Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed May 9, 2025
- Accession no.
- 0001289419-25-000084
- Filed
- May 9, 2025
- Trade date
- May 7-8, 2025
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 13 non-derivative transactions. Open-market sales total $4.36M. 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 7, 2025 | Common Stock | SSaleDisposed | −808 | $294.80F2 | −$238,198.4 | 9,502,147 | Direct | |
| May 7, 2025 | Common Stock | SSaleDisposed | −507 | $295.77F3 | −$149,955.39 | 9,501,640 | Direct | |
| May 7, 2025 | Common Stock | SSaleDisposed | −2,324 | $296.96F4 | −$690,135.04 | 9,499,316 | Direct | |
| May 7, 2025 | Common Stock | SSaleDisposed | −2,745 | $297.94F5 | −$817,845.3 | 9,496,571 | Direct | |
| May 7, 2025 | Common Stock | SSaleDisposed | −866 | $299.04F6 | −$258,968.64 | 9,495,705 | Direct | |
| May 8, 2025 | Common Stock | SSaleDisposed | −14 | $298.03 | −$4,172.42 | 9,495,691 | Direct | |
| May 8, 2025 | Common Stock | SSaleDisposed | −220 | $300.16F7 | −$66,035.2 | 9,495,471 | Direct | |
| May 8, 2025 | Common Stock | SSaleDisposed | −462 | $301.32F8 | −$139,209.84 | 9,495,009 | Direct | |
| May 8, 2025 | Common Stock | SSaleDisposed | −1,750 | $302.52F9 | −$529,410 | 9,493,259 | Direct | |
| May 8, 2025 | Common Stock | SSaleDisposed | −426 | $303.87F10 | −$129,448.62 | 9,492,833 | Direct | |
| May 8, 2025 | Common Stock | SSaleDisposed | −968 | $305.15F11 | −$295,385.2 | 9,491,865 | Direct | |
| May 8, 2025 | Common Stock | SSaleDisposed | −2,358 | $305.93F12 | −$721,382.94 | 9,489,507 | Direct | |
| May 8, 2025 | Common Stock | SSaleDisposed | −1,052 | $306.79F13 | −$322,743.08 | 9,488,455 | 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 $294.3600 to $295.1200. 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 $295.4200 to $296.3100. 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 $296.4500 to $297.4000. 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 $297.4600 to $298.4400. 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 $298.5600 to $299.5000. 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.
- F7
The transaction was executed in multiple trades at prices ranging from $299.6300 to $300.6200. 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 $300.8100 to $301.8000. 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.
- F9
The transaction was executed in multiple trades at prices ranging from $302.0000 to $302.9400. 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 $303.5600 to $304.2200. 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.
- F11
The transaction was executed in multiple trades at prices ranging from $304.5625 to $305.5300. 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.
- F12
The transaction was executed in multiple trades at prices ranging from $305.6000 to $306.5500. 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.
- F13
The transaction was executed in multiple trades at prices ranging from $306.6400 to $307.3700. 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.