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 15, 2026 Filed May 15, 2026 21:41 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,525 | $168.66 | $257,213.97 |
DisclosureSEC source: 0001324069-26-000026 · wk-form4_1778881261.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,079,261 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 19, 2025. F8 · price: The transaction was executed in multiple trades at prices ranging from $168.1800 to $169.1750. The price reported above reflects the weighted average sales 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, 2026 Filed May 15, 2026 21:41 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 704 | $167.49 | $117,912.89 |
DisclosureSEC source: 0001324069-26-000026 · wk-form4_1778881261.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,080,786 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 19, 2025. F7 · price: The transaction was executed in multiple trades at prices ranging from $167.1700 to $167.9700. The price reported above reflects the weighted average sales 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, 2026 Filed May 19, 2026 23:43 UTC |
JOYNT STEPHENDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001112639-26-000002 · wk-form4_1779234186.xml · nonDerivative · entry 1 JOYNT STEPHEN · CIK 0001112639 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,282 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, 2027. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:39 UTC |
Holt MichaelChief Financial Officer
|
GrantMarket Stock Units · Derivative | 4,290 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002050530-26-000006 · wk-form4_1779233976.xml · derivative · entry 5 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,290 Underlying: Common Stock · 4,290 shares Expires 2029-05-14 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, 2029. F4 · 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, 2029. 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, 2029. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:39 UTC |
Holt MichaelChief Financial Officer
|
Exercise / conversionMarket Stock Units · Derivative | 243 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002050530-26-000006 · wk-form4_1779233976.xml · derivative · entry 4 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 243 shares Expires 2026-05-15 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. F3 · derivative.exercise_price: Represents common stock earned from the vesting of market stock unit granted on May 15, 2023. F3 · price: Represents common stock earned from the vesting of market stock unit granted on May 15, 2023. F3 · derivative.exercise_date: Represents common stock earned from the vesting of market stock unit granted on May 15, 2023. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:39 UTC |
Holt MichaelChief Financial Officer
|
SaleCommon Stock | 270 | $166.05 | $44,833.50 |
DisclosureSEC source: 0002050530-26-000006 · wk-form4_1779233976.xml · nonDerivative · entry 3 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,325.949 Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:39 UTC |
Holt MichaelChief Financial Officer
|
Exercise / conversionCommon Stock | 243 | $0.00 | $0.00 |
DisclosureSEC source: 0002050530-26-000006 · wk-form4_1779233976.xml · nonDerivative · entry 2 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,595.949 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. F3 · balance_after: Represents common stock earned from the vesting of market stock unit granted on May 15, 2023. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:39 UTC |
Holt MichaelChief Financial Officer
|
GrantCommon Stock (Restricted Stock Units) | 2,860 | $0.00 | $0.00 |
DisclosureSEC source: 0002050530-26-000006 · wk-form4_1779233976.xml · nonDerivative · entry 1 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,352.949 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, 2027. F2 · balance_after: Amount includes 12.949 shares that were inadvertently excluded from the reported amount of securities beneficially owned in prior Form 4 filings due to an administrative error. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:39 UTC |
Wiersema ConanCAO & PAO
|
GrantMarket Stock Units · Derivative | 451 | $0.00 | $0.00 |
DisclosureSEC source: 0002015224-26-000004 · wk-form4_1779233948.xml · derivative · entry 5 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 451 Underlying: Common Stock · 451 shares Expires 2029-05-15 F3 · 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, 2029. F3 · 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, 2029. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:39 UTC |
Wiersema ConanCAO & PAO
|
Exercise / conversionMarket Stock Units · Derivative | 13 | Not disclosed | Not disclosed |
DisclosureSEC source: 0002015224-26-000004 · wk-form4_1779233948.xml · derivative · entry 4 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 13 shares Expires 2026-05-15 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 market stock units granted on May 15, 2023. F2 · price: Represents common stock earned from the vesting of market stock units granted on May 15, 2023. F2 · derivative.exercise_date: Represents common stock earned from the vesting of market stock units granted on May 15, 2023. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:39 UTC |
Wiersema ConanCAO & PAO
|
Tax withholdingCommon Stock | 105 | $166.05 | $17,435.25 |
DisclosureSEC source: 0002015224-26-000004 · wk-form4_1779233948.xml · nonDerivative · entry 3 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,097 Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:39 UTC |
Wiersema ConanCAO & PAO
|
GrantCommon Stock | 13 | $0.00 | $0.00 |
DisclosureSEC source: 0002015224-26-000004 · wk-form4_1779233948.xml · nonDerivative · entry 2 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,202 F2 · shares: Represents common stock earned from the vesting of market stock units granted on May 15, 2023. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:39 UTC |
