Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed May 27, 2025
- Accession no.
- 0001289419-25-000129
- Filed
- May 27, 2025
- Trade date
- May 22-27, 2025
- Filing delay
- 5 days
- Rule 10b5-1 plan
- Checked
This filing lists 10 non-derivative transactions. Open-market sales total $3.00M. It was filed 5 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 22, 2025 | Common Stock | SSaleDisposed | −2,981 | $305.30F2 | −$910,099.3 | 9,434,647 | Direct | |
| May 22, 2025 | Common Stock | SSaleDisposed | −1,471 | $306.51F3 | −$450,876.21 | 9,433,176 | Direct | |
| May 22, 2025 | Common Stock | SSaleDisposed | −1,519 | $307.29F4 | −$466,773.51 | 9,431,657 | Direct | |
| May 22, 2025 | Common Stock | SSaleDisposed | −1,279 | $307.94F5 | −$393,855.26 | 9,430,378 | Direct | |
| May 23, 2025 | Common Stock | SSaleDisposed | −1,296 | $305.80F6 | −$396,316.8 | 9,429,082 | Direct | |
| May 27, 2025 | Common Stock | SSaleDisposed | −202 | $305.06F7 | −$61,622.12 | 9,428,880 | Direct | |
| May 27, 2025 | Common Stock | SSaleDisposed | −356 | $306.14F8 | −$108,985.84 | 9,428,524 | Direct | |
| May 27, 2025 | Common Stock | SSaleDisposed | −564 | $306.96F9 | −$173,125.44 | 9,427,960 | Direct | |
| May 27, 2025 | Common Stock | SSaleDisposed | −114 | $307.97F10 | −$35,108.58 | 9,427,846 | Direct | |
| May 27, 2025 | Common Stock | SSaleDisposed | −10 | $308.71F11 | −$3,087.1 | 9,427,836 | 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 $304.8200 to $305.7900. 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 $305.8400 to $306.8100. 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.
- F4
The transaction was executed in multiple trades at prices ranging from $306.8400 to $307.7800. 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 $307.8700 to $308.0000. 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 $305.6700 to $305.9850. 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 $304.4900 to $305.3900. 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 $305.5450 to $306.5250. 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 $306.5550 to $307.5000. 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.
- F10
The transaction was executed in multiple trades at prices ranging from $307.5550 to $308.5050. 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 $308.5750 to $308.9400. 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.