Tapewire

Nasdaq · USD

MORN

Morningstar, Inc.

Export transactions ↓
Tapewire entity
915
SEC CIK
0001289419
Parsed reports
963

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
MonthPurchasesSales
Nov 2025049
Dec 202501
Jan 202600
Feb 2026070
Mar 202611
Apr 202600
May 2026072
Jun 202600
Jul 202600
Aug 2026066
Sep 202600
Oct 202600

Latest available

Insider transactions

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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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
January 03, 2023 Filed Jan 4, 2023 22:17 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 288 $216.03 $62,217.59
Disclosure

SEC source: 0001062993-23-000365 · form4.xml · nonDerivative · entry 1

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,670,796

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.

F2 · price: The transaction was executed in multiple trades at prices ranging from $215.6300 to $216.5900. 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
December 29, 2022 Filed Jan 3, 2023 22:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,635 $219.35 $577,989.62
Disclosure

SEC source: 0001062993-23-000071 · form4.xml · nonDerivative · entry 10

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,671,084

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.

F10 · price: The transaction was executed in multiple trades at prices ranging from $219.0600 to $219.7500. 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
December 29, 2022 Filed Jan 3, 2023 22:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,355 $218.64 $733,539.88
Disclosure

SEC source: 0001062993-23-000071 · form4.xml · nonDerivative · entry 9

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,673,719

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.

F9 · price: The transaction was executed in multiple trades at prices ranging from $218.0600 to $219.0550. 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
December 29, 2022 Filed Jan 3, 2023 22:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 520 $217.27 $112,980.87
Disclosure

SEC source: 0001062993-23-000071 · form4.xml · nonDerivative · entry 8

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,677,074

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.

F8 · price: The transaction was executed in multiple trades at prices ranging from $216.7800 to $217.7600. 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
December 29, 2022 Filed Jan 3, 2023 22:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 990 $216.23 $214,070.87
Disclosure

SEC source: 0001062993-23-000071 · form4.xml · nonDerivative · entry 7

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,677,594

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 $215.7100 to $216.6600. 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
December 29, 2022 Filed Jan 3, 2023 22:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 385 $215.01 $82,779.93
Disclosure

SEC source: 0001062993-23-000071 · form4.xml · nonDerivative · entry 6

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,678,584

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 $214.6000 to $215.3700. 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
December 29, 2022 Filed Jan 3, 2023 22:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,235 $214.06 $264,369.78
Disclosure

SEC source: 0001062993-23-000071 · form4.xml · nonDerivative · entry 5

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,678,969

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 $213.4400 to $214.3700. 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
December 29, 2022 Filed Jan 3, 2023 22:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 280 $213.01 $59,641.62
Disclosure

SEC source: 0001062993-23-000071 · form4.xml · nonDerivative · entry 4

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,680,204

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 $212.4400 to $213.3500. 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
December 29, 2022 Filed Jan 3, 2023 22:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 44 $211.65 $9,312.52
Disclosure

SEC source: 0001062993-23-000071 · form4.xml · nonDerivative · entry 3

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,680,484

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.

F3 · price: The transaction was executed in multiple trades at prices ranging from $211.0100 to $211.7100. 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
December 29, 2022 Filed Jan 3, 2023 22:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 136 $210.21 $28,589.04
Disclosure

SEC source: 0001062993-23-000071 · form4.xml · nonDerivative · entry 2

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,680,528

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.

F2 · price: The transaction was executed in multiple trades at prices ranging from $209.9300 to $210.7450. 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
December 29, 2022 Filed Jan 3, 2023 22:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 20 $208.69 $4,173.80
Disclosure

SEC source: 0001062993-23-000071 · form4.xml · nonDerivative · entry 1

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,680,664

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.

Read SEC document
December 28, 2022 Filed Dec 29, 2022 19:54 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 582 $213.62 $124,329.52
Disclosure

SEC source: 0001062993-22-024536 · form4.xml · nonDerivative · entry 5

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,680,684

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 $213.4800 to $213.7900. 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
December 28, 2022 Filed Dec 29, 2022 19:54 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,638 $212.98 $348,857.31
Disclosure

SEC source: 0001062993-22-024536 · form4.xml · nonDerivative · entry 4

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,681,266

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 $212.4450 to $213.4000. 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
December 28, 2022 Filed Dec 29, 2022 19:54 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,900 $211.86 $614,405.89
Disclosure

SEC source: 0001062993-22-024536 · form4.xml · nonDerivative · entry 3

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,682,904

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 $211.3100 to $212.2150. 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
December 27, 2022 Filed Dec 29, 2022 19:54 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 368 $213.88 $78,708.69
Disclosure

SEC source: 0001062993-22-024536 · form4.xml · nonDerivative · entry 2

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,685,804

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 August 31, 2022.

F3 · price: The transaction was executed in multiple trades at prices ranging from $213.6400 to $214.0200. 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
December 27, 2022 Filed Dec 29, 2022 19:54 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,989 $212.86 $849,108.51
Disclosure

SEC source: 0001062993-22-024536 · form4.xml · nonDerivative · entry 1

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,686,172

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.

