Tapewire

Nasdaq · USD

MORN

Morningstar, Inc.

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Tapewire entity
915
SEC CIK
0001289419
Parsed reports
963

Last 12 months

Inside the activity.

1 purchase rows · 259 sale rows

Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.
Monthly counts
MonthPurchasesSales
Nov 2025049
Dec 202501
Jan 202600
Feb 2026070
Mar 202611
Apr 202600
May 2026072
Jun 202600
Jul 202600
Aug 2026066
Sep 202600
Oct 202600

Latest available

Insider transactions

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Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”

The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
March 29, 2022 Filed Mar 31, 2022 21:56 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,132 $280.83 $1,160,399.06
Disclosure

SEC source: 0001062993-22-009123 · 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: 12,657,898

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, 2020.

F6 · shares: The transaction was executed in multiple trades at prices ranging from $280.43 to $281.40. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 29, 2022 Filed Mar 31, 2022 21:56 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,687 $279.89 $1,311,860.37
Disclosure

SEC source: 0001062993-22-009123 · 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: 12,662,030

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, 2020.

F5 · shares: The transaction was executed in multiple trades at prices ranging from $279.425 to $280.42. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 29, 2022 Filed Mar 31, 2022 21:56 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,654 $279.03 $1,298,602.36
Disclosure

SEC source: 0001062993-22-009123 · 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: 12,666,717

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, 2020.

F4 · shares: The transaction was executed in multiple trades at prices ranging from $278.425 to $279.41. 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
March 29, 2022 Filed Mar 31, 2022 21:56 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,199 $277.85 $611,002.93
Disclosure

SEC source: 0001062993-22-009123 · 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: 12,671,371

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, 2020.

F3 · shares: The transaction was executed in multiple trades at prices ranging from $277.42 to $278.395. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 29, 2022 Filed Mar 31, 2022 21:56 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 400 $277.04 $110,814.72
Disclosure

SEC source: 0001062993-22-009123 · 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: 12,673,570

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, 2020.

F2 · shares: The transaction was executed in multiple trades at prices ranging from $276.42 to $277.35. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 28, 2022 Filed Mar 29, 2022 17:33 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 100 $274.19 $27,419.10
Disclosure

SEC source: 0001062993-22-008806 · 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: 12,673,970

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2020.

F10 · shares: The transaction was executed in multiple trades at prices ranging from $274.19 to $274.20. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 28, 2022 Filed Mar 29, 2022 17:33 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,510 $273.52 $686,538.46
Disclosure

SEC source: 0001062993-22-008806 · 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: 12,674,070

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, 2020.

F9 · shares: The transaction was executed in multiple trades at prices ranging from $273.15 to $274.14. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 28, 2022 Filed Mar 29, 2022 17:33 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,758 $272.64 $751,949.12
Disclosure

SEC source: 0001062993-22-008806 · 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: 12,676,580

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 November 19, 2020.

F8 · shares: The transaction was executed in multiple trades at prices ranging from $272.15 to $273.14. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 28, 2022 Filed Mar 29, 2022 17:33 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 779 $271.57 $211,554.04
Disclosure

SEC source: 0001062993-22-008806 · 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: 12,679,338

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, 2020.

F7 · shares: The transaction was executed in multiple trades at prices ranging from $271.13 to $271.91. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 28, 2022 Filed Mar 29, 2022 17:33 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,233 $270.46 $333,474.47
Disclosure

SEC source: 0001062993-22-008806 · 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: 12,680,117

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, 2020.

F6 · shares: The transaction was executed in multiple trades at prices ranging from $270.09 to $271.05. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 28, 2022 Filed Mar 29, 2022 17:33 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,017 $269.83 $274,416.19
Disclosure

SEC source: 0001062993-22-008806 · 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: 12,681,350

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, 2020.

F5 · shares: The transaction was executed in multiple trades at prices ranging from $269.05 to $270.01. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 28, 2022 Filed Mar 29, 2022 17:33 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 579 $268.42 $155,417.44
Disclosure

SEC source: 0001062993-22-008806 · 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: 12,682,367

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, 2020.

F4 · shares: The transaction was executed in multiple trades at prices ranging from $268.05 to $269.03. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 25, 2022 Filed Mar 29, 2022 17:33 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 24 $269.70 $6,472.80
Disclosure

SEC source: 0001062993-22-008806 · 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: 12,682,946

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, 2020.

Read SEC document
March 25, 2022 Filed Mar 29, 2022 17:33 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,304 $268.89 $619,527.86
Disclosure

SEC source: 0001062993-22-008806 · 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: 12,682,970

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2020.

