Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed May 5, 2025
- Accession no.
- 0001289419-25-000075
- Filed
- May 5, 2025
- Trade date
- May 1-2, 2025
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Checked
This filing lists 9 non-derivative transactions. Open-market sales total $4.15M. 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 |
|---|---|---|---|---|---|---|---|---|
| May 1, 2025 | Common Stock | SSaleDisposed | −6,499 | $284.00F2 | −$1,845,716 | 9,521,337 | Direct | |
| May 1, 2025 | Common Stock | SSaleDisposed | −671 | $284.99F4 | −$191,228.29 | 9,520,666 | Direct | |
| May 2, 2025 | Common Stock | SSaleDisposed | −14 | $285.90 | −$4,002.6 | 9,520,652 | Direct | |
| May 2, 2025 | Common Stock | SSaleDisposed | −514 | $288.21F5 | −$148,139.94 | 9,520,138 | Direct | |
| May 2, 2025 | Common Stock | SSaleDisposed | −305 | $289.97F6 | −$88,440.85 | 9,519,833 | Direct | |
| May 2, 2025 | Common Stock | SSaleDisposed | −1,613 | $291.47F7 | −$470,141.11 | 9,518,220 | Direct | |
| May 2, 2025 | Common Stock | SSaleDisposed | −2,671 | $292.29F8 | −$780,706.59 | 9,515,549 | Direct | |
| May 2, 2025 | Common Stock | SSaleDisposed | −1,854 | $293.21F9 | −$543,611.34 | 9,513,695 | Direct | |
| May 2, 2025 | Common Stock | SSaleDisposed | −279 | $294.08F10 | −$82,048.32 | 9,513,416 | 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 $283.7200 to $284.7100. 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 $284.7350 to $285.3400. 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 $287.9500 to $288.8350. 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 $289.4000 to $290.2300. 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 $290.8050 to $291.7700. 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 $291.8100 to $292.7600. 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 $292.8300 to $293.7900. 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.
- F10
The transaction was executed in multiple trades at prices ranging from $293.8450 to $294.3550. 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.