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 |
|---|---|---|---|---|---|---|
| June 02, 2023 Filed Jun 5, 2023 20:10 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 343 | $207.76 | $71,260.45 |
DisclosureSEC source: 0001062993-23-012927 · 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: 11,434,439 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 February 28, 2023. F7 · price: The transaction was executed in multiple trades at prices ranging from $207.7150 to $207.8600. 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 |
| June 02, 2023 Filed Jun 5, 2023 20:10 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,787 | $207.17 | $784,566.04 |
DisclosureSEC source: 0001062993-23-012927 · 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: 11,434,782 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 February 28, 2023. F6 · price: The transaction was executed in multiple trades at prices ranging from $206.6900 to $207.6850. 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 |
| June 02, 2023 Filed Jun 5, 2023 20:10 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,182 | $206.27 | $656,366.41 |
DisclosureSEC source: 0001062993-23-012927 · 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: 11,438,569 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 February 28, 2023. F5 · price: The transaction was executed in multiple trades at prices ranging from $205.6900 to $206.6850. 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 |
| June 02, 2023 Filed Jun 5, 2023 20:10 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 120 | $204.45 | $24,533.50 |
DisclosureSEC source: 0001062993-23-012927 · 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: 11,441,751 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 February 28, 2023. F4 · price: The transaction was executed in multiple trades at prices ranging from $204.4250 to $204.4500. 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 |
| June 01, 2023 Filed Jun 5, 2023 20:10 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,710 | $205.00 | $350,555.30 |
DisclosureSEC source: 0001062993-23-012927 · 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: 11,441,871 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 February 28, 2023. F3 · price: The transaction was executed in multiple trades at prices ranging from $204.7000 to $205.3900. 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 |
| June 01, 2023 Filed Jun 5, 2023 20:10 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 6,362 | $204.15 | $1,298,784.49 |
DisclosureSEC source: 0001062993-23-012927 · 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: 11,443,581 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 February 28, 2023. F2 · price: The transaction was executed in multiple trades at prices ranging from $203.7000 to $204.6800. 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 31, 2023 Filed Jun 1, 2023 19:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 740 | $207.03 | $153,205.68 |
DisclosureSEC source: 0001062993-23-012593 · form4.xml · nonDerivative · entry 9 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,449,943 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 February 28, 2023. F10 · price: The transaction was executed in multiple trades at prices ranging from $206.9900 to $207.1500. 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 31, 2023 Filed Jun 1, 2023 19:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,892 | $206.43 | $1,009,845.29 |
DisclosureSEC source: 0001062993-23-012593 · 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: 11,450,683 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 February 28, 2023. F9 · price: The transaction was executed in multiple trades at prices ranging from $205.9800 to $206.9550. 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 30, 2023 Filed Jun 1, 2023 19:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 492 | $207.54 | $102,108.45 |
DisclosureSEC source: 0001062993-23-012593 · 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: 11,455,575 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 February 28, 2023. F8 · price: The transaction was executed in multiple trades at prices ranging from $207.3500 to $207.7200. 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 30, 2023 Filed Jun 1, 2023 19:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,499 | $206.74 | $516,649.51 |
DisclosureSEC source: 0001062993-23-012593 · 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: 11,456,067 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 February 28, 2023. F7 · price: The transaction was executed in multiple trades at prices ranging from $206.2600 to $207.2500. 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 30, 2023 Filed Jun 1, 2023 19:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,238 | $204.82 | $458,376.42 |
DisclosureSEC source: 0001062993-23-012593 · 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: 11,458,566 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 February 28, 2023. F6 · price: The transaction was executed in multiple trades at prices ranging from $204.5600 to $205.3700. 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 30, 2023 Filed Jun 1, 2023 19:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,229 | $204.05 | $454,825.22 |
