Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed May 7, 2025
- Accession no.
- 0001289419-25-000082
- Filed
- May 7, 2025
- Trade date
- May 5-6, 2025
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 6 non-derivative transactions. Open-market sales total $3.08M. 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 |
|---|---|---|---|---|---|---|---|---|
| May 5, 2025 | Common Stock | SSaleDisposed | −310 | $292.98F2 | −$90,823.8 | 9,513,106 | Direct | |
| May 5, 2025 | Common Stock | SSaleDisposed | −1,966 | $294.40F3 | −$578,790.4 | 9,511,140 | Direct | |
| May 5, 2025 | Common Stock | SSaleDisposed | −3,356 | $295.27F4 | −$990,926.12 | 9,507,784 | Direct | |
| May 5, 2025 | Common Stock | SSaleDisposed | −1,342 | $296.05F5 | −$397,299.1 | 9,506,442 | Direct | |
| May 5, 2025 | Common Stock | SSaleDisposed | −276 | $297.06F6 | −$81,988.56 | 9,506,166 | Direct | |
| May 6, 2025 | Common Stock | SSaleDisposed | −3,211 | $294.27F7 | −$944,900.97 | 9,502,955 | 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 $292.4650 to $293.4501. 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 $293.6450 to $294.6400. 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 $294.6600 to $295.6400. 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 $295.6700 to $296.6300. 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 $296.8000 to $297.4850. 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 $294.1500 to $295.0400. 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.