SSaleDisposed | −3,735 | $314.61F7 | −$1,175,068.35 | 10,058,601 | Direct | |
| Mar 3, 2025 | Common Stock | SSaleDisposed | −2,189 | $315.42F8 | −$690,454.38 | 10,056,412 | Direct | |
| Mar 3, 2025 | Common Stock | SSaleDisposed | −18 | $317.15 | −$5,708.7 | 10,056,394 | 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 $310.1600 to $311.1550. 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 $311.1600 to $311.6150. 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 $312.1700 to $312.3500. 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 $313.2000 to $313.5450. 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 $312.7901 to $313.7900. 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 $313.9900 to $314.9800. 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 $315.0200 to $315.8000. 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.