DisclosureSEC source: 0001062993-23-012593 · 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: 11,460,804 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 February 28, 2023. F5 · price: The transaction was executed in multiple trades at prices ranging from $203.5400 to $204.4800. 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 30, 2023 Filed Jun 1, 2023 19:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 980 | $203.35 | $199,282.71 |
DisclosureSEC source: 0001062993-23-012593 · 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: 11,463,033 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 February 28, 2023. F4 · price: The transaction was executed in multiple trades at prices ranging from $202.5150 to $203.4600. 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 30, 2023 Filed Jun 1, 2023 19:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,092 | $201.94 | $624,393.53 |
DisclosureSEC source: 0001062993-23-012593 · 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: 11,464,013 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 February 28, 2023. F3 · price: The transaction was executed in multiple trades at prices ranging from $201.4800 to $202.4000. 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 30, 2023 Filed Jun 1, 2023 19:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,120 | $200.80 | $224,900.37 |
DisclosureSEC source: 0001062993-23-012593 · 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: 11,467,105 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 February 28, 2023. F2 · price: The transaction was executed in multiple trades at prices ranging from $200.3900 to $201.2600. 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, 2023 Filed May 17, 2023 20:14 UTC |
DUBINSKY JASONChief Financial Officer
|
Exercise / conversionMarket Stock Units · Derivative | 1,842 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-011472 · form4.xml · derivative · entry 6 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,842 shares Expires 2023-05-17 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, 2020. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2020. F2 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2020. Read SEC document |
| May 17, 2023 Filed May 17, 2023 20:14 UTC |
DUBINSKY JASONChief Financial Officer
|
GrantCommon Stock | 674 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011472 · form4.xml · nonDerivative · entry 4 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,013 F3 · ownership.direct: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending May 14, 2023 in excess of target under the terms of a market stock unit grant on May 15, 2020. Read SEC document |
| May 17, 2023 Filed May 17, 2023 20:14 UTC |
DUBINSKY JASONChief Financial Officer
|
Tax withholdingCommon Stock | 1,735 | $189.94 | $329,545.90 |
DisclosureSEC source: 0001062993-23-011472 · form4.xml · nonDerivative · entry 3 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,687 Read SEC document |
| May 17, 2023 Filed May 17, 2023 20:14 UTC |
DUBINSKY JASONChief Financial Officer
|
Exercise / conversionCommon Stock | 1,842 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011472 · form4.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,422 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, 2020. Read SEC document |
| May 17, 2023 Filed May 17, 2023 20:14 UTC |
Dunn Daniel JosephChief Revenue Officer
|
Exercise / conversionMarket Stock Units · Derivative | 1,036 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-011473 · form4.xml · derivative · entry 6 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,036 shares Expires 2023-05-17 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, 2020. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2020. F2 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2020. Read SEC document |
| May 17, 2023 Filed May 17, 2023 20:14 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantCommon Stock | 379 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011473 · 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, 2023 in excess of target under the terms of a market stock unit grant on May 15, 2020. Read SEC document |
| May 17, 2023 Filed May 17, 2023 20:14 UTC |
Dunn Daniel JosephChief Revenue Officer
|
Tax withholdingCommon Stock | 821 | $189.94 | $155,940.74 |
DisclosureSEC source: 0001062993-23-011473 · 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, 2023 Filed May 17, 2023 20:14 UTC |
Dunn Daniel JosephChief Revenue Officer
|
Exercise / conversionCommon Stock | 1,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011473 · 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, 2020. Read SEC document |
| May 17, 2023 Filed May 18, 2023 00:15 UTC |
Kapoor KunalDirector · CEO
|
Exercise / conversionMarket Stock Units · Derivative | 8,058 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-011475 · form4.xml · derivative · entry 6 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,058 shares Expires 2023-05-17 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, 2020. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2020. F2 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2020. Read SEC document |
| May 17, 2023 Filed May 18, 2023 00:15 UTC |
Kapoor KunalDirector · CEO
|
GrantCommon Stock | 2,948 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011475 · form4.xml · nonDerivative · entry 4 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,909 F3 · ownership.direct: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending May 14, 2023 in excess of target under the terms of a market stock unit grant on May 15, 2020. Read SEC document |
