Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Aug 27, 2025
- Accession no.
- 0001324069-25-000011
- Filed
- Aug 27, 2025
- Trade date
- Aug 25-27, 2025
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 9 non-derivative transactions. Open-market sales total $3.10M. 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 25, 2025 | Common Stock | SSaleDisposed | −1,528 | $263.10F2 | −$402,016.8 | 9,323,189 | Direct | |
| Aug 25, 2025 | Common Stock | SSaleDisposed | −116 | $263.84 | −$30,605.44 | 9,323,073 | Direct | |
| Aug 26, 2025 | Common Stock | SSaleDisposed | −3,432 | $260.48F3 | −$893,967.36 | 9,319,641 | Direct | |
| Aug 26, 2025 | Common Stock | SSaleDisposed | −100 | $261.67 | −$26,167 | 9,319,541 | Direct | |
| Aug 27, 2025 | Common Stock | SSaleDisposed | −5,806 | $260.14F4 | −$1,510,372.84 | 9,313,735 | Direct | |
| Aug 27, 2025 | Common Stock | SSaleDisposed | −48 | $261.45 | −$12,549.6 | 9,313,687 | Direct | |
| Aug 27, 2025 | Common Stock | SSaleDisposed | −130 | $263.07F5 | −$34,199.1 | 9,313,557 | Direct | |
| Aug 27, 2025 | Common Stock | SSaleDisposed | −505 | $264.01F6 | −$133,325.05 | 9,313,052 | Direct | |
| Aug 27, 2025 | Common Stock | SSaleDisposed | −216 | $265.12F7 | −$57,265.92 | 9,312,836 | 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 $262.8400 to $263.6850. 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 $260.2900 to $261.0450. 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 $259.5400 to $260.5000. 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 $262.5400 to $263.3600. 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 $263.5500 to $264.4400. 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 $264.6400 to $265.4750. 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.