4//SEC Filing
Mansueto Joseph D 4
Accession 0001324069-25-000022
CIK 0001289419other
Filed
Nov 19, 7:00 PM ET
Accepted
Nov 20, 4:56 PM ET
Size
18.2 KB
Accession
0001324069-25-000022
Insider Transaction Report
Form 4
Mansueto Joseph D
DirectorChairman & CEO
Transactions
- Sale
Common Stock
2025-11-18$207.27/sh−2,017$418,054→ 8,629,400 total - Sale
Common Stock
2025-11-18$208.29/sh−3,069$639,251→ 8,626,331 total - Sale
Common Stock
2025-11-18$208.97/sh−1,684$351,900→ 8,624,647 total - Sale
Common Stock
2025-11-19$209.12/sh−6,575$1,374,952→ 8,617,592 total - Sale
Common Stock
2025-11-18$210.18/sh−480$100,885→ 8,624,167 total - Sale
Common Stock
2025-11-19$211.27/sh−262$55,352→ 8,616,917 total - Sale
Common Stock
2025-11-19$210.17/sh−413$86,800→ 8,617,179 total
Holdings
- 5,948,127(indirect: By Trust)
Common Stock
- 150,000(indirect: By Trust)
Common Stock
Footnotes (10)
- [F1]The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024.
- [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.
- [F2]The transaction was executed in multiple trades at prices ranging from $206.7300 to $207.7050. 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.
- [F3]The transaction was executed in multiple trades at prices ranging from $207.7350 to $208.7250. 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.
- [F4]The transaction was executed in multiple trades at prices ranging from $208.7950 to $209.7800. 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.
- [F5]The transaction was executed in multiple trades at prices ranging from $209.8200 to $210.7500. 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.
- [F6]The transaction was executed in multiple trades at prices ranging from $208.8500 to $209.8350. 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.
- [F7]The transaction was executed in multiple trades at prices ranging from $209.8600 to $210.8200. 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.
- [F8]The transaction was executed in multiple trades at prices ranging from $210.9250 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.
- [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.
Documents
Issuer
Morningstar, Inc.
CIK 0001289419
Entity typeother
Related Parties
1- filerCIK 0001324069
Filing Metadata
- Form type
- 4
- Filed
- Nov 19, 7:00 PM ET
- Accepted
- Nov 20, 4:56 PM ET
- Size
- 18.2 KB