F3 · shares: The transaction was executed in multiple trades at prices ranging from $268.66 to $269.43. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 25, 2022 Filed Mar 29, 2022 17:33 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 7,722 $268.04 $2,069,774.76
Disclosure

SEC source: 0001062993-22-008806 · 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: 12,685,274

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, 2020.

F2 · shares: The transaction was executed in multiple trades at prices ranging from $267.66 to $268.65. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 24, 2022 Filed Mar 25, 2022 14:24 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 23 $271.33 $6,240.59
Disclosure

SEC source: 0001062993-22-008599 · 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: 12,692,996

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, 2020.

Read SEC document
March 24, 2022 Filed Mar 25, 2022 14:24 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 361 $269.82 $97,405.06
Disclosure

SEC source: 0001062993-22-008599 · 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: 12,693,019

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, 2020.

F4 · shares: The transaction was executed in multiple trades at prices ranging from $269.73 to $270.14. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 24, 2022 Filed Mar 25, 2022 14:24 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 6,111 $268.96 $1,643,593.78
Disclosure

SEC source: 0001062993-22-008599 · 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: 12,693,380

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, 2020.

F3 · shares: The transaction was executed in multiple trades at prices ranging from $268.57 to $269.50. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 24, 2022 Filed Mar 25, 2022 14:24 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,934 $268.32 $1,323,908.64
Disclosure

SEC source: 0001062993-22-008599 · 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: 12,699,491

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, 2020.

F2 · shares: The transaction was executed in multiple trades at prices ranging from $267.57 to $268.56. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 22, 2022 Filed Mar 23, 2022 21:12 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 304 $285.78 $86,878.24
Disclosure

SEC source: 0001062993-22-008430 · 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: 12,704,425

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 November 19, 2020.

F9 · shares: The transaction was executed in multiple trades at prices ranging from $285.60 to $286.01. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 22, 2022 Filed Mar 23, 2022 21:12 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 500 $284.98 $142,488.20
Disclosure

SEC source: 0001062993-22-008430 · 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: 12,704,729

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, 2020.

F8 · shares: The transaction was executed in multiple trades at prices ranging from $284.47 to $285.39. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 22, 2022 Filed Mar 23, 2022 21:12 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,050 $283.59 $297,765.41
Disclosure

SEC source: 0001062993-22-008430 · 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: 12,705,229

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, 2020.

F7 · shares: The transaction was executed in multiple trades at prices ranging from $283.27 to $284.12. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 22, 2022 Filed Mar 23, 2022 21:12 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,372 $282.49 $670,070.31
Disclosure

SEC source: 0001062993-22-008430 · 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: 12,706,279

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, 2020.

F6 · shares: The transaction was executed in multiple trades at prices ranging from $282.07 to $283.05. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 22, 2022 Filed Mar 23, 2022 21:12 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,361 $281.57 $664,798.34
Disclosure

SEC source: 0001062993-22-008430 · 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: 12,708,651

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, 2020.

F5 · shares: The transaction was executed in multiple trades at prices ranging from $281.03 to $282.00. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 22, 2022 Filed Mar 23, 2022 21:12 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,750 $280.42 $771,165.45
Disclosure

SEC source: 0001062993-22-008430 · 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: 12,711,012

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, 2020.

F4 · shares: The transaction was executed in multiple trades at prices ranging from $280.01 to $280.99. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 21, 2022 Filed Mar 23, 2022 21:12 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,218 $282.23 $343,754.19
Disclosure

SEC source: 0001062993-22-008430 · 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: 12,713,762

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, 2020.

F3 · shares: The transaction was executed in multiple trades at prices ranging from $282.565 to $283.50. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 21, 2022 Filed Mar 23, 2022 21:12 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,288 $281.83 $644,833.68
Disclosure

SEC source: 0001062993-22-008430 · 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: 12,714,980

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, 2020.

F2 · shares: The transaction was executed in multiple trades at prices ranging from $281.53 to $282.43. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 18, 2022 Filed Mar 21, 2022 21:19 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 440 $282.85 $124,452.99
Disclosure

SEC source: 0001062993-22-008210 · form4.xml · nonDerivative · entry 15

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,717,268

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, 2020.

F16 · shares: The transaction was executed in multiple trades at prices ranging from $282.77 to $282.97. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 18, 2022 Filed Mar 21, 2022 21:19 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 5,256 $282.30 $1,483,750.40
Disclosure

SEC source: 0001062993-22-008210 · 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: 12,717,708

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, 2020.

