Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Mar 6, 2025
- Accession no.
- 0001289419-25-000053
- Filed
- Mar 6, 2025
- Trade date
- Mar 5, 2025
- Filing delay
- 1 day
- Rule 10b5-1 plan
- Checked
This filing lists 7 non-derivative transactions. Open-market sales total $2.73M. It was filed 1 day 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 |
|---|---|---|---|---|---|---|---|---|
| Mar 5, 2025 | Common Stock | SSaleDisposed | −1,906 | $298.55F2 | −$569,036.3 | 10,054,488 | Direct | |
| Mar 5, 2025 | Common Stock | SSaleDisposed | −2,066 | $299.45F3 | −$618,663.7 | 10,052,422 | Direct | |
| Mar 5, 2025 | Common Stock | SSaleDisposed | −736 | $300.50F4 | −$221,168 | 10,051,686 | Direct | |
| Mar 5, 2025 | Common Stock | SSaleDisposed | −449 | $301.75F5 | −$135,485.75 | 10,051,237 | Direct | |
| Mar 5, 2025 | Common Stock | SSaleDisposed | −2,755 | $302.89F6 | −$834,461.95 | 10,048,482 | Direct | |
| Mar 5, 2025 | Common Stock | SSaleDisposed | −956 | $304.03F7 | −$290,652.68 | 10,047,526 | Direct | |
| Mar 5, 2025 | Common Stock | SSaleDisposed | −194 | $304.49F8 | −$59,071.06 | 10,047,332 | 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 $298.0600 to $299.0450. 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 $299.0900 to $300.0700. 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 $300.1100 to $300.9700. 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 $301.3100 to $302.2700. 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 $302.4300 to $303.4100. 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 $303.4850 to $304.4800. 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 $304.4850 to $304.5000. 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.