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 17, 2022 Filed May 17, 2022 18:10 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantCommon Stock | 510 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012815 · form4.xml · nonDerivative · entry 4 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,682 F4 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending May 14, 2022 in excess of target under the terms of a market stock unit grant on May 15, 2019. Read SEC document |
| May 17, 2022 Filed May 17, 2022 18:10 UTC |
Dunn Daniel JosephChief Revenue Officer
|
Exercise / conversionCommon Stock | 784 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012815 · form4.xml · nonDerivative · entry 3 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,172 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 a market stock unit grant on May 15, 2019. Read SEC document |
| May 17, 2022 Filed May 17, 2022 22:07 UTC |
Kapoor KunalDirector · CEO
|
Exercise / conversionMarket Stock Units · Derivative | 6,428 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-012813 · form4.xml · derivative · entry 8 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,428 shares Expires 2022-05-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2019. F3 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2019. F3 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2019. Read SEC document |
| May 17, 2022 Filed May 17, 2022 22:07 UTC |
Kapoor KunalDirector · CEO
|
GrantCommon Stock | 4,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012813 · form4.xml · nonDerivative · entry 4 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,468 F4 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending May 14, 2022 in excess of target under the terms of a market stock unit grant on May 15, 2019. Read SEC document |
| May 17, 2022 Filed May 17, 2022 22:07 UTC |
Kapoor KunalDirector · CEO
|
Exercise / conversionCommon Stock | 6,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012813 · form4.xml · nonDerivative · entry 3 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,283 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 a market stock unit grant on May 15, 2019. Read SEC document |
| May 17, 2022 Filed May 17, 2022 21:59 UTC |
Desmond BevinChief Talent & Culture Officer
|
Exercise / conversionMarket Stock Units · Derivative | 896 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-012811 · form4.xml · derivative · entry 7 Desmond Bevin · CIK 0001323954 · Chief Talent & Culture Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 896 shares Expires 2022-05-17 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2019. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2019. F2 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2019. Read SEC document |
| May 17, 2022 Filed May 17, 2022 21:59 UTC |
Desmond BevinChief Talent & Culture Officer
|
GrantCommon Stock | 583 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012811 · form4.xml · nonDerivative · entry 3 Desmond Bevin · CIK 0001323954 · Chief Talent & Culture Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,100 F3 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending May 14, 2022 in excess of target under the terms of a market stock unit grant on May 15, 2019. Read SEC document |
| May 17, 2022 Filed May 17, 2022 21:59 UTC |
Desmond BevinChief Talent & Culture Officer
|
Exercise / conversionCommon Stock | 896 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012811 · form4.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Chief Talent & Culture Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,517 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2019. Read SEC document |
| May 17, 2022 Filed May 18, 2022 16:23 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3 | $244.86 | $734.58 |
DisclosureSEC source: 0001062993-22-012866 · 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: 12,541,630 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 March 9, 2022. Read SEC document |
| May 17, 2022 Filed May 18, 2022 16:23 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 900 | $244.06 | $219,653.01 |
DisclosureSEC source: 0001062993-22-012866 · 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: 12,541,633 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 March 9, 2022. F7 · price: The transaction was executed in multiple trades at prices ranging from $243.83 to $244.54. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 17, 2022 Filed May 18, 2022 16:23 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,062 | $243.04 | $744,173.78 |
DisclosureSEC source: 0001062993-22-012866 · 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: 12,542,533 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 March 9, 2022. F6 · price: The transaction was executed in multiple trades at prices ranging from $242.83 to $243.33. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 17, 2022 Filed May 18, 2022 16:23 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,581 | $242.27 | $867,584.98 |
DisclosureSEC source: 0001062993-22-012866 · 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: 12,545,595 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 March 9, 2022. F5 · price: The transaction was executed in multiple trades at prices ranging from $241.82 to $242.80. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 17, 2022 Filed May 18, 2022 16:23 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,757 | $241.38 | $665,478.59 |
