Last 12 months
Inside the activity.
1 purchase rows · 259 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 49 |
| Dec 2025 | 0 | 1 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 70 |
| Mar 2026 | 1 | 1 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 72 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 66 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 20, 2024 Filed May 21, 2024 21:02 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,538 | $299.17 | $759,293.97 |
DisclosureSEC source: 0001062993-24-010902 · form4.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,690,627 F1 · kind: 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. F4 · price: The transaction was executed in multiple trades at prices ranging from $298.7750 to $299.7400. 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. Read SEC document |
| May 17, 2024 Filed May 18, 2024 00:12 UTC |
Wiersema ConanCAO & PAO
|
Tax withholdingCommon Stock | 52 | $297.26 | $15,457.52 |
DisclosureSEC source: 0001062993-24-010726 · form4.xml · nonDerivative · entry 2 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,070 Read SEC document |
| May 17, 2024 Filed May 17, 2024 20:22 UTC |
DUBINSKY JASONChief Financial Officer
|
Exercise / conversionMarket Stock Units · Derivative | 1,254 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-010731 · form4.xml · derivative · entry 5 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,254 shares Expires 2024-05-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2021. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2021. F2 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2021. Read SEC document |
| May 17, 2024 Filed May 17, 2024 20:22 UTC |
DUBINSKY JASONChief Financial Officer
|
GrantCommon Stock | 91 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010731 · form4.xml · nonDerivative · entry 4 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,185 F3 · ownership.direct: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending May 14, 2024 in excess of target under the terms of a market stock unit grant on May 15, 2021. Read SEC document |
| May 17, 2024 Filed May 17, 2024 20:22 UTC |
DUBINSKY JASONChief Financial Officer
|
Tax withholdingCommon Stock | 1,302 | $297.26 | $387,032.52 |
DisclosureSEC source: 0001062993-24-010731 · form4.xml · nonDerivative · entry 3 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,094 Read SEC document |
| May 17, 2024 Filed May 17, 2024 20:22 UTC |
DUBINSKY JASONChief Financial Officer
|
Exercise / conversionCommon Stock | 1,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010731 · form4.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,792 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2021. Read SEC document |
| May 17, 2024 Filed May 17, 2024 20:19 UTC |
Dunn Daniel JosephChief Revenue Officer
|
Exercise / conversionMarket Stock Units · Derivative | 697 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-010727 · form4.xml · derivative · entry 5 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 697 shares Expires 2024-05-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2021. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2021. F2 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2021. Read SEC document |
| May 17, 2024 Filed May 17, 2024 20:19 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010727 · form4.xml · nonDerivative · entry 4 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,827 F3 · ownership.direct: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending May 14, 2024 in excess of target under the terms of a market stock unit grant on May 15, 2021. Read SEC document |
| May 17, 2024 Filed May 17, 2024 20:19 UTC |
Dunn Daniel JosephChief Revenue Officer
|
Tax withholdingCommon Stock | 652 | $297.26 | $193,813.52 |
DisclosureSEC source: 0001062993-24-010727 · form4.xml · nonDerivative · entry 3 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,448 Read SEC document |
| May 17, 2024 Filed May 17, 2024 20:19 UTC |
Dunn Daniel JosephChief Revenue Officer
|
Exercise / conversionCommon Stock | 697 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010727 · form4.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,269 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2021. Read SEC document |
| May 17, 2024 Filed May 18, 2024 00:22 UTC |
Kapoor KunalDirector · CEO
|
Exercise / conversionMarket Stock Units · Derivative | 5,580 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-010730 · form4.xml · derivative · entry 5 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,648 shares Expires 2024-05-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2021. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2021. F2 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2021. Read SEC document |
| May 17, 2024 Filed May 18, 2024 00:22 UTC |
Kapoor KunalDirector · CEO
|
GrantCommon Stock | 404 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010730 · form4.xml · nonDerivative · entry 4 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,265 F3 · ownership.direct: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending May 14, 2024 in excess of target under the terms of a market stock unit grant on May 15, 2021. Read SEC document |
| May 17, 2024 Filed May 18, 2024 00:22 UTC |
Kapoor KunalDirector · CEO
|
Tax withholdingCommon Stock | 6,662 | $297.26 | $1,980,346.12 |
