Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Aug 11, 2025
- Accession no.
- 0001324069-25-000003
- Filed
- Aug 11, 2025
- Trade date
- Aug 7-11, 2025
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Checked
This filing lists 12 non-derivative transactions. Open-market sales total $5.50M. 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 |
|---|---|---|---|---|---|---|---|---|
| Aug 7, 2025 | Common Stock | SSaleDisposed | −3,934 | $260.66F2 | −$1,025,436.44 | 9,397,573 | Direct | |
| Aug 7, 2025 | Common Stock | SSaleDisposed | −2,284 | $261.40F3 | −$597,037.6 | 9,395,289 | Direct | |
| Aug 7, 2025 | Common Stock | SSaleDisposed | −506 | $262.35F4 | −$132,749.1 | 9,394,783 | Direct | |
| Aug 7, 2025 | Common Stock | SSaleDisposed | −526 | $263.37F5 | −$138,532.62 | 9,394,257 | Direct | |
| Aug 8, 2025 | Common Stock | SSaleDisposed | −601 | $259.69F6 | −$156,073.69 | 9,393,656 | Direct | |
| Aug 8, 2025 | Common Stock | SSaleDisposed | −3,104 | $260.85F7 | −$809,678.4 | 9,390,552 | Direct | |
| Aug 8, 2025 | Common Stock | SSaleDisposed | −1,857 | $261.75F8 | −$486,069.75 | 9,388,695 | Direct | |
| Aug 8, 2025 | Common Stock | SSaleDisposed | −1,506 | $262.52F9 | −$395,355.12 | 9,387,189 | Direct | |
| Aug 11, 2025 | Common Stock | SSaleDisposed | −98 | $258.61F10 | −$25,343.78 | 9,387,091 | Direct | |
| Aug 11, 2025 | Common Stock | SSaleDisposed | −3,509 | $259.84F11 | −$911,778.56 | 9,383,582 | Direct | |
| Aug 11, 2025 | Common Stock | SSaleDisposed | −2,936 | $260.77F12 | −$765,620.72 | 9,380,646 | Direct | |
| Aug 11, 2025 | Common Stock | SSaleDisposed | −221 | $261.64F13 | −$57,822.44 | 9,380,425 | 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 $259.9900 to $260.9850. 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.
- F3
The transaction was executed in multiple trades at prices ranging from $260.9900 to $261.9300. 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 $262.0100 to $263.0000. 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.
- F5
The transaction was executed in multiple trades at prices ranging from $263.0700 to $263.6150. 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 $259.1100 to $260.0650. 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 $260.2450 to $261.1550. 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 $261.3000 to $262.2575. 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 $262.3000 to $263.1300. 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 $258.1500 to $258.9200. 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 $259.3100 to $260.3000. 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.
- F12
The transaction was executed in multiple trades at prices ranging from $260.3100 to $261.3000. 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.
- F13
The transaction was executed in multiple trades at prices ranging from $261.4900 to $261.7200. 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.