Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Aug 6, 2025
- Accession no.
- 0001289419-25-000150
- Filed
- Aug 6, 2025
- Trade date
- Aug 4-6, 2025
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 7 non-derivative transactions. Open-market sales total $3.04M. 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 |
|---|---|---|---|---|---|---|---|---|
| Aug 4, 2025 | Common Stock | SSaleDisposed | −1,961 | $271.90F2 | −$533,195.9 | 9,410,875 | Direct | |
| Aug 4, 2025 | Common Stock | SSaleDisposed | −3,164 | $272.87F3 | −$863,360.68 | 9,407,711 | Direct | |
| Aug 4, 2025 | Common Stock | SSaleDisposed | −1,499 | $273.72F4 | −$410,306.28 | 9,406,212 | Direct | |
| Aug 5, 2025 | Common Stock | SSaleDisposed | −280 | $270.07 | −$75,619.6 | 9,405,932 | Direct | |
| Aug 5, 2025 | Common Stock | SSaleDisposed | −114 | $271.17F5 | −$30,913.38 | 9,405,818 | Direct | |
| Aug 6, 2025 | Common Stock | SSaleDisposed | −3,689 | $261.55F6 | −$964,857.95 | 9,402,129 | Direct | |
| Aug 6, 2025 | Common Stock | SSaleDisposed | −622 | $262.38F7 | −$163,200.36 | 9,401,507 | 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 $271.4200 to $272.3500. 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 $272.4250 to $273.3700. 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.
- F4
The transaction was executed in multiple trades at prices ranging from $273.4500 to $274.2400. 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 $271.1350 to $271.1725. 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 $261.0700 to $262.0000. 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.
- F7
The transaction was executed in multiple trades at prices ranging from $262.2600 to $262.7100. 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.