DisclosureSEC source: 0001062993-24-010730 · form4.xml · nonDerivative · entry 3 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,861 Read SEC document |
| May 17, 2024 Filed May 18, 2024 00:22 UTC |
Kapoor KunalDirector · CEO
|
Exercise / conversionCommon Stock | 5,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010730 · form4.xml · nonDerivative · entry 2 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,523 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · shares: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2021. Read SEC document |
| May 17, 2024 Filed May 21, 2024 21:02 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 698 | $300.16 | $209,512.17 |
DisclosureSEC source: 0001062993-24-010902 · form4.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,693,165 F1 · kind: 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. F3 · price: The transaction was executed in multiple trades at prices ranging from $299.9800 to $300.4550. 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. Read SEC document |
| May 17, 2024 Filed May 21, 2024 21:02 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,587 | $299.37 | $1,073,847.36 |
DisclosureSEC source: 0001062993-24-010902 · form4.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,693,863 F1 · kind: 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. F2 · price: The transaction was executed in multiple trades at prices ranging from $298.9700 to $299.9300. 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. Read SEC document |
| May 16, 2024 Filed May 18, 2024 00:24 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 130 | $301.70 | $39,221.00 |
DisclosureSEC source: 0001062993-24-010733 · form4.xml · nonDerivative · entry 8 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,697,450 F1 · kind: 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. Read SEC document |
| May 16, 2024 Filed May 18, 2024 00:24 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,513 | $301.04 | $756,506.23 |
DisclosureSEC source: 0001062993-24-010733 · form4.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,697,580 F1 · kind: 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. F7 · price: The transaction was executed in multiple trades at prices ranging from $300.6400 to $301.5200. 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. Read SEC document |
| May 16, 2024 Filed May 18, 2024 00:24 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,419 | $300.26 | $1,026,591.68 |
DisclosureSEC source: 0001062993-24-010733 · form4.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,700,093 F1 · kind: 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. F6 · price: The transaction was executed in multiple trades at prices ranging from $299.6400 to $300.6300. 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. Read SEC document |
| May 15, 2024 Filed May 17, 2024 21:48 UTC |
JOYNT STEPHENDirector
|
GrantCommon Stock (Restricted Stock Units) | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010692 · form4.xml · nonDerivative · entry 1 JOYNT STEPHEN · CIK 0001112639 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,518 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2025. Read SEC document |
| May 15, 2024 Filed May 18, 2024 00:12 UTC |
Wiersema ConanCAO & PAO
|
GrantMarket Stock Units · Derivative | 126 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010726 · form4.xml · derivative · entry 3 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 126 Underlying: Common Stock · 126 shares Expires 2027-05-14 F2 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2027. F2 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2027. Read SEC document |
| May 15, 2024 Filed May 18, 2024 00:12 UTC |
Wiersema ConanCAO & PAO
|
GrantConmon Stock (Restricted Units) | 252 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010726 · form4.xml · nonDerivative · entry 1 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,122 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2025. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:22 UTC |
DUBINSKY JASONChief Financial Officer
|
GrantMarket Stock Units · Derivative | 2,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010731 · form4.xml · derivative · entry 6 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,081 Underlying: Common Stock · 2,081 shares Expires 2027-05-14 F4 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2027. F4 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2027. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:22 UTC |
DUBINSKY JASONChief Financial Officer
|
GrantCommon Stock (Restricted Stock Units) | 1,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010731 · form4.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,538 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2025. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:19 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantMarket Stock Units · Derivative | 1,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010727 · form4.xml · derivative · entry 6 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,740 Underlying: Common Stock · 1,740 shares Expires 2027-05-14 F4 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2027. F4 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2027. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:19 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantCommon Stock (Restricted Stock Units) | 1,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010727 · form4.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,233 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2025. Read SEC document |
