4//SEC Filing
Mansueto Joseph D 4
Accession 0001324069-25-000026
CIK 0001289419other
Filed
Nov 25, 7:00 PM ET
Accepted
Nov 26, 5:40 PM ET
Size
14.5 KB
Accession
0001324069-25-000026
Insider Transaction Report
Form 4
Mansueto Joseph D
DirectorChairman & CEO
Transactions
- Sale
Common Stock
2025-11-24$211.99/sh−316$66,990→ 8,602,101 total - Sale
Common Stock
2025-11-25$211.31/sh−157$33,175→ 8,601,944 total - Sale
Common Stock
2025-11-25$212.74/sh−481$102,328→ 8,601,463 total - Sale
Common Stock
2025-11-25$213.75/sh−570$121,835→ 8,600,893 total - Sale
Common Stock
2025-11-25$214.51/sh−78$16,732→ 8,600,815 total
Holdings
- 5,948,127(indirect: By Trust)
Common Stock
- 150,000(indirect: By Trust)
Common Stock
Footnotes (8)
- [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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [F7]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.
- [F8]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.
Documents
Issuer
Morningstar, Inc.
CIK 0001289419
Entity typeother
Related Parties
1- filerCIK 0001324069
Filing Metadata
- Form type
- 4
- Filed
- Nov 25, 7:00 PM ET
- Accepted
- Nov 26, 5:40 PM ET
- Size
- 14.5 KB