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 |
|---|---|---|---|---|---|---|
| November 17, 2022 Filed Nov 21, 2022 18:16 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantCommon Stock | 420 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022591 · form4.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,878 F2 · price: Represents additional common stock earned in part from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2022 in excess of target under the terms of a market stock unit grant on November 15, 2019. Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 18:16 UTC |
Dunn Daniel JosephChief Revenue Officer
|
Exercise / conversionCommon Stock | 646 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022591 · form4.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,458 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. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2019. Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 23:13 UTC |
Kapoor KunalDirector · CEO
|
Exercise / conversionMarket Stock Units · Derivative | 5,301 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-022589 · form4.xml · derivative · entry 4 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,301 shares Expires 2022-11-17 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. F1 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2019. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2019. F1 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2019. Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 23:13 UTC |
Kapoor KunalDirector · CEO
|
Tax withholdingCommon Stock | 3,879 | $241.30 | $936,002.70 |
DisclosureSEC source: 0001062993-22-022589 · form4.xml · nonDerivative · entry 3 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,773 Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 23:13 UTC |
Kapoor KunalDirector · CEO
|
GrantCommon Stock | 3,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022589 · form4.xml · nonDerivative · entry 2 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,652 F2 · price: Represents additional common stock earned in part from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2022 in excess of target under the terms of a market stock unit grant on November 15, 2019. Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 23:13 UTC |
Kapoor KunalDirector · CEO
|
Exercise / conversionCommon Stock | 5,301 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022589 · form4.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,199 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. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2019. Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 23:09 UTC |
Desmond BevinChief Talent & Culture Officer
|
Exercise / conversionMarket Stock Units · Derivative | 739 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-022587 · form4.xml · derivative · entry 5 Desmond Bevin · CIK 0001323954 · Chief Talent & Culture Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 739 shares Expires 2022-11-17 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. F1 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2019. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2019. F1 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2019. Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 23:09 UTC |
Desmond BevinChief Talent & Culture Officer
|
Tax withholdingCommon Stock | 541 | $241.30 | $130,543.30 |
DisclosureSEC source: 0001062993-22-022587 · form4.xml · nonDerivative · entry 3 Desmond Bevin · CIK 0001323954 · Chief Talent & Culture Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,774 Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 23:09 UTC |
Desmond BevinChief Talent & Culture Officer
|
GrantCommon Stock | 480 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022587 · form4.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Chief Talent & Culture Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,315 F2 · price: Represents additional common stock earned in part from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2022 in excess of target under the terms of a market stock unit grant on November 15, 2019. Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 23:09 UTC |
Desmond BevinChief Talent & Culture Officer
|
Exercise / conversionCommon Stock | 739 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022587 · form4.xml · nonDerivative · entry 1 Desmond Bevin · CIK 0001323954 · Chief Talent & Culture Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,835 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. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2019. Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 22:01 UTC |
TSAY CAROLINE JDirector
|
OtherCommon Stock | 2,048.5117 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022574 · form4.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,482.5115 F1 · 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. F2 · balance_after: Due to administrative error, this total is adjusted to include approximately 5 shares incorrectly omitted from the total shown on the reporting person's Forms 4 filed in May and August 2022. Read SEC document |
| November 16, 2022 Filed Nov 17, 2022 20:49 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,108 | $246.36 | $272,968.32 |
DisclosureSEC source: 0001062993-22-022375 · 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: 12,465,200 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 $246.1400 to $246.8600. 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 |
| November 16, 2022 Filed Nov 17, 2022 20:49 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,522 | $245.53 | $619,237.25 |
DisclosureSEC source: 0001062993-22-022375 · 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: 12,466,308 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 $245.1200 to $246.0900. 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 |
| November 16, 2022 Filed Nov 17, 2022 20:49 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,470 | $244.56 | $359,500.26 |
DisclosureSEC source: 0001062993-22-022375 · 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: 12,468,830 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 $244.0500 to $244.9800. 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 |
| November 15, 2022 Filed Nov 17, 2022 15:34 UTC |
DUBINSKY JASONChief Financial Officer
|
GrantMarket Stock Units · Derivative | 1,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022366 · form4.xml · derivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,606 Underlying: Common Stock · 1,606 shares Expires 2025-11-15 F1 · 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 November 14, 2025. F1 · 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 November 14, 2025. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 15:47 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantMarket Stock Units · Derivative | 1,204 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022372 · form4.xml · derivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,204 Underlying: Common Stock · 1,204 shares Expires 2025-11-15 F1 · 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 November 14, 2025. F1 · 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 November 14, 2025. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 21:11 UTC |