| May 15, 2024 Filed May 18, 2024 00:22 UTC |
Kapoor KunalDirector · CEO
|
GrantMarket Stock Units · Derivative | 6,862 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010730 · form4.xml · derivative · entry 6 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,862 Underlying: Common Stock · 6,862 shares Expires 2027-05-14 F4 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2027. F4 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2027. Read SEC document |
| May 15, 2024 Filed May 18, 2024 00:22 UTC |
Kapoor KunalDirector · CEO
|
GrantCommon Stock (Restricted Stock Units) | 4,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010730 · form4.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,943 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2025. Read SEC document |
| May 15, 2024 Filed May 18, 2024 00:24 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,388 | $301.87 | $418,989.59 |
DisclosureSEC source: 0001062993-24-010733 · form4.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,703,512 F1 · kind: 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. F5 · price: The transaction was executed in multiple trades at prices ranging from $301.6000 to $302.4400. 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. Read SEC document |
| May 15, 2024 Filed May 18, 2024 00:24 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,947 | $301.03 | $887,144.55 |
DisclosureSEC source: 0001062993-24-010733 · form4.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,704,900 F1 · kind: 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. F4 · price: The transaction was executed in multiple trades at prices ranging from $300.5700 to $301.4700. 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. Read SEC document |
| May 15, 2024 Filed May 18, 2024 00:24 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 264 | $299.80 | $79,146.20 |
DisclosureSEC source: 0001062993-24-010733 · form4.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,707,847 F1 · kind: 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. F3 · price: The transaction was executed in multiple trades at prices ranging from $299.4200 to $300.1100. 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. Read SEC document |
| May 15, 2024 Filed May 18, 2024 00:24 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 188 | $298.76 | $56,167.20 |
DisclosureSEC source: 0001062993-24-010733 · form4.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,708,111 F1 · kind: 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. F2 · price: The transaction was executed in multiple trades at prices ranging from $298.3650 to $299.1750. 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. Read SEC document |
| May 15, 2024 Filed May 18, 2024 00:24 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 17 | $297.25 | $5,053.25 |
DisclosureSEC source: 0001062993-24-010733 · form4.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,708,299 F1 · kind: 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. Read SEC document |
| May 15, 2024 Filed May 17, 2024 21:58 UTC |
Kaplan Steven NDirector
|
GrantCommon Stock (Restricted Stock Units) | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010697 · form4.xml · nonDerivative · entry 1 Kaplan Steven N · CIK 0001324001 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,816 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2025. Read SEC document |
| May 15, 2024 Filed May 17, 2024 21:45 UTC |
Landis Gail SDirector
|
GrantCommon Stock (Restricted Stock Units) | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010689 · form4.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,786 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2025. Read SEC document |
| May 15, 2024 Filed May 17, 2024 21:44 UTC |
Sutton DonielDirector
|
GrantCommon Stock (Restricted Stock Units) | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010688 · form4.xml · nonDerivative · entry 1 Sutton Doniel · CIK 0001842360 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,206 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2025. Read SEC document |
| May 15, 2024 Filed May 17, 2024 21:43 UTC |
Diamonte RobinDirector
|
GrantCommon Stock (Restricted Stock Units) | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010687 · form4.xml · nonDerivative · entry 1 Diamonte Robin · CIK 0001660012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,574 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2025. Read SEC document |
| May 15, 2024 Filed May 17, 2024 21:36 UTC |
TSAY CAROLINE JDirector
|
GrantCommon Stock (Restricted Stock Units) | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010681 · form4.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,214.5115 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2025. Read SEC document |
| May 15, 2024 Filed May 17, 2024 21:36 UTC |
FRANCIS CHERYL ADirector
|
GrantCommon Stock (Restricted Stock Units) | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010680 · form4.xml · nonDerivative · entry 1 FRANCIS CHERYL A · CIK 0001197386 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,170 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2025. Read SEC document |
