Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed May 16, 2025
- Accession no.
- 0001289419-25-000094
- Filed
- May 16, 2025
- Trade date
- May 15-16, 2025
- Filing delay
- 1 day
- Rule 10b5-1 plan
- Checked
This filing lists 7 non-derivative transactions. Open-market sales total $4.46M. It was filed 1 day 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 15, 2025 | Common Stock | SSaleDisposed | −6,575 | $305.94F2 | −$2,011,555.5 | 9,457,906 | Direct | |
| May 15, 2025 | Common Stock | SSaleDisposed | −350 | $306.66F3 | −$107,331 | 9,457,556 | Direct | |
| May 15, 2025 | Common Stock | SSaleDisposed | −104 | $307.79F4 | −$32,010.16 | 9,457,452 | Direct | |
| May 15, 2025 | Common Stock | SSaleDisposed | −135 | $309.32F5 | −$41,758.2 | 9,457,317 | Direct | |
| May 15, 2025 | Common Stock | SSaleDisposed | −86 | $310.23F6 | −$26,679.78 | 9,457,231 | Direct | |
| May 16, 2025 | Common Stock | SSaleDisposed | −6,242 | $309.30F7 | −$1,930,650.6 | 9,450,989 | Direct | |
| May 16, 2025 | Common Stock | SSaleDisposed | −1,008 | $310.37F8 | −$312,852.96 | 9,449,981 | 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 $305.4400 to $306.4350. 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 $306.4600 to $307.0600. 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 $307.6200 to $307.9950. 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 $308.8600 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.
- F6
The transaction was executed in multiple trades at prices ranging from $309.8800 to $310.4025. 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 $309.0600 to $310.0250. 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 $310.0700 to $310.9150. 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.