Transaction · 0001289419-25-000011

Mansueto Joseph D

Mansueto Joseph D, CHAIR, reported an open-market or private sale at Morningstar, Inc. involving 2262.000000 shares for an estimated $738124.98. Reported holdings after the transaction were 10133586.000000 shares. The stored filing text includes a detected 10b5-1 reference.

Open-market sellSEC transaction code SCHAIR
MORNMorningstar, Inc.
Filing timeFeb 10
Trade dateFeb 07, 2025
Filing · SECView on SEC
InsiderProfile

Price performance since filing

Close on the filing date, the pre-filing context, and the forward return at standard windows
Price at filing
—
Pre-filing
1mo ago1w ago1d ago
Returns since
7d30d90d180d1y

MORN price since this filing

30 days of pre-filing context and vertical markers at the filing date plus 7d / 30d / 90d / 180d / 1y afterwards
MORN since 2025-02-10Filed 571 days ago · 30 days of pre-filing context shaded
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Filing datePost-filing windows (7d, 30d, 90d, 180d, 1y)30 days of pre-filing context

Transaction facts

Stored Form 4 columns with their raw values

Non-derivative
Type
Sell
Code S
Identifier
0001289419-25-000011
Common Stock
Transaction date
Feb 07, 2025
Filed Feb 10, 2025, 09:54 PM · 3d delay
Shares
2.26k sh
$32.6k per share
Estimated value
-$73.8M
Computed from shares × price
Holdings after
10.1M sh
Direct

Filing signal explanations

Badges describe filing facts only — not predictions.

Cluster 14dRepeat 30dPattern $10.0MLarge $100M
Direct Ownership Repeat Seller 10b5-1 Detected
-4score
Filing-only score

-4

Compact filing score computed from stored Form 4 facts. Version v1.

Neutral filing signal

This filing is broadly neutral on the filing-only scale. The Form 4 facts do not strongly tilt positive or negative.

Reported relationships & other filings

Form 4 relationship flags and nearby filing context

Reported roles

Executive Chairman

Officer YesDirector Yes10% YesOther No
Footnotes & amended
  1. 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 17, 2023.

  2. F2

    The transaction was executed in multiple trades at prices ranging from $325.1801 to $326.1600. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…

  3. F3

    The transaction was executed in multiple trades at prices ranging from $326.2400 to $327.2100. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…

  4. F4

    The transaction was executed in multiple trades at prices ranging from $327.5100 to $327.8450. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…

  5. F5

    The transaction was executed in multiple trades at prices ranging from $326.0850 to $327.0700. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…

  6. F6

    The transaction was executed in multiple trades at prices ranging from $327.6550 to $327.6950. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…

  7. 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.

  8. 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.

Original filing · 0001289419-25-000011
Related transactions

0 other filings

Same reporting owner
Recent company activity

0 recent txs

MORN