F2 · price: The transaction was executed in multiple trades at prices ranging from $212.5000 to $213.4900. 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
December 23, 2022 Filed Dec 27, 2022 20:23 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 120 $215.51 $25,861.20
Disclosure

SEC source: 0001062993-22-024491 · form4.xml · nonDerivative · entry 2

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,690,161

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.

Read SEC document
December 23, 2022 Filed Dec 27, 2022 20:23 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,286 $214.21 $275,475.35
Disclosure

SEC source: 0001062993-22-024491 · form4.xml · nonDerivative · entry 1

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,690,281

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.

F2 · price: The transaction was executed in multiple trades at prices ranging from $214.0100 to $214.6300. 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
December 22, 2022 Filed Dec 23, 2022 15:13 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 529 $215.07 $113,772.51
Disclosure

SEC source: 0001062993-22-024438 · form4.xml · nonDerivative · entry 6

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,691,567

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 $215.0100 to $215.2200. 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
December 22, 2022 Filed Dec 23, 2022 15:13 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 5,834 $214.66 $1,252,325.86
Disclosure

SEC source: 0001062993-22-024438 · form4.xml · nonDerivative · entry 5

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,692,096

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 $214.0100 to $215.0050. 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
December 21, 2022 Filed Dec 23, 2022 15:13 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 180 $215.56 $38,801.39
Disclosure

SEC source: 0001062993-22-024438 · form4.xml · nonDerivative · entry 4

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,697,930

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 $215.5100 to $215.6500. 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
December 21, 2022 Filed Dec 23, 2022 15:13 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,449 $214.84 $955,813.82
Disclosure

SEC source: 0001062993-22-024438 · form4.xml · nonDerivative · entry 3

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,698,110

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 $214.5000 to $215.4700. 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
December 21, 2022 Filed Dec 23, 2022 15:13 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 8,691 $214.03 $1,860,164.28
Disclosure

SEC source: 0001062993-22-024438 · form4.xml · nonDerivative · entry 2

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,702,559

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.

F3 · price: The transaction was executed in multiple trades at prices ranging from $213.4950 to $214.4900. 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
December 21, 2022 Filed Dec 23, 2022 15:13 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,180 $212.93 $251,256.46
Disclosure

SEC source: 0001062993-22-024438 · form4.xml · nonDerivative · entry 1

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,711,250

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.

F2 · price: The transaction was executed in multiple trades at prices ranging from $212.4800 to $213.2700. 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
December 20, 2022 Filed Dec 21, 2022 17:06 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 540 $214.69 $115,934.71
Disclosure

SEC source: 0001062993-22-024280 · form4.xml · nonDerivative · entry 3

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,712,430

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.

F3 · price: The transaction was executed in multiple trades at prices ranging from $214.4600 to $214.9500. 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
December 20, 2022 Filed Dec 21, 2022 17:06 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,260 $213.31 $482,073.37
Disclosure

SEC source: 0001062993-22-024280 · form4.xml · nonDerivative · entry 2

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,712,970

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.

F2 · price: The transaction was executed in multiple trades at prices ranging from $213.1300 to $214.0575. 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
December 19, 2022 Filed Dec 21, 2022 17:06 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 14,500 $214.43 $3,109,220.50
Disclosure

SEC source: 0001062993-22-024280 · form4.xml · nonDerivative · entry 1

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,715,230

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.

Read SEC document
December 14, 2022 Filed Dec 15, 2022 19:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 15 $234.57 $3,518.55
Disclosure

SEC source: 0001062993-22-023929 · form4.xml · nonDerivative · entry 11

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,729,730

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.

Read SEC document
December 14, 2022 Filed Dec 15, 2022 19:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,245 $232.96 $290,034.08
Disclosure

SEC source: 0001062993-22-023929 · form4.xml · nonDerivative · entry 10

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,729,745

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.

F10 · price: The transaction was executed in multiple trades at prices ranging from $232.8800 to $233.7300. 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
December 13, 2022 Filed Dec 15, 2022 19:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 100 $241.00 $24,100.00
Disclosure

SEC source: 0001062993-22-023929 · form4.xml · nonDerivative · entry 9

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,730,990

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.

Read SEC document
December 13, 2022 Filed Dec 15, 2022 19:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 360 $240.07 $86,424.59
Disclosure

SEC source: 0001062993-22-023929 · form4.xml · nonDerivative · entry 8

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,731,090

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.

F9 · price: The transaction was executed in multiple trades at prices ranging from $239.8200 to $240.5400. 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
December 13, 2022 Filed Dec 15, 2022 19:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 960 $239.20 $229,635.26
Disclosure

SEC source: 0001062993-22-023929 · form4.xml · nonDerivative · entry 7

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,731,450

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 August 31, 2022.

F8 · price: The transaction was executed in multiple trades at prices ranging from $238.7900 to $239.6150. 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.

