Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Mar 13, 2025
- Accession no.
- 0001289419-25-000055
- Filed
- Mar 13, 2025
- Trade date
- Mar 11-12, 2025
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 10 non-derivative transactions. Open-market sales total $5.14M. 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 |
|---|---|---|---|---|---|---|---|---|
| Mar 11, 2025 | Common Stock | SSaleDisposed | −7,162 | $281.92F2 | −$2,019,111.04 | 10,040,170 | Direct | |
| Mar 11, 2025 | Common Stock | SSaleDisposed | −1,203 | $282.70F3 | −$340,088.1 | 10,038,967 | Direct | |
| Mar 11, 2025 | Common Stock | SSaleDisposed | −235 | $284.24F4 | −$66,796.4 | 10,038,732 | Direct | |
| Mar 11, 2025 | Common Stock | SSaleDisposed | −429 | $285.19F5 | −$122,346.51 | 10,038,303 | Direct | |
| Mar 11, 2025 | Common Stock | SSaleDisposed | −33 | $285.74 | −$9,429.42 | 10,038,270 | Direct | |
| Mar 12, 2025 | Common Stock | SSaleDisposed | −4,454 | $283.90F6 | −$1,264,490.6 | 10,033,816 | Direct | |
| Mar 12, 2025 | Common Stock | SSaleDisposed | −3,290 | $284.62F7 | −$936,399.8 | 10,030,526 | Direct | |
| Mar 12, 2025 | Common Stock | SSaleDisposed | −893 | $285.77F8 | −$255,192.61 | 10,029,633 | Direct | |
| Mar 12, 2025 | Common Stock | SSaleDisposed | −301 | $287.34F9 | −$86,489.34 | 10,029,332 | Direct | |
| Mar 12, 2025 | Common Stock | SSaleDisposed | −124 | $287.99F10 | −$35,710.76 | 10,029,208 | 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 $281.5100 to $282.4800. 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.
- F3
The transaction was executed in multiple trades at prices ranging from $282.5100 to $283.3000. 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 $283.5900 to $284.5050. 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 $284.6000 to $285.5900. 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.
- F6
The transaction was executed in multiple trades at prices ranging from $283.4300 to $284.4200. 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 $284.4300 to $285.2100. 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 $285.5800 to $286.3000. 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.
- F9
The transaction was executed in multiple trades at prices ranging from $286.8575 to $287.8500. 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.
- F10
The transaction was executed in multiple trades at prices ranging from $287.8600 to $288.1400. 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.