| May 17, 2023 Filed May 18, 2023 00:15 UTC |
Kapoor KunalDirector · CEO
|
Tax withholdingCommon Stock | 9,714 | $189.94 | $1,845,077.16 |
DisclosureSEC source: 0001062993-23-011475 · form4.xml · nonDerivative · entry 3 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,961 Read SEC document |
| May 17, 2023 Filed May 18, 2023 00:15 UTC |
Kapoor KunalDirector · CEO
|
Exercise / conversionCommon Stock | 8,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011475 · form4.xml · nonDerivative · entry 2 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,675 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, 2020. Read SEC document |
| May 17, 2023 Filed May 18, 2023 00:15 UTC |
McGarry Kimberly JGlobal Controller & CAO
|
Tax withholdingCommon Stock | 129 | $189.94 | $24,502.26 |
DisclosureSEC source: 0001062993-23-011474 · form4.xml · nonDerivative · entry 2 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,340 Read SEC document |
| May 15, 2023 Filed May 18, 2023 00:12 UTC |
JOYNT STEPHENDirector
|
GrantCommon Stock (Restricted Stock Units) | 868 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011466 · form4.xml · nonDerivative · entry 1 JOYNT STEPHEN · CIK 0001112639 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,879 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, 2024. Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:14 UTC |
DUBINSKY JASONChief Financial Officer
|
GrantMarket Stock Units · Derivative | 3,046 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011472 · form4.xml · derivative · entry 5 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,046 Underlying: Common Stock · 3,046 shares Expires 2026-05-15 F4 · derivative.exercise_price: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2026. F4 · derivative.exercise_date: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2026. Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:14 UTC |
DUBINSKY JASONChief Financial Officer
|
GrantCommon Stock (Restricted Stock Units) | 2,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011472 · form4.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,580 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, 2024. Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:14 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantMarket Stock Units · Derivative | 2,284 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011473 · form4.xml · derivative · entry 5 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,284 Underlying: Common Stock · 2,284 shares Expires 2026-05-15 F4 · derivative.exercise_price: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2026. F4 · derivative.exercise_date: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2026. Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:14 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantCommon Stock (Restricted Stock Units) | 1,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011473 · 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, 2024. Read SEC document |
| May 15, 2023 Filed May 18, 2023 00:15 UTC |
Kapoor KunalDirector · CEO
|
GrantMarket Stock Units · Derivative | 9,899 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011475 · form4.xml · derivative · entry 5 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,899 Underlying: Common Stock · 9,899 shares Expires 2026-05-15 F4 · derivative.exercise_price: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2026. F4 · derivative.exercise_date: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2026. Read SEC document |
| May 15, 2023 Filed May 18, 2023 00:15 UTC |
Kapoor KunalDirector · CEO
|
GrantCommon Stock (Restricted Stock Units) | 6,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011475 · form4.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,617 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, 2024. Read SEC document |
| May 15, 2023 Filed May 18, 2023 00:09 UTC |
Lyons William MDirector
|
GrantCommon Stock (Restricted Stock Units) | 868 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011460 · form4.xml · nonDerivative · entry 1 Lyons William M · CIK 0001411724 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 16,701 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 full on Read SEC document |
| May 15, 2023 Filed May 18, 2023 00:15 UTC |
McGarry Kimberly JGlobal Controller & CAO
|
GrantMarket Stock Units · Derivative | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011474 · form4.xml · derivative · entry 3 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190 Underlying: Common Stock · 190 shares Expires 2026-05-15 F2 · derivative.exercise_price: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2026. F2 · derivative.exercise_date: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2026. Read SEC document |
| May 15, 2023 Filed May 18, 2023 00:15 UTC |
McGarry Kimberly JGlobal Controller & CAO
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GrantCommon Stock (Restricted Stock Units) | 394 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011474 · form4.xml · nonDerivative · entry 1 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,469 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, 2024. Read SEC document |
| May 15, 2023 Filed May 18, 2023 00:12 UTC |
Kaplan Steven NDirector
