Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Nov 5, 2025
- Accession no.
- 0001324069-25-000012
- Filed
- Nov 5, 2025
- Trade date
- Nov 3-4, 2025
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 6 non-derivative transactions. Open-market sales total $3.02M. 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 |
|---|---|---|---|---|---|---|---|---|
| Nov 3, 2025 | Common Stock | SSaleDisposed | −5,460 | $211.71F2 | −$1,155,936.6 | 8,695,355 | Direct | |
| Nov 3, 2025 | Common Stock | SSaleDisposed | −1,489 | $212.53F5 | −$316,457.17 | 8,693,866 | Direct | |
| Nov 3, 2025 | Common Stock | SSaleDisposed | −301 | $213.55F6 | −$64,278.55 | 8,693,565 | Direct | |
| Nov 4, 2025 | Common Stock | SSaleDisposed | −1,858 | $212.93F7 | −$395,623.94 | 8,691,707 | Direct | |
| Nov 4, 2025 | Common Stock | SSaleDisposed | −4,117 | $213.88F8 | −$880,543.96 | 8,687,590 | Direct | |
| Nov 4, 2025 | Common Stock | SSaleDisposed | −943 | $214.59F9 | −$202,358.37 | 8,686,647 | 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 $211.3100 to $212.2800. 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.
- F5
The transaction was executed in multiple trades at prices ranging from $212.3100 to $213.2800. 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.
- F6
The transaction was executed in multiple trades at prices ranging from $213.3100 to $213.6900. 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 $212.3100 to $213.2900. 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.
- F8
The transaction was executed in multiple trades at prices ranging from $213.3150 to $214.2750. 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 $214.3800 to $214.9450. 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.