Quick Takeaways
- This page summarizes Joseph D. Mansueto's Form 4 filing for Morningstar, Inc. (MORN).
- 7 reported transactions and 0 derivative rows are listed below.
- Filing timestamp: 06 May 2022, 17:36.
Joseph D. Mansueto - 04 May 2022 Form 4 Insider Report for Morningstar, Inc. (MORN)
- Signature
- /s/ Patrick Maloney, by power of attorney
- Issuer symbol
- MORN
- Transactions as of
- 04 May 2022
- Net transactions value
- -$2,324,843
- Form type
- 4
- Filing time
- 06 May 2022, 17:36:54 UTC
- Previous filing
- 04 May 2022
- Next filing
- 10 May 2022
- SEC
- View on sec.gov
Quoteable Key Fact
"Joseph D. Mansueto filed Form 4 for Morningstar, Inc. (MORN) on 06 May 2022."
What Changed
- Previous filing in this sequence was filed on 04 May 2022.
- Current net transaction value: -$2,324,843.
Why This Matters
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Official SEC Source
Transactions Table
| Type | Sym | Class | Transaction | Value $ | Shares | Change % | * Price $ | Shares After | Date | Ownership | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|
| transaction | MORN | Common Stock | Sale | $668,402 | -2,635 | -0.02% | $253.66 | 12,598,156 | 04 May 2022 | Direct | F1, F2 |
| transaction | MORN | Common Stock | Sale | $220,883 | -868 | -0.01% | $254.47 | 12,597,288 | 04 May 2022 | Direct | F1, F3 |
| transaction | MORN | Common Stock | Sale | $30,916 | -120 | -0% | $257.64 | 12,597,168 | 04 May 2022 | Direct | F1, F4 |
| transaction | MORN | Common Stock | Sale | $232,568 | -901 | -0.01% | $258.12 | 12,596,267 | 04 May 2022 | Direct | F1, F5 |
| transaction | MORN | Common Stock | Sale | $25,962 | -100 | -0% | $259.62 | 12,596,167 | 04 May 2022 | Direct | F1, F6 |
| transaction | MORN | Common Stock | Sale | $270,305 | -1,036 | -0.01% | $260.91 | 12,595,131 | 04 May 2022 | Direct | F1, F7 |
| transaction | MORN | Common Stock | Sale | $875,806 | -3,347 | -0.03% | $261.67 | 12,591,784 | 04 May 2022 | Direct | F1, F8 |
| holding | MORN | Common Stock | 4,500,000 | 04 May 2022 | By Trust | F9 | |||||
| holding | MORN | Common Stock | 150,000 | 04 May 2022 | By Trust | F10 |
* An asterisk sign (*) next to the price indicates that the price is likely invalid.
Explanation of Responses:
| Id | Content |
|---|---|
| F1 | The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 9, 2022. |
| F2 | The transaction was executed in multiple trades at prices ranging from $253.29 to $254.27. The price reported above reflects the weighted average sale 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. |
| F3 | The transaction was executed in multiple trades at prices ranging from $254.31 to $254.88. The price reported above reflects the weighted average sale 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. |
| F4 | The transaction was executed in multiple trades at prices ranging from $257.01 to $258.00. The price reported above reflects the weighted average sale 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. |
| F5 | The transaction was executed in multiple trades at prices ranging from $258.05 to $258.69. The price reported above reflects the weighted average sale 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. |
| F6 | The transaction was executed in multiple trades at prices ranging from $259.22 to $260.17. The price reported above reflects the weighted average sale 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. |
| F7 | The transaction was executed in multiple trades at prices ranging from $260.25 to $261.24. The price reported above reflects the weighted average sale 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. |
| F8 | The transaction was executed in multiple trades at prices ranging from $261.27 to $261.99. The price reported above reflects the weighted average sale 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. |
| F9 | The shares are held in grantor retained annuity trusts for the benefit of the reporting person and his children. The reporting person serves as trustee of the grantor retained annuity trusts. |
| F10 | The shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts. |