Kapoor KunalDirector · CEO
|
GrantMarket Stock Units · Derivative | 6,468 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022396 · form4.xml · derivative · entry 1 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,468 Underlying: Common Stock · 6,468 shares Expires 2025-11-15 F1 · 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 November 14, 2025. F1 · 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 November 14, 2025. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 20:49 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 762 | $245.82 | $187,314.99 |
DisclosureSEC source: 0001062993-22-022375 · 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: 12,470,300 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 $245.5300 to $246.2400. 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 |
| November 15, 2022 Filed Nov 17, 2022 20:49 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,363 | $244.89 | $823,567.09 |
DisclosureSEC source: 0001062993-22-022375 · 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: 12,471,062 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 $244.5200 to $245.5000. 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 |
| November 15, 2022 Filed Nov 17, 2022 20:49 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,617 | $243.96 | $638,450.39 |
DisclosureSEC source: 0001062993-22-022375 · 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: 12,474,425 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 $243.5000 to $244.4900. 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 |
| November 15, 2022 Filed Nov 17, 2022 20:49 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,825 | $243.02 | $443,505.30 |
DisclosureSEC source: 0001062993-22-022375 · 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: 12,477,042 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 $242.5000 to $243.4800. 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 |
| November 15, 2022 Filed Nov 17, 2022 20:49 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 532 | $241.99 | $128,740.60 |
DisclosureSEC source: 0001062993-22-022375 · 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: 12,478,867 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 $241.4100 to $242.3900. 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 |
| November 15, 2022 Filed Nov 17, 2022 20:49 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 120 | $240.56 | $28,867.70 |
DisclosureSEC source: 0001062993-22-022375 · 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: 12,479,399 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 $240.4050 to $241.3600. 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 |
| November 15, 2022 Filed Nov 17, 2022 20:45 UTC |
McGarry Kimberly JGlobal Controller & CAO
|
GrantMarket Stock Units · Derivative | 133 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022370 · form4.xml · derivative · entry 1 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133 Underlying: Common Stock · 133 shares Expires 2025-11-15 F1 · 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 November 14, 2025. F1 · 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 November 14, 2025. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 20:36 UTC |
Desmond BevinChief Talent & Culture Officer
|
GrantMarket Stock Units · Derivative | 936 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022368 · form4.xml · derivative · entry 1 Desmond Bevin · CIK 0001323954 · Chief Talent & Culture Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 936 Underlying: Common Stock · 936 shares Expires 2025-11-15 F1 · 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 November 14, 2025. F1 · 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 November 14, 2025. Read SEC document |
| November 15, 2022 Filed Dec 22, 2022 21:55 UTC |
McGarry Kimberly JGlobal Controller & CAO
|
Tax withholdingCommon Stock | 64 | $241.30 | $15,443.20 |
DisclosureSEC source: 0001062993-22-024417 · form4.xml · nonDerivative · entry 4 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,075 Read SEC document |
| November 14, 2022 Filed Nov 21, 2022 17:47 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,061 | $244.93 | $259,870.62 |
DisclosureSEC source: 0001062993-22-022527 · 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: 12,479,519 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 $244.6500 to $245.6150. 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 |
| November 11, 2022 Filed Nov 21, 2022 17:47 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 143 | $248.53 | $35,540.13 |
DisclosureSEC source: 0001062993-22-022527 · 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: 12,480,580 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2022. F6 · price: The transaction was executed in multiple trades at prices ranging from $248.1650 to $248.9950. 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 |
| November 11, 2022 Filed Nov 21, 2022 17:47 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 469 | $247.34 | $116,001.01 |
DisclosureSEC source: 0001062993-22-022527 · 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: 12,480,723 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 $247.0500 to $247.9600. 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 |
| November 11, 2022 Filed Nov 21, 2022 17:47 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 445 | $246.30 | $109,603.72 |
DisclosureSEC source: 0001062993-22-022527 · 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: 12,481,192 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 $246.0300 to $247.0250. 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 |
| November 11, 2022 Filed Nov 21, 2022 17:47 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,091 | $245.50 | $758,834.32 |
DisclosureSEC source: 0001062993-22-022527 · 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: 12,481,637 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 $245.0300 to $246.0000. 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 |
| November 11, 2022 Filed Nov 21, 2022 17:47 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,383 | $244.57 | $827,382.00 |
DisclosureSEC source: 0001062993-22-022527 · 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: 12,484,728 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 $244.0300 to $245.0200. 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 |
| November 10, 2022 Filed Nov 14, 2022 21:13 UTC |
Desmond BevinChief Talent & Culture Officer
|
SaleCommon Stock | 294 | $242.95 | $71,426.83 |