Wiersema ConanCAO & PAO
|
GrantCommon Stock (Restricted Stock Units) | 903 | $0.00 | $0.00 |
DisclosureSEC source: 0002015224-26-000004 · wk-form4_1779233948.xml · nonDerivative · entry 1 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,189 F1 · shares: 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, 2027. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:40 UTC |
Kapoor KunalDirector · CEO
|
GrantMarket Stock Units · Derivative | 17,039 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001451293-26-000002 · wk-form4_1779234003.xml · derivative · entry 6 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,039 Underlying: Common Stock · 17,039 shares Expires 2029-05-14 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, 2029. F4 · 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, 2029. 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, 2029. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:40 UTC |
Kapoor KunalDirector · CEO
|
Exercise / conversionMarket Stock Units · Derivative | 2,108 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001451293-26-000002 · wk-form4_1779234003.xml · derivative · entry 5 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,108 Underlying: Common Stock · 2,108 shares Expires 2026-05-15 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. F3 · derivative.exercise_price: Represents common stock earned from the vesting of market stock units granted on May 15, 2023. F3 · price: Represents common stock earned from the vesting of market stock units granted on May 15, 2023. F3 · derivative.exercise_date: Represents common stock earned from the vesting of market stock units granted on May 15, 2023. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:40 UTC |
Kapoor KunalDirector · CEO
|
Tax withholdingCommon Stock | 3,699 | $166.05 | $614,218.95 |
DisclosureSEC source: 0001451293-26-000002 · wk-form4_1779234003.xml · nonDerivative · entry 4 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,275 Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:40 UTC |
Kapoor KunalDirector · CEO
|
Exercise / conversionCommon Stock | 2,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001451293-26-000002 · wk-form4_1779234003.xml · nonDerivative · entry 3 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,974 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. F3 · price: Represents common stock earned from the vesting of market stock units granted on May 15, 2023. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:40 UTC |
Kapoor KunalDirector · CEO
|
GrantCommon Stock (Restricted Stock Units) | 11,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001451293-26-000002 · wk-form4_1779234003.xml · nonDerivative · entry 2 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,866 F2 · 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, 2027. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:40 UTC |
Kapoor KunalDirector · CEO
|
GrantCommon Stock (Restricted Stock Units) | 1,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001451293-26-000002 · wk-form4_1779234003.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,507 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units fully vest on May 15, 2027. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:40 UTC |
Lyons William MDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001411724-26-000002 · wk-form4_1779234033.xml · nonDerivative · entry 1 Lyons William M · CIK 0001411724 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,604 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, 2027. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:45 UTC |
BRAMMAN ANNE LDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,505 | $0.00 | $0.00 |
DisclosureSEC source: 0001637584-26-000004 · wk-form4_1779234308.xml · nonDerivative · entry 1 BRAMMAN ANNE L · CIK 0001637584 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,505 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, 2027. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:44 UTC |
TSAY CAROLINE JDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001628434-26-000002 · wk-form4_1779234286.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,888.5115 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, 2027. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:44 UTC |
Kaplan Steven NDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001324001-26-000002 · wk-form4_1779234263.xml · nonDerivative · entry 1 Kaplan Steven N · CIK 0001324001 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 43,080 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, 2027. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:43 UTC |
Sutton DonielDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001842360-26-000002 · wk-form4_1779234218.xml · nonDerivative · entry 1 Sutton Doniel · CIK 0001842360 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,970 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, 2027. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:41 UTC |
Diamonte RobinDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001660012-26-000002 · wk-form4_1779234109.xml · nonDerivative · entry 1 Diamonte Robin · CIK 0001660012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 11,338 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, 2027. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:41 UTC |
FRANCIS CHERYL ADirector
|
GrantCommon Stock (Restricted Stock Units) | 1,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001197386-26-000002 · wk-form4_1779234082.xml · nonDerivative · entry 1 FRANCIS CHERYL A · CIK 0001197386 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 36,934 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, 2027. Read SEC document |
| May 14, 2026 Filed May 15, 2026 21:41 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 709 | $169.52 | $120,189.54 |
