Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Nov 12, 2025
- Accession no.
- 0001324069-25-000016
- Filed
- Nov 12, 2025
- Trade date
- Nov 7-11, 2025
- Filing delay
- 5 days
- Rule 10b5-1 plan
- Checked
This filing lists 11 non-derivative transactions. Open-market sales total $4.66M. It was filed 5 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 7, 2025 | Common Stock | SSaleDisposed | −2,856 | $211.04F2 | −$602,730.24 | 8,672,448 | Direct | |
| Nov 7, 2025 | Common Stock | SSaleDisposed | −3,862 | $212.19F3 | −$819,477.78 | 8,668,586 | Direct | |
| Nov 7, 2025 | Common Stock | SSaleDisposed | −154 | $213.32F4 | −$32,851.28 | 8,668,432 | Direct | |
| Nov 7, 2025 | Common Stock | SSaleDisposed | −340 | $214.55F5 | −$72,947 | 8,668,092 | Direct | |
| Nov 7, 2025 | Common Stock | SSaleDisposed | −38 | $215.34F6 | −$8,182.92 | 8,668,054 | Direct | |
| Nov 10, 2025 | Common Stock | SSaleDisposed | −5,376 | $215.03F7 | −$1,156,001.28 | 8,662,678 | Direct | |
| Nov 10, 2025 | Common Stock | SSaleDisposed | −1,874 | $215.61F8 | −$404,053.14 | 8,660,804 | Direct | |
| Nov 11, 2025 | Common Stock | SSaleDisposed | −1,650 | $214.78F9 | −$354,387 | 8,659,154 | Direct | |
| Nov 11, 2025 | Common Stock | SSaleDisposed | −3,581 | $215.64F10 | −$772,206.84 | 8,655,573 | Direct | |
| Nov 11, 2025 | Common Stock | SSaleDisposed | −1,644 | $216.45F11 | −$355,843.8 | 8,653,929 | Direct | |
| Nov 11, 2025 | Common Stock | SSaleDisposed | −375 | $217.19F12 | −$81,446.25 | 8,653,554 | 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 $210.6400 to $211.5900. 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 $211.6500 to $212.6300. 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 $213.0200 to $213.5400. 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 $214.2350 to $215.1400. 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 $215.3200 to $215.3700. 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 $214.4900 to $215.4600. 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 $215.5010 to $215.8400. 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 $214.0850 to $215.0500. 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 $215.0900 to $216.0500. 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 $216.0900 to $217.0050. 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.
- F12
The transaction was executed in multiple trades at prices ranging from $217.1400 to $217.1950. 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.