Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Aug 22, 2025
- Accession no.
- 0001324069-25-000009
- Filed
- Aug 22, 2025
- Trade date
- Aug 20-22, 2025
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 11 non-derivative transactions. Open-market sales total $4.07M. 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 20, 2025 | Common Stock | SSaleDisposed | −4,323 | $259.91F2 | −$1,123,590.93 | 9,335,908 | Direct | |
| Aug 20, 2025 | Common Stock | SSaleDisposed | −2,446 | $260.69F3 | −$637,647.74 | 9,333,462 | Direct | |
| Aug 20, 2025 | Common Stock | SSaleDisposed | −455 | $261.81F4 | −$119,123.55 | 9,333,007 | Direct | |
| Aug 20, 2025 | Common Stock | SSaleDisposed | −26 | $262.41 | −$6,822.66 | 9,332,981 | Direct | |
| Aug 21, 2025 | Common Stock | SSaleDisposed | −1,014 | $261.42F5 | −$265,079.88 | 9,331,967 | Direct | |
| Aug 22, 2025 | Common Stock | SSaleDisposed | −465 | $260.58F6 | −$121,169.7 | 9,331,502 | Direct | |
| Aug 22, 2025 | Common Stock | SSaleDisposed | −691 | $261.81F7 | −$180,910.71 | 9,330,811 | Direct | |
| Aug 22, 2025 | Common Stock | SSaleDisposed | −948 | $262.77F8 | −$249,105.96 | 9,329,863 | Direct | |
| Aug 22, 2025 | Common Stock | SSaleDisposed | −1,596 | $264.05F9 | −$421,423.8 | 9,328,267 | Direct | |
| Aug 22, 2025 | Common Stock | SSaleDisposed | −2,846 | $265.04F10 | −$754,303.84 | 9,325,421 | Direct | |
| Aug 22, 2025 | Common Stock | SSaleDisposed | −704 | $265.67F11 | −$187,031.68 | 9,324,717 | 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 $259.3700 to $260.3500. 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 $260.3700 to $261.3075. 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 $261.3800 to $262.3100. 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 $261.3300 to $261.6200. 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 $259.9850 to $260.9100. 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 $261.3000 to $262.1200. 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 $262.3100 to $263.2800. 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 $263.3200 to $264.3100. 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 $264.3550 to $265.3500. 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.
- F11
The transaction was executed in multiple trades at prices ranging from $265.4150 to $265.9000. 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.