Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed May 21, 2025
- Accession no.
- 0001289419-25-000127
- Filed
- May 21, 2025
- Trade date
- May 19-20, 2025
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 5 non-derivative transactions. Open-market sales total $3.83M. 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 19, 2025 | Common Stock | SSaleDisposed | −2,495 | $309.25F2 | −$771,578.75 | 9,447,486 | Direct | |
| May 19, 2025 | Common Stock | SSaleDisposed | −4,088 | $310.09F3 | −$1,267,647.92 | 9,443,398 | Direct | |
| May 19, 2025 | Common Stock | SSaleDisposed | −667 | $310.79F4 | −$207,296.93 | 9,442,731 | Direct | |
| May 20, 2025 | Common Stock | SSaleDisposed | −4,897 | $310.05F5 | −$1,518,314.85 | 9,437,834 | Direct | |
| May 20, 2025 | Common Stock | SSaleDisposed | −206 | $310.81F6 | −$64,026.86 | 9,437,628 | 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 $308.6700 to $309.6600. 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 $309.6900 to $310.6600. 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 $310.7050 to $311.1200. 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.
- F5
The transaction was executed in multiple trades at prices ranging from $309.6500 to $310.5800. 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 $310.7100 to $310.8100. 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.