Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Nov 24, 2025
- Accession no.
- 0001324069-25-000024
- Filed
- Nov 24, 2025
- Trade date
- Nov 20-21, 2025
- Filing delay
- 4 days
- Rule 10b5-1 plan
- Checked
This filing lists 9 non-derivative transactions. Open-market sales total $3.06M. It was filed 4 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 20, 2025 | Common Stock | SSaleDisposed | −1,104 | $209.82F2 | −$231,641.28 | 8,615,813 | Direct | |
| Nov 20, 2025 | Common Stock | SSaleDisposed | −4,000 | $210.72F3 | −$842,880 | 8,611,813 | Direct | |
| Nov 20, 2025 | Common Stock | SSaleDisposed | −2,069 | $211.71F4 | −$438,027.99 | 8,609,744 | Direct | |
| Nov 20, 2025 | Common Stock | SSaleDisposed | −77 | $212.62 | −$16,371.74 | 8,609,667 | Direct | |
| Nov 21, 2025 | Common Stock | SSaleDisposed | −2,701 | $210.15F5 | −$567,615.15 | 8,606,966 | Direct | |
| Nov 21, 2025 | Common Stock | SSaleDisposed | −3,535 | $211.41F6 | −$747,334.35 | 8,603,431 | Direct | |
| Nov 21, 2025 | Common Stock | SSaleDisposed | −566 | $212.82F7 | −$120,456.12 | 8,602,865 | Direct | |
| Nov 21, 2025 | Common Stock | SSaleDisposed | −361 | $214.12F8 | −$77,297.32 | 8,602,504 | Direct | |
| Nov 21, 2025 | Common Stock | SSaleDisposed | −87 | $214.84F9 | −$18,691.08 | 8,602,417 | 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 $209.2200 to $210.1971. 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 $210.2300 to $211.2172. 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 $211.2300 to $212.1100. 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 $209.5200 to $210.5100. 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 $210.5450 to $212.4400. 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 $212.5800 to $213.5250. 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 $213.6550 to $214.6300. 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.
- F9
The transaction was executed in multiple trades at prices ranging from $214.7200 to $215.0000. 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.