Read SEC document
December 13, 2022 Filed Dec 15, 2022 19:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 454 $238.27 $108,175.17
Disclosure

SEC source: 0001062993-22-023929 · form4.xml · nonDerivative · entry 6

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,732,410

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 $237.7200 to $238.5800. 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
December 13, 2022 Filed Dec 15, 2022 19:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,195 $236.97 $283,173.77
Disclosure

SEC source: 0001062993-22-023929 · form4.xml · nonDerivative · entry 5

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,732,864

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 $236.6700 to $237.6500. 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
December 13, 2022 Filed Dec 15, 2022 19:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 360 $236.04 $84,972.74
Disclosure

SEC source: 0001062993-22-023929 · form4.xml · nonDerivative · entry 4

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,734,059

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 $235.5700 to $236.3300. 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
December 13, 2022 Filed Dec 15, 2022 19:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,850 $234.70 $434,195.37
Disclosure

SEC source: 0001062993-22-023929 · form4.xml · nonDerivative · entry 3

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,734,419

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 $234.3700 to $235.3300. 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
December 13, 2022 Filed Dec 15, 2022 19:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,851 $233.88 $900,666.87
Disclosure

SEC source: 0001062993-22-023929 · form4.xml · nonDerivative · entry 2

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,736,269

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.

F3 · price: The transaction was executed in multiple trades at prices ranging from $233.3700 to $234.3500. 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
December 13, 2022 Filed Dec 15, 2022 19:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,375 $232.96 $320,316.70
Disclosure

SEC source: 0001062993-22-023929 · form4.xml · nonDerivative · entry 1

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,740,120

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.

F2 · price: The transaction was executed in multiple trades at prices ranging from $232.3700 to $233.3400. 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
December 12, 2022 Filed Dec 13, 2022 17:28 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 800 $232.60 $186,082.40
Disclosure

SEC source: 0001062993-22-023765 · form4.xml · nonDerivative · entry 2

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,741,495

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.

F3 · price: The transaction was executed in multiple trades at prices ranging from $232.570 to $232.720. 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
December 09, 2022 Filed Dec 13, 2022 17:28 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 946 $235.86 $223,121.95
Disclosure

SEC source: 0001062993-22-023765 · form4.xml · nonDerivative · entry 1

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,742,295

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.

F2 · price: The transaction was executed in multiple trades at prices ranging from $235.6500 to $236.4400. 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
December 08, 2022 Filed Dec 9, 2022 21:05 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 40 $241.19 $9,647.60
Disclosure

SEC source: 0001062993-22-023615 · form4.xml · nonDerivative · entry 10

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,743,241

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.

Read SEC document
December 08, 2022 Filed Dec 9, 2022 21:05 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 913 $239.95 $219,075.90
Disclosure

SEC source: 0001062993-22-023615 · form4.xml · nonDerivative · entry 9

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,743,281

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.

F9 · price: The transaction was executed in multiple trades at prices ranging from $239.4300 to $240.3900. 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
December 08, 2022 Filed Dec 9, 2022 21:05 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,004 $238.93 $239,887.73
Disclosure

SEC source: 0001062993-22-023615 · form4.xml · nonDerivative · entry 8

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,744,194

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.

F8 · price: The transaction was executed in multiple trades at prices ranging from $238.4300 to $239.4150. 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
December 08, 2022 Filed Dec 9, 2022 21:05 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,250 $237.70 $772,526.95
Disclosure

SEC source: 0001062993-22-023615 · form4.xml · nonDerivative · entry 7

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,745,198

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 $237.3800 to $238.3100. 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.

Read SEC document
December 08, 2022 Filed Dec 9, 2022 21:05 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
GiftCommon Stock 56,000 $0.00 $0.00
Disclosure

SEC source: 0001062993-22-023615 · form4.xml · nonDerivative · entry 6

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,748,448

Read SEC document
December 07, 2022 Filed Dec 9, 2022 21:05 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 581 $239.11 $138,924.13
Disclosure

SEC source: 0001062993-22-023615 · form4.xml · nonDerivative · entry 5

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,804,448

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 $239.0000 to $239.3000. 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
December 07, 2022 Filed Dec 9, 2022 21:05 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,889 $238.52 $1,166,128.19
Disclosure

SEC source: 0001062993-22-023615 · form4.xml · nonDerivative · entry 4

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,805,029

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 $238.0000 to $238.9900. 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.

Read SEC document
December 07, 2022 Filed Dec 9, 2022 21:05 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,340 $237.48 $318,223.74
Disclosure

SEC source: 0001062993-22-023615 · form4.xml · nonDerivative · entry 3

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,809,918

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 $236.9900 to $237.9400. 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
December 07, 2022 Filed Dec 9, 2022 21:05 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 240 $236.03 $56,646.17
Disclosure

SEC source: 0001062993-22-023615 · form4.xml · nonDerivative · entry 2

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,811,258

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.

F3 · price: The transaction was executed in multiple trades at prices ranging from $235.5500 to $236.5300. 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
December 07, 2022 Filed Dec 9, 2022 21:05 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 460 $234.29 $107,771.42
Disclosure

SEC source: 0001062993-22-023615 · form4.xml · nonDerivative · entry 1

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 11,811,498

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.

F2 · price: The transaction was executed in multiple trades at prices ranging from $234.1100 to $234.8200. 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.