DisclosureSEC source: 0001324069-26-000026 · wk-form4_1778881261.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,081,490 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 19, 2025. F6 · price: The transaction was executed in multiple trades at prices ranging from $169.5050 to $169.7350. The price reported above reflects the weighted average sales 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, 2026 Filed May 15, 2026 21:41 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,373 | $168.97 | $569,919.62 |
DisclosureSEC source: 0001324069-26-000026 · wk-form4_1778881261.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,082,199 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 19, 2025. F5 · price: The transaction was executed in multiple trades at prices ranging from $168.4800 to $169.4500. The price reported above reflects the weighted average sales 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, 2026 Filed May 15, 2026 21:41 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 794 | $167.74 | $133,184.53 |
DisclosureSEC source: 0001324069-26-000026 · wk-form4_1778881261.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,085,572 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 19, 2025. F4 · price: The transaction was executed in multiple trades at prices ranging from $167.3700 to $168.3000. The price reported above reflects the weighted average sales 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, 2026 Filed May 15, 2026 21:41 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,236 | $166.81 | $206,176.67 |
DisclosureSEC source: 0001324069-26-000026 · wk-form4_1778881261.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,086,366 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 19, 2025. F3 · price: The transaction was executed in multiple trades at prices ranging from $166.3200 to $167.2400. The price reported above reflects the weighted average sales 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, 2026 Filed May 15, 2026 21:41 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,138 | $165.60 | $188,453.71 |
DisclosureSEC source: 0001324069-26-000026 · wk-form4_1778881261.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,087,602 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 19, 2025. F2 · price: The transaction was executed in multiple trades at prices ranging from $165.2200 to $166.2000. The price reported above reflects the weighted average sales 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 12, 2026 Filed May 12, 2026 21:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,530 | $177.96 | $628,197.39 |
DisclosureSEC source: 0001324069-26-000024 · wk-form4_1778620850.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,088,740 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 19, 2025. F6 · price: The transaction was executed in multiple trades at prices ranging from $177.6000 to $178.4600. The price reported above reflects the weighted average sales 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 12, 2026 Filed May 12, 2026 21:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,732 | $177.16 | $306,837.14 |
DisclosureSEC source: 0001324069-26-000024 · wk-form4_1778620850.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,092,270 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 19, 2025. F5 · price: The transaction was executed in multiple trades at prices ranging from $176.6000 to $177.4000. The price reported above reflects the weighted average sales 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 12, 2026 Filed May 12, 2026 21:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,988 | $176.01 | $349,898.54 |
DisclosureSEC source: 0001324069-26-000024 · wk-form4_1778620850.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,094,002 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 19, 2025. F4 · price: The transaction was executed in multiple trades at prices ranging from $175.5300 to $176.4200. The price reported above reflects the weighted average sales 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 11, 2026 Filed May 12, 2026 21:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 18 | $176.72 | $3,180.87 |
DisclosureSEC source: 0001324069-26-000024 · wk-form4_1778620850.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,095,990 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 November 19, 2025. Read SEC document |
| May 11, 2026 Filed May 12, 2026 21:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 7,232 | $175.96 | $1,272,520.30 |
DisclosureSEC source: 0001324069-26-000024 · wk-form4_1778620850.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,096,008 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 19, 2025. F3 · price: The transaction was executed in multiple trades at prices ranging from $175.7000 to $176.6650. The price reported above reflects the weighted average sales 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 08, 2026 Filed May 12, 2026 21:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,002 | $177.08 | $708,674.56 |
DisclosureSEC source: 0001324069-26-000024 · wk-form4_1778620850.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,103,240 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 19, 2025. F2 · price: The transaction was executed in multiple trades at prices ranging from $176.9100 to $177.3900. The price reported above reflects the weighted average sales 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 07, 2026 Filed May 7, 2026 21:56 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 26 | $180.00 | $4,680.00 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 20 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,107,242 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 19, 2025. Read SEC document |