DisclosureSEC source: 0001062993-22-012866 · 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: 12,549,176 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 March 9, 2022. F4 · price: The transaction was executed in multiple trades at prices ranging from $240.79 to $241.74. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 17, 2022 Filed May 18, 2022 16:23 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,115 | $240.35 | $267,986.57 |
DisclosureSEC source: 0001062993-22-012866 · 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: 12,551,933 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 March 9, 2022. F3 · price: The transaction was executed in multiple trades at prices ranging from $239.65 to $240.52. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 16, 2022 Filed May 17, 2022 18:49 UTC |
Diamonte RobinDirector
|
SaleCommon Stock | 600 | $241.00 | $144,600.00 |
DisclosureSEC source: 0001062993-22-012701 · form4.xml · nonDerivative · entry 2 Diamonte Robin · CIK 0001660012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,467 Read SEC document |
| May 16, 2022 Filed May 18, 2022 16:23 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 800 | $242.19 | $193,755.28 |
DisclosureSEC source: 0001062993-22-012866 · 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: 12,553,048 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 March 9, 2022. F2 · price: The transaction was executed in multiple trades at prices ranging from $241.95 to $242.69. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 15, 2022 Filed May 17, 2022 18:51 UTC |
JOYNT STEPHENDirector
|
GrantCommon Stock (Restricted Stock Units) | 679 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012703 · form4.xml · nonDerivative · entry 1 JOYNT STEPHEN · CIK 0001112639 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,011 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, 2023. Read SEC document |
| May 15, 2022 Filed May 17, 2022 18:21 UTC |
DUBINSKY JASONChief Financial Officer
|
GrantMarket Stock Units · Derivative | 2,019 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012819 · form4.xml · derivative · entry 5 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,019 Underlying: Common Stock · 2,019 shares Expires 2025-05-15 F4 · derivative.exercise_price: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2025. F4 · derivative.exercise_date: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2025. Read SEC document |
| May 15, 2022 Filed May 17, 2022 18:21 UTC |
DUBINSKY JASONChief Financial Officer
|
Tax withholdingCommon Stock | 2,287 | $242.95 | $555,626.65 |
DisclosureSEC source: 0001062993-22-012819 · form4.xml · nonDerivative · entry 4 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,287 Read SEC document |
| May 15, 2022 Filed May 17, 2022 18:21 UTC |
DUBINSKY JASONChief Financial Officer
|
GrantCommon Stock (Restricted Stock Units) | 1,234 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012819 · form4.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,985 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, 2023. Read SEC document |
| May 15, 2022 Filed May 17, 2022 18:10 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantMarket Stock Units · Derivative | 1,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012815 · form4.xml · derivative · entry 6 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,514 Underlying: Common Stock · 1,514 shares Expires 2025-05-15 F5 · derivative.exercise_price: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2025. F5 · derivative.exercise_date: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2025. Read SEC document |
| May 15, 2022 Filed May 17, 2022 18:10 UTC |
Dunn Daniel JosephChief Revenue Officer
|
Tax withholdingCommon Stock | 870 | $242.95 | $211,366.50 |
DisclosureSEC source: 0001062993-22-012815 · form4.xml · nonDerivative · entry 5 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,812 Read SEC document |
| May 15, 2022 Filed May 17, 2022 18:10 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantCommon Stock (Restricted Stock Units) | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012815 · form4.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,388 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 two equal annual installments beginning May 15, 2023. Read SEC document |
| May 15, 2022 Filed May 17, 2022 18:10 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantCommon Stock (Restricted Stock Units) | 926 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012815 · form4.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,113 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, 2023. Read SEC document |
| May 15, 2022 Filed May 17, 2022 22:07 UTC |
Kapoor KunalDirector · CEO
|
GrantMarket Stock Units · Derivative | 2,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012813 · form4.xml · derivative · entry 7 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,243 Underlying: Common Stock · 2,243 shares Expires 2025-05-15 F5 · derivative.exercise_price: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2025. F5 · derivative.exercise_date: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2025. Read SEC document |
