4//SEC Filing
Mansueto Joseph D 4
Accession 0001324069-25-000024
CIK 0001289419other
Filed
Nov 23, 7:00 PM ET
Accepted
Nov 24, 4:44 PM ET
Size
21.5 KB
Accession
0001324069-25-000024
Insider Transaction Report
Form 4
Mansueto Joseph D
DirectorChairman & CEO
Transactions
- Sale
Common Stock
2025-11-20$211.71/sh−2,069$438,030→ 8,609,744 total - Sale
Common Stock
2025-11-20$209.82/sh−1,104$231,644→ 8,615,813 total - Sale
Common Stock
2025-11-20$210.72/sh−4,000$842,892→ 8,611,813 total - Sale
Common Stock
2025-11-21$210.15/sh−2,701$567,607→ 8,606,966 total - Sale
Common Stock
2025-11-21$212.82/sh−566$120,454→ 8,602,865 total - Sale
Common Stock
2025-11-21$214.12/sh−361$77,299→ 8,602,504 total - Sale
Common Stock
2025-11-20$212.62/sh−77$16,371→ 8,609,667 total - Sale
Common Stock
2025-11-21$211.41/sh−3,535$747,328→ 8,603,431 total - Sale
Common Stock
2025-11-21$214.84/sh−87$18,691→ 8,602,417 total
Holdings
- 5,948,127(indirect: By Trust)
Common Stock
- 150,000(indirect: By Trust)
Common Stock
Footnotes (11)
- [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 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.
- [F11]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 $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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
Documents
Issuer
Morningstar, Inc.
CIK 0001289419
Entity typeother
Related Parties
1- filerCIK 0001324069
Filing Metadata
- Form type
- 4
- Filed
- Nov 23, 7:00 PM ET
- Accepted
- Nov 24, 4:44 PM ET
- Size
- 21.5 KB