Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Aug 19, 2025
- Accession no.
- 0001324069-25-000007
- Filed
- Aug 19, 2025
- Trade date
- Aug 15-19, 2025
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Checked
This filing lists 8 non-derivative transactions. Open-market sales total $5.63M. 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 15, 2025 | Common Stock | SSaleDisposed | −6,040 | $258.51F2 | −$1,561,400.4 | 9,355,941 | Direct | |
| Aug 15, 2025 | Common Stock | SSaleDisposed | −1,208 | $259.32F3 | −$313,258.56 | 9,354,733 | Direct | |
| Aug 15, 2025 | Common Stock | SSaleDisposed | −2 | $260.68 | −$521.36 | 9,354,731 | Direct | |
| Aug 18, 2025 | Common Stock | SSaleDisposed | −6,846 | $258.03F4 | −$1,766,473.38 | 9,347,885 | Direct | |
| Aug 18, 2025 | Common Stock | SSaleDisposed | −404 | $258.83F5 | −$104,567.32 | 9,347,481 | Direct | |
| Aug 19, 2025 | Common Stock | SSaleDisposed | −2,757 | $258.96F6 | −$713,952.72 | 9,344,724 | Direct | |
| Aug 19, 2025 | Common Stock | SSaleDisposed | −3,577 | $259.83F7 | −$929,411.91 | 9,341,147 | Direct | |
| Aug 19, 2025 | Common Stock | SSaleDisposed | −916 | $260.57F8 | −$238,682.12 | 9,340,231 | 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 $258.0800 to $259.0745. 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 $259.0808 to $259.5500. 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 $257.6300 to $258.6100. 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 $258.6500 to $258.9700. 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 $258.3250 to $259.2900. 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 $259.3400 to $260.3200. 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 $260.3450 to $261.0350. 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.