| May 15, 2022 Filed May 17, 2022 22:07 UTC |
Kapoor KunalDirector · CEO
|
GrantMarket Stock Units · Derivative | 5,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012813 · form4.xml · derivative · entry 6 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,889 Underlying: Common Stock · 5,889 shares Expires 2025-05-15 F5 · derivative.exercise_price: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2025. F5 · derivative.exercise_date: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2025. Read SEC document |
| May 15, 2022 Filed May 17, 2022 22:07 UTC |
Kapoor KunalDirector · CEO
|
Tax withholdingCommon Stock | 8,970 | $242.95 | $2,179,261.50 |
DisclosureSEC source: 0001062993-22-012813 · form4.xml · nonDerivative · entry 5 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,498 Read SEC document |
| May 15, 2022 Filed May 17, 2022 22:07 UTC |
Kapoor KunalDirector · CEO
|
GrantCommon Stock (Restricted Stock Units) | 2,449 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012813 · form4.xml · nonDerivative · entry 2 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 110,855 F2 · 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, 2023. Read SEC document |
| May 15, 2022 Filed May 17, 2022 22:07 UTC |
Kapoor KunalDirector · CEO
|
GrantCommon Stock (Restricted Stock Units) | 3,601 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012813 · form4.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,406 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, 2023. Read SEC document |
| May 15, 2022 Filed May 17, 2022 21:59 UTC |
Desmond BevinChief Talent & Culture Officer
|
GrantMarket Stock Units · Derivative | 1,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012811 · form4.xml · derivative · entry 6 Desmond Bevin · CIK 0001323954 · Chief Talent & Culture Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,177 Underlying: Common Stock · 1,177 shares Expires 2025-05-15 F4 · derivative.exercise_price: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2025. F4 · derivative.exercise_date: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2025. Read SEC document |
| May 15, 2022 Filed May 17, 2022 21:59 UTC |
Desmond BevinChief Talent & Culture Officer
|
Tax withholdingCommon Stock | 1,004 | $242.95 | $243,921.80 |
DisclosureSEC source: 0001062993-22-012811 · form4.xml · nonDerivative · entry 4 Desmond Bevin · CIK 0001323954 · Chief Talent & Culture Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,096 Read SEC document |
| May 15, 2022 Filed May 17, 2022 21:59 UTC |
Desmond BevinChief Talent & Culture Officer
|
GrantCommon Stock (Restricted Stock Units) | 720 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012811 · form4.xml · nonDerivative · entry 1 Desmond Bevin · CIK 0001323954 · Chief Talent & Culture Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,621 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, 2023. Read SEC document |
| May 15, 2022 Filed May 17, 2022 19:03 UTC |
Lyons William MDirector
|
GrantCommon Stock (Restricted Stock Units) | 679 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012712 · form4.xml · nonDerivative · entry 1 Lyons William M · CIK 0001411724 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,333 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, 2023. Read SEC document |
| May 15, 2022 Filed May 17, 2022 22:18 UTC |
McGarry Kimberly JGlobal Controller & CAO
|
GrantMarket Stock Units · Derivative | 168 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012817 · form4.xml · derivative · entry 4 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168 Underlying: Common Stock · 168 shares Expires 2025-05-15 F3 · derivative.exercise_price: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2025. F3 · derivative.exercise_date: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2025. Read SEC document |
| May 15, 2022 Filed May 17, 2022 22:18 UTC |
McGarry Kimberly JGlobal Controller & CAO
|
Tax withholdingCommon Stock | 88 | $242.95 | $21,379.60 |
DisclosureSEC source: 0001062993-22-012817 · form4.xml · nonDerivative · entry 3 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,137 Read SEC document |
| May 15, 2022 Filed May 17, 2022 22:18 UTC |
McGarry Kimberly JGlobal Controller & CAO
|
GrantCommon Stock (Restricted Stock Units) | 120 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012817 · form4.xml · nonDerivative · entry 2 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,225 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 two equal annual installments beginning May 15, 2023. Read SEC document |
| May 15, 2022 Filed May 17, 2022 22:18 UTC |
McGarry Kimberly JGlobal Controller & CAO
|
GrantCommon Stock (Restricted Stock Units) | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012817 · form4.xml · nonDerivative · entry 1 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,105 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, 2023. Read SEC document |
| May 15, 2022 Filed May 17, 2022 19:04 UTC |
FRANCIS CHERYL ADirector
|
GrantCommon Stock (Restricted Stock Units) | 679 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012713 · form4.xml · nonDerivative · entry 1 FRANCIS CHERYL A · CIK 0001197386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,663 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, 2023. Read SEC document |
| May 15, 2022 Filed May 17, 2022 19:01 UTC |
