Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed May 13, 2025
- Accession no.
- 0001289419-25-000088
- Filed
- May 13, 2025
- Trade date
- May 9-12, 2025
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Checked
This filing lists 8 non-derivative transactions. Open-market sales total $4.45M. 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 9, 2025 | Common Stock | SSaleDisposed | −5,099 | $304.61F2 | −$1,553,206.39 | 9,483,356 | Direct | |
| May 9, 2025 | Common Stock | SSaleDisposed | −1,859 | $305.24F3 | −$567,441.16 | 9,481,497 | Direct | |
| May 9, 2025 | Common Stock | SSaleDisposed | −292 | $306.05F4 | −$89,366.6 | 9,481,205 | Direct | |
| May 12, 2025 | Common Stock | SSaleDisposed | −1,658 | $307.32F5 | −$509,536.56 | 9,479,547 | Direct | |
| May 12, 2025 | Common Stock | SSaleDisposed | −1,422 | $308.11F6 | −$438,132.42 | 9,478,125 | Direct | |
| May 12, 2025 | Common Stock | SSaleDisposed | −1,240 | $309.36F7 | −$383,606.4 | 9,476,885 | Direct | |
| May 12, 2025 | Common Stock | SSaleDisposed | −1,232 | $310.22F8 | −$382,191.04 | 9,475,653 | Direct | |
| May 12, 2025 | Common Stock | SSaleDisposed | −1,698 | $311.73F9 | −$529,317.54 | 9,473,955 | 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 $303.9900 to $304.9600. 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 $304.9900 to $305.8500. 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.
- F4
The transaction was executed in multiple trades at prices ranging from $306.0050 to $306.2800. 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 $306.7600 to $307.7300. 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 $307.7750 to $308.7700. 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.
- F7
The transaction was executed in multiple trades at prices ranging from $308.8700 to $309.8400. 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 $309.8700 to $310.7350. 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 $310.8750 to $311.6400. 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.