DisclosureSEC source: 0001062993-22-022051 · form4.xml · nonDerivative · entry 4 Desmond Bevin · CIK 0001323954 · Chief Talent & Culture Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 11,207 F3 · price: The transaction was executed in multiple trades at prices ranging from $242.9000 to $242.9700. 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 |
| November 10, 2022 Filed Nov 14, 2022 21:13 UTC |
Desmond BevinChief Talent & Culture Officer
|
SaleCommon Stock | 6,222 | $241.98 | $1,505,598.94 |
DisclosureSEC source: 0001062993-22-022051 · form4.xml · nonDerivative · entry 3 Desmond Bevin · CIK 0001323954 · Chief Talent & Culture Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By Spouse Disclosed balance after: 11,501 F2 · price: The transaction was executed in multiple trades at prices ranging from $241.7000 to $242.5100. 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 |
| November 10, 2022 Filed Nov 14, 2022 21:13 UTC |
Desmond BevinChief Talent & Culture Officer
|
SaleCommon Stock | 3,484 | $241.24 | $840,482.25 |
DisclosureSEC source: 0001062993-22-022051 · form4.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Chief Talent & Culture Officer 10b5-1 filing: Not disclosed Ownership: Indirect · By spouse Disclosed balance after: 17,723 F1 · price: The transaction was executed in multiple trades at prices ranging from $240.6800 to $241.6600. 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 |
| November 10, 2022 Filed Nov 14, 2022 15:07 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,603 | $243.29 | $633,295.32 |
DisclosureSEC source: 0001062993-22-021932 · 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: 12,488,111 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2022. F8 · price: The transaction was executed in multiple trades at prices ranging from $242.7600 to $243.7450. 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 |
| November 10, 2022 Filed Nov 14, 2022 15:07 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,819 | $242.11 | $1,166,717.49 |
DisclosureSEC source: 0001062993-22-021932 · 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: 12,490,714 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 $241.7400 to $242.7200. 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 |
| November 10, 2022 Filed Nov 14, 2022 15:07 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,876 | $241.43 | $694,357.57 |
DisclosureSEC source: 0001062993-22-021932 · 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: 12,495,533 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 $240.7400 to $241.7300. 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 |
| November 10, 2022 Filed Nov 14, 2022 15:07 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,521 | $240.11 | $365,206.70 |
DisclosureSEC source: 0001062993-22-021932 · 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: 12,498,409 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 $239.6300 to $240.5500. 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 |
| November 10, 2022 Filed Nov 14, 2022 15:07 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 625 | $238.92 | $149,325.56 |
DisclosureSEC source: 0001062993-22-021932 · 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: 12,499,930 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. F4 · price: The transaction was executed in multiple trades at prices ranging from $238.6000 to $239.2950. 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 |
| November 10, 2022 Filed Nov 14, 2022 15:07 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 346 | $237.60 | $82,211.02 |
DisclosureSEC source: 0001062993-22-021932 · 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: 12,500,555 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 31, 2022. F3 · price: The transaction was executed in multiple trades at prices ranging from $237.4950 to $237.9600. 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 |
| November 10, 2022 Filed Nov 14, 2022 15:07 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 7 | $236.23 | $1,653.61 |
DisclosureSEC source: 0001062993-22-021932 · 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: 12,500,901 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 |
| November 09, 2022 Filed Nov 14, 2022 15:07 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 503 | $234.84 | $118,124.82 |
DisclosureSEC source: 0001062993-22-021932 · 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: 12,500,908 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 $234.7000 to $235.4150. 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 |
| November 08, 2022 Filed Nov 9, 2022 17:52 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 553 | $236.06 | $130,541.68 |
DisclosureSEC source: 0001062993-22-021748 · 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: 12,501,411 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 $235.9750 to $236.0700. 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 |
| November 08, 2022 Filed Nov 9, 2022 17:52 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,748 | $235.54 | $647,254.58 |
DisclosureSEC source: 0001062993-22-021748 · 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: 12,501,964 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 $234.9350 to $235.9000. 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 |
| November 08, 2022 Filed Nov 9, 2022 17:52 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,877 | $234.35 | $439,878.70 |
DisclosureSEC source: 0001062993-22-021748 · 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: 12,504,712 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 $233.8900 to $234.8000. 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 |
| November 08, 2022 Filed Nov 9, 2022 17:52 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,863 | $233.32 | $434,674.97 |
DisclosureSEC source: 0001062993-22-021748 · 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: 12,506,589 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 $232.8500 to $233.8350. 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 |
| November 08, 2022 Filed Nov 9, 2022 17:52 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,730 | $232.13 | $633,722.82 |
DisclosureSEC source: 0001062993-22-021748 · 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: 12,508,452 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 $231.5800 to $232.4700. 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 |
| November 08, 2022 Filed Nov 9, 2022 17:52 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 118 | $230.70 | $27,222.42 |
DisclosureSEC source: 0001062993-22-021748 · 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: 12,511,182 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 $230.5650 to $231.4400. 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 |
| November 07, 2022 Filed Nov 9, 2022 17:52 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 105 | $232.96 | $24,460.80 |
DisclosureSEC source: 0001062993-22-021748 · 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: 12,511,300 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 $232.9500 to $233.1600. 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.