Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Nov 14, 2025
- Accession no.
- 0001324069-25-000018
- Filed
- Nov 14, 2025
- Trade date
- Nov 12-13, 2025
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 5 non-derivative transactions. Open-market sales total $3.03M. 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 12, 2025 | Common Stock | SSaleDisposed | −1,609 | $214.07F2 | −$344,438.63 | 8,651,945 | Direct | |
| Nov 12, 2025 | Common Stock | SSaleDisposed | −4,284 | $215.18F3 | −$921,831.12 | 8,647,661 | Direct | |
| Nov 12, 2025 | Common Stock | SSaleDisposed | −1,357 | $215.73F4 | −$292,745.61 | 8,646,304 | Direct | |
| Nov 13, 2025 | Common Stock | SSaleDisposed | −6,708 | $215.28F5 | −$1,444,098.24 | 8,639,596 | Direct | |
| Nov 13, 2025 | Common Stock | SSaleDisposed | −140 | $216.60F6 | −$30,324 | 8,639,456 | 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 $213.6000 to $214.5400. 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.
- F3
The transaction was executed in multiple trades at prices ranging from $214.6400 to $215.6200. 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.
- F4
The transaction was executed in multiple trades at prices ranging from $215.6500 to $216.2200. 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 $215.2500 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.
- F6
The transaction was executed in multiple trades at prices ranging from $216.3500 to $216.9200. 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.