0001289419-24-000075.txt : 20240819
0001289419-24-000075.hdr.sgml : 20240819
20240819164028
ACCESSION NUMBER: 0001289419-24-000075
CONFORMED SUBMISSION TYPE: 4
PUBLIC DOCUMENT COUNT: 1
CONFORMED PERIOD OF REPORT: 20240815
FILED AS OF DATE: 20240819
DATE AS OF CHANGE: 20240819
REPORTING-OWNER:
OWNER DATA:
COMPANY CONFORMED NAME: Mansueto Joseph D
CENTRAL INDEX KEY: 0001324069
ORGANIZATION NAME:
FILING VALUES:
FORM TYPE: 4
SEC ACT: 1934 Act
SEC FILE NUMBER: 000-51280
FILM NUMBER: 241221186
MAIL ADDRESS:
STREET 1: C/O MORNINGSTAR, INC.
STREET 2: 22 WEST WASHINGTON STREET
CITY: CHICAGO
STATE: IL
ZIP: 60602
ISSUER:
COMPANY DATA:
COMPANY CONFORMED NAME: Morningstar, Inc.
CENTRAL INDEX KEY: 0001289419
STANDARD INDUSTRIAL CLASSIFICATION: INVESTMENT ADVICE [6282]
ORGANIZATION NAME: 02 Finance
IRS NUMBER: 363297908
STATE OF INCORPORATION: IL
FISCAL YEAR END: 1231
BUSINESS ADDRESS:
STREET 1: 22 WEST WASHINGTON STREET
CITY: CHICAGO
STATE: IL
ZIP: 60602
BUSINESS PHONE: (312) 696-6000
MAIL ADDRESS:
STREET 1: 22 WEST WASHINGTON STREET
CITY: CHICAGO
STATE: IL
ZIP: 60602
4
1
wk-form4_1724100022.xml
FORM 4
X0508
4
2024-08-15
0
0001289419
Morningstar, Inc.
MORN
0001324069
Mansueto Joseph D
22 W. WASHINGTON
CHICAGO
IL
60602
1
1
1
0
Executive Chairman
1
Common Stock
2024-08-15
4
S
0
1803
310.8397
D
10597996
D
Common Stock
2024-08-15
4
S
0
782
311.6949
D
10597214
D
Common Stock
2024-08-15
4
S
0
3332
312.8944
D
10593882
D
Common Stock
2024-08-15
4
S
0
992
313.7544
D
10592890
D
Common Stock
2024-08-16
4
S
0
692
313.1602
D
10592198
D
Common Stock
2024-08-16
4
S
0
1927
314.1238
D
10590271
D
Common Stock
2024-08-16
4
S
0
2579
315.6579
D
10587692
D
Common Stock
2024-08-16
4
S
0
2724
316.5162
D
10584968
D
Common Stock
4752663
I
By Trust
Common Stock
150000
I
By Trust
The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.
The transaction was executed in multiple trades at prices ranging from $310.1500 to $311.1100. 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.
The transaction was executed in multiple trades at prices ranging from $311.3700 to $312.0400. 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.
The transaction was executed in multiple trades at prices ranging from $312.3900 to $313.3100. 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.
The transaction was executed in multiple trades at prices ranging from $313.4500 to $313.9900. 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.
The transaction was executed in multiple trades at prices ranging from $312.6301 to $313.6050. 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.
The transaction was executed in multiple trades at prices ranging from $313.6650 to $314.6150. 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.
The transaction was executed in multiple trades at prices ranging from $315.1800 to $316.1650. 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.
The transaction was executed in multiple trades at prices ranging from $316.1800 to $316.9250. 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.
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.
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.
/s/ Kathleen Peacock, by power of attorney
2024-08-19