Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Aug 14, 2025
- Accession no.
- 0001324069-25-000005
- Filed
- Aug 14, 2025
- Trade date
- Aug 12-14, 2025
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 10 non-derivative transactions. Open-market sales total $4.76M. 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 12, 2025 | Common Stock | SSaleDisposed | −1,957 | $254.79F2 | −$498,624.03 | 9,378,468 | Direct | |
| Aug 12, 2025 | Common Stock | SSaleDisposed | −899 | $255.78F3 | −$229,946.22 | 9,377,569 | Direct | |
| Aug 12, 2025 | Common Stock | SSaleDisposed | −2,496 | $257.07F4 | −$641,646.72 | 9,375,073 | Direct | |
| Aug 12, 2025 | Common Stock | SSaleDisposed | −1,638 | $257.74F5 | −$422,178.12 | 9,373,435 | Direct | |
| Aug 12, 2025 | Common Stock | SSaleDisposed | −260 | $258.56F6 | −$67,225.6 | 9,373,175 | Direct | |
| Aug 13, 2025 | Common Stock | SSaleDisposed | −6,382 | $257.78F7 | −$1,645,151.96 | 9,366,793 | Direct | |
| Aug 13, 2025 | Common Stock | SSaleDisposed | −596 | $258.61F8 | −$154,131.56 | 9,366,197 | Direct | |
| Aug 13, 2025 | Common Stock | SSaleDisposed | −188 | $259.77F9 | −$48,836.76 | 9,366,009 | Direct | |
| Aug 13, 2025 | Common Stock | SSaleDisposed | −84 | $260.82F10 | −$21,908.88 | 9,365,925 | Direct | |
| Aug 14, 2025 | Common Stock | SSaleDisposed | −3,944 | $260.28F11 | −$1,026,544.32 | 9,361,981 | 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 $254.3100 to $255.2741. 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 $255.3318 to $256.2950. 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 $256.3982 to $257.3950. 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 $257.4000 to $258.3600. 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 $258.4000 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.
- F7
The transaction was executed in multiple trades at prices ranging from $257.3200 to $258.2600. 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 $258.3700 to $259.3600. 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 $259.3900 to $260.3450. 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 $260.5750 to $261.0300. 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 $260.0500 to $260.6686. 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.