| May 07, 2026 Filed May 7, 2026 21:56 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 53 | $178.88 | $9,480.52 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 19 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,107,268 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 19, 2025. F19 · price: The transaction was executed in multiple trades at prices ranging from $178.5300 to $179.2300. The price reported above reflects the weighted average sales 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 07, 2026 Filed May 7, 2026 21:56 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 271 | $177.87 | $48,203.20 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 18 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,107,321 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 19, 2025. F18 · price: The transaction was executed in multiple trades at prices ranging from $177.5300 to $178.2300. The price reported above reflects the weighted average sales 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 07, 2026 Filed May 7, 2026 21:56 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 52 | $176.18 | $9,161.49 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 17 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,107,592 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 19, 2025. F17 · price: The transaction was executed in multiple trades at prices ranging from $175.9750 to $176.3900. The price reported above reflects the weighted average sales 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 07, 2026 Filed May 7, 2026 21:56 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 286 | $175.35 | $50,149.70 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 16 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,107,644 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 19, 2025. F16 · price: The transaction was executed in multiple trades at prices ranging from $174.8500 to $175.8050. The price reported above reflects the weighted average sales 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 07, 2026 Filed May 7, 2026 21:56 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,107 | $173.94 | $192,554.90 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 15 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,107,930 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 November 19, 2025. F15 · price: The transaction was executed in multiple trades at prices ranging from $173.7600 to $174.6800. The price reported above reflects the weighted average sales 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 07, 2026 Filed May 7, 2026 21:56 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,955 | $173.12 | $338,457.42 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 14 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,109,037 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 19, 2025. F14 · price: The transaction was executed in multiple trades at prices ranging from $172.6150 to $173.5600. The price reported above reflects the weighted average sales 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 07, 2026 Filed May 7, 2026 21:56 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,520 | $171.77 | $261,096.48 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 13 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,110,992 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 19, 2025. F13 · price: The transaction was executed in multiple trades at prices ranging from $171.5300 to $172.1600. The price reported above reflects the weighted average sales 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 07, 2026 Filed May 7, 2026 21:56 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,268 | $170.88 | $216,676.85 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 12 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,112,512 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 19, 2025. F12 · price: The transaction was executed in multiple trades at prices ranging from $170.4650 to $171.4000. The price reported above reflects the weighted average sales 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 07, 2026 Filed May 7, 2026 21:56 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 300 | $170.09 | $51,027.00 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 11 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,113,780 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 19, 2025. F11 · price: The transaction was executed in multiple trades at prices ranging from $169.4300 to $170.4200. The price reported above reflects the weighted average sales 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 07, 2026 Filed May 7, 2026 21:56 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 312 | $168.83 | $52,675.55 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 10 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,114,080 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 19, 2025. F10 · price: The transaction was executed in multiple trades at prices ranging from $168.3800 to $168.8500. The price reported above reflects the weighted average sales 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 07, 2026 Filed May 7, 2026 21:56 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 100 | $166.66 | $16,666.00 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 9 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,114,392 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 19, 2025. Read SEC document |
| May 06, 2026 Filed May 7, 2026 21:56 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 78 | $168.79 | $13,165.88 |
DisclosureSEC source: 0001324069-26-000022 · wk-form4_1778190985.xml · nonDerivative · entry 8 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,114,492 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 19, 2025. F9 · price: The transaction was executed in multiple trades at prices ranging from $168.6900 to $168.9900. The price reported above reflects the weighted average sales 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.