Sutton DonielDirector
|
GrantCommon Stock (Restricted Stock Units) | 679 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012710 · form4.xml · nonDerivative · entry 1 Sutton Doniel · CIK 0001842360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,699 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, 2023. Read SEC document |
| May 15, 2022 Filed May 17, 2022 18:55 UTC |
Kaplan Steven NDirector
|
GrantCommon Stock (Restricted Stock Units) | 679 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012707 · form4.xml · nonDerivative · entry 1 Kaplan Steven N · CIK 0001324001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,809 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, 2023. Read SEC document |
| May 15, 2022 Filed May 17, 2022 18:53 UTC |
TSAY CAROLINE JDirector
|
GrantCommon Stock (Restricted Stock Units) | 679 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012705 · form4.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,713.115 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, 2023. Read SEC document |
| May 15, 2022 Filed May 17, 2022 18:49 UTC |
Diamonte RobinDirector
|
GrantCommon Stock (Restricted Stock Units) | 679 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012701 · form4.xml · nonDerivative · entry 1 Diamonte Robin · CIK 0001660012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,067 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, 2023. F2 · balance_after: This total is adjusted to correct an overstatement by 1 share caused by rounding in previously recorded grants. Read SEC document |
| May 15, 2022 Filed May 17, 2022 18:48 UTC |
Landis Gail SDirector
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GrantCommon Stock (Restricted Stock Units) | 679 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012699 · form4.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,254 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, 2023. Read SEC document |
| May 13, 2022 Filed May 16, 2022 20:55 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
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SaleCommon Stock | 54 | $246.54 | $13,312.94 |
DisclosureSEC source: 0001062993-22-012614 · form4.xml · nonDerivative · entry 14 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,553,848 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 March 9, 2022. F15 · price: The transaction was executed in multiple trades at prices ranging from $246.21 to $246.69. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 13, 2022 Filed May 16, 2022 20:55 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
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SaleCommon Stock | 240 | $245.38 | $58,890.79 |
DisclosureSEC source: 0001062993-22-012614 · form4.xml · nonDerivative · entry 13 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,553,902 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 March 9, 2022. F14 · price: The transaction was executed in multiple trades at prices ranging from $245.03 to $245.72. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 13, 2022 Filed May 16, 2022 20:55 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 142 | $244.03 | $34,652.36 |
DisclosureSEC source: 0001062993-22-012614 · form4.xml · nonDerivative · entry 12 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,554,142 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 March 9, 2022. F13 · price: The transaction was executed in multiple trades at prices ranging from $243.68 to $244.54. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 13, 2022 Filed May 16, 2022 20:55 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 408 | $243.06 | $99,167.17 |
DisclosureSEC source: 0001062993-22-012614 · 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: 12,554,284 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 March 9, 2022. F12 · price: The transaction was executed in multiple trades at prices ranging from $242.68 to $243.66. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 13, 2022 Filed May 16, 2022 20:55 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 616 | $242.24 | $149,217.99 |
DisclosureSEC source: 0001062993-22-012614 · 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: 12,554,692 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 March 9, 2022. F11 · price: The transaction was executed in multiple trades at prices ranging from $241.64 to $242.61. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 13, 2022 Filed May 16, 2022 20:55 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 729 | $240.71 | $175,474.89 |
DisclosureSEC source: 0001062993-22-012614 · 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: 12,555,308 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 March 9, 2022. F10 · price: The transaction was executed in multiple trades at prices ranging from $240.475 to $241.075. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 13, 2022 Filed May 16, 2022 20:55 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 10,536 | $239.93 | $2,527,898.27 |
DisclosureSEC source: 0001062993-22-012614 · 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: 12,556,037 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 March 9, 2022. F9 · price: The transaction was executed in multiple trades at prices ranging from $239.45 to $240.41. 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.