| May 15, 2024 Filed Jun 6, 2024 22:03 UTC |
Lyons William MDirector
|
GrantCommon Stock (Restricted Units) | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-012099 · form4.xml · nonDerivative · entry 1 Lyons William M · CIK 0001411724 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 17,340 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, lnc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2025. Read SEC document |
| May 14, 2024 Filed May 15, 2024 21:30 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 345 | $297.51 | $102,639.74 |
DisclosureSEC source: 0001062993-24-010350 · form4.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,708,316 F1 · kind: 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. F6 · price: The transaction was executed in multiple trades at prices ranging from $297.4750 to $297.5850. 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. Read SEC document |
| May 14, 2024 Filed May 15, 2024 21:30 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,832 | $297.01 | $544,122.14 |
DisclosureSEC source: 0001062993-24-010350 · form4.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,708,661 F1 · kind: 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. F5 · price: The transaction was executed in multiple trades at prices ranging from $296.4300 to $297.3900. 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. Read SEC document |
| May 14, 2024 Filed May 15, 2024 21:30 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,504 | $295.81 | $740,705.49 |
DisclosureSEC source: 0001062993-24-010350 · form4.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,710,493 F1 · kind: 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. F4 · price: The transaction was executed in multiple trades at prices ranging from $295.4000 to $296.3200. 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. Read SEC document |
| May 13, 2024 Filed May 15, 2024 21:30 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 563 | $298.70 | $168,168.66 |
DisclosureSEC source: 0001062993-24-010350 · form4.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,712,997 F1 · kind: 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. F3 · price: The transaction was executed in multiple trades at prices ranging from $298.4400 to $299.0300. 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. Read SEC document |
| May 13, 2024 Filed May 15, 2024 21:30 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 995 | $297.87 | $296,379.75 |
DisclosureSEC source: 0001062993-24-010350 · form4.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,713,560 F1 · kind: 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. F2 · price: The transaction was executed in multiple trades at prices ranging from $297.3800 to $298.2700. 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. Read SEC document |
| May 10, 2024 Filed May 13, 2024 21:13 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 259 | $300.39 | $77,801.40 |
DisclosureSEC source: 0001062993-24-010062 · form4.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,714,555 F1 · kind: 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. F8 · price: The transaction was executed in multiple trades at prices ranging from $300.2200 to $300.6000. 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. Read SEC document |
| May 10, 2024 Filed May 13, 2024 21:13 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,445 | $299.63 | $432,966.94 |
DisclosureSEC source: 0001062993-24-010062 · form4.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,714,814 F1 · kind: 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. F7 · price: The transaction was executed in multiple trades at prices ranging from $299.2000 to $300.1400. 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. Read SEC document |
| May 10, 2024 Filed May 13, 2024 21:13 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,359 | $298.66 | $1,003,209.69 |
DisclosureSEC source: 0001062993-24-010062 · form4.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,716,259 F1 · kind: 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. F6 · price: The transaction was executed in multiple trades at prices ranging from $298.1900 to $299.1700. 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. Read SEC document |
| May 10, 2024 Filed May 13, 2024 21:12 UTC |
Kaplan Steven NDirector
|
SaleCommon Stock | 1,250 | $298.13 | $372,662.50 |
DisclosureSEC source: 0001062993-24-010061 · form4.xml · nonDerivative · entry 1 Kaplan Steven N · CIK 0001324001 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 43,177 F1 · security: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 3, 2023. F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 3, 2023. Read SEC document |
| May 09, 2024 Filed May 13, 2024 21:13 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,812 | $298.89 | $541,581.98 |
DisclosureSEC source: 0001062993-24-010062 · form4.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,719,618 F1 · kind: 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. F5 · price: The transaction was executed in multiple trades at prices ranging from $298.5800 to $299.3000. 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. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.