Mansueto Joseph D's Form 4 filing
Morningstar, Inc. (MORN) · filed Nov 26, 2025
- Accession no.
- 0001324069-25-000026
- Filed
- Nov 26, 2025
- Trade date
- Nov 24-25, 2025
- Filing delay
- 2 days
- Rule 10b5-1 plan
- Checked
This filing lists 5 non-derivative transactions. Open-market sales total $341.1K. 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 24, 2025 | Common Stock | SSaleDisposed | −316 | $211.99F2 | −$66,988.84 | 8,602,101 | Direct | |
| Nov 25, 2025 | Common Stock | SSaleDisposed | −157 | $211.31F3 | −$33,175.67 | 8,601,944 | Direct | |
| Nov 25, 2025 | Common Stock | SSaleDisposed | −481 | $212.74F4 | −$102,327.94 | 8,601,463 | Direct | |
| Nov 25, 2025 | Common Stock | SSaleDisposed | −570 | $213.75F5 | −$121,837.5 | 8,600,893 | Direct | |
| Nov 25, 2025 | Common Stock | SSaleDisposed | −78 | $214.51F6 | −$16,731.78 | 8,600,815 | 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 $211.8800 to $212.1750. 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 $211.0100 to $211.8400. 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.
- F4
The transaction was executed in multiple trades at prices ranging from $212.2100 to $213.1800. 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 $213.2650 to $214.2500. 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 $214.3200 to $214.6200. 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.