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GrantCommon Stock (Restricted Stock Units) | 868 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011467 · form4.xml · nonDerivative · entry 1 Kaplan Steven N · CIK 0001324001 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 45,677 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, 2024. Read SEC document |
| May 15, 2023 Filed May 18, 2023 00:11 UTC |
Landis Gail SDirector
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GrantCommon Stock (Restricted Stock Units) | 868 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011464 · form4.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,122 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 three equal annual installments beginning May 15, 2024. Read SEC document |
| May 15, 2023 Filed May 18, 2023 00:11 UTC |
Diamonte RobinDirector
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GrantCommon Stock (Restricted Stock Units) | 868 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011465 · form4.xml · nonDerivative · entry 1 Diamonte Robin · CIK 0001660012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,335 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, 2024. Read SEC document |
| May 15, 2023 Filed May 18, 2023 00:11 UTC |
Sutton DonielDirector
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GrantCommon Stock (Restricted Stock Units) | 868 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011463 · form4.xml · nonDerivative · entry 1 Sutton Doniel · CIK 0001842360 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,567 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, 2024. Read SEC document |
| May 15, 2023 Filed May 18, 2023 00:10 UTC |
FRANCIS CHERYL ADirector
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GrantCommon Stock (Restricted Stock Units) | 868 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011462 · form4.xml · nonDerivative · entry 1 FRANCIS CHERYL A · CIK 0001197386 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,531 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, 2024. Read SEC document |
| May 15, 2023 Filed May 18, 2023 00:09 UTC |
TSAY CAROLINE JDirector
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SaleCommon Stock | 651 | $191.32 | $124,549.32 |
DisclosureSEC source: 0001062993-23-011461 · form4.xml · nonDerivative · entry 3 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,575.5115 Read SEC document |
| May 15, 2023 Filed May 18, 2023 00:09 UTC |
TSAY CAROLINE JDirector
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OtherCommon Stock | 124 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011461 · form4.xml · nonDerivative · entry 2 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,226.5115 F2 · kind: The reporting person transferred these shares pursuant to a court filed stipulation in connection with a dissolution of marriage filed in Santa Clara County. The reporting person disclaims beneficial ownership of these securities, and this report shall not be deemed an admission that the reporting person is the beneficial owner of the securities for purposes of Section 16 or for any other purpose. Read SEC document |
| May 15, 2023 Filed May 18, 2023 00:09 UTC |
TSAY CAROLINE JDirector
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GrantCommon Stock (Restricted Stock Units) | 868 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011461 · form4.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,350.5115 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, 2024. Read SEC document |
| March 21, 2023 Filed Mar 23, 2023 17:24 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
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SaleCommon Stock | 190 | $189.01 | $35,912.20 |
DisclosureSEC source: 0001062993-23-007533 · 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: 11,468,225 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 31, 2022. F7 · price: The transaction was executed in multiple trades at prices ranging from $188.9500 to $189.1200. 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 |
| March 21, 2023 Filed Mar 23, 2023 17:24 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,171 | $188.12 | $408,418.72 |
DisclosureSEC source: 0001062993-23-007533 · 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: 11,468,415 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 31, 2022. F6 · price: The transaction was executed in multiple trades at prices ranging from $187.8600 to $188.7600. 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 |
| March 21, 2023 Filed Mar 23, 2023 17:24 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,157 | $187.59 | $404,622.14 |
DisclosureSEC source: 0001062993-23-007533 · 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: 11,470,586 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 31, 2022. F5 · price: The transaction was executed in multiple trades at prices ranging from $186.8600 to $187.8500. 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 |
| March 21, 2023 Filed Mar 23, 2023 17:24 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 820 | $186.24 | $152,719.92 |
DisclosureSEC source: 0001062993-23-007533 · 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: 11,472,743 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 31, 2022. F4 · price: The transaction was executed in multiple trades at prices ranging from $185.7700 to $186.5400. 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.