F15 · shares: The transaction was executed in multiple trades at prices ranging from $281.77 to $282.75. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 18, 2022 Filed Mar 21, 2022 21:19 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 902 $281.06 $253,516.48
Disclosure

SEC source: 0001062993-22-008210 · 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: 12,722,964

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 November 19, 2020.

F14 · shares: The transaction was executed in multiple trades at prices ranging from $280.68 to $281.60. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 18, 2022 Filed Mar 21, 2022 21:19 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,801 $280.10 $504,459.74
Disclosure

SEC source: 0001062993-22-008210 · 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: 12,723,866

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, 2020.

F13 · shares: The transaction was executed in multiple trades at prices ranging from $279.65 to $280.51. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 18, 2022 Filed Mar 21, 2022 21:19 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,016 $279.11 $562,681.32
Disclosure

SEC source: 0001062993-22-008210 · 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: 12,725,667

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, 2020.

F12 · shares: The transaction was executed in multiple trades at prices ranging from $278.61 to $279.57. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 18, 2022 Filed Mar 21, 2022 21:19 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,290 $278.08 $636,810.53
Disclosure

SEC source: 0001062993-22-008210 · 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: 12,727,683

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2020.

F11 · shares: The transaction was executed in multiple trades at prices ranging from $277.59 to $278.57. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 18, 2022 Filed Mar 21, 2022 21:19 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,170 $277.03 $324,120.30
Disclosure

SEC source: 0001062993-22-008210 · 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: 12,729,973

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, 2020.

F10 · shares: The transaction was executed in multiple trades at prices ranging from $276.55 to $277.51. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 18, 2022 Filed Mar 21, 2022 21:19 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 150 $274.97 $41,246.00
Disclosure

SEC source: 0001062993-22-008210 · 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: 12,731,143

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, 2020.

F9 · shares: The transaction was executed in multiple trades at prices ranging from $274.84 to $275.13. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 17, 2022 Filed Mar 21, 2022 21:19 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,643 $275.61 $728,426.39
Disclosure

SEC source: 0001062993-22-008210 · 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: 12,731,293

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, 2020.

F8 · shares: The transaction was executed in multiple trades at prices ranging from $275.37 to $275.94. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 17, 2022 Filed Mar 21, 2022 21:19 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,114 $274.96 $856,213.61
Disclosure

SEC source: 0001062993-22-008210 · 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: 12,733,936

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, 2020.

F7 · shares: The transaction was executed in multiple trades at prices ranging from $274.35 to $275.34. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 17, 2022 Filed Mar 21, 2022 21:19 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,709 $273.72 $467,784.23
Disclosure

SEC source: 0001062993-22-008210 · 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: 12,737,050

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, 2020.

F6 · shares: The transaction was executed in multiple trades at prices ranging from $273.22 to $274.06. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 17, 2022 Filed Mar 21, 2022 21:19 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 296 $272.56 $80,677.52
Disclosure

SEC source: 0001062993-22-008210 · 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: 12,738,759

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, 2020.

F5 · shares: The transaction was executed in multiple trades at prices ranging from $272.135 to $273.06. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 17, 2022 Filed Mar 21, 2022 21:19 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 832 $270.87 $225,360.51
Disclosure

SEC source: 0001062993-22-008210 · 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: 12,739,055

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, 2020.

F4 · shares: The transaction was executed in multiple trades at prices ranging from $270.62 to $271.07 The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 17, 2022 Filed Mar 21, 2022 21:19 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,374 $270.01 $370,987.83
Disclosure

SEC source: 0001062993-22-008210 · 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: 12,739,887

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, 2020.

F3 · shares: The transaction was executed in multiple trades at prices ranging from $269.525 to $270.39 The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 17, 2022 Filed Mar 21, 2022 21:19 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,738 $268.92 $467,378.96
Disclosure

SEC source: 0001062993-22-008210 · 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: 12,741,261

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, 2020.

F2 · shares: The transaction was executed in multiple trades at prices ranging from $268.51 to $269.435. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 16, 2022 Filed Mar 17, 2022 17:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 111 $271.09 $30,090.68
Disclosure

SEC source: 0001062993-22-007973 · form4.xml · nonDerivative · entry 16

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,742,999

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, 2020.

F17 · shares: The transaction was executed in multiple trades at prices ranging from $270.88 to $271.11. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 16, 2022 Filed Mar 17, 2022 17:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 851 $270.17 $229,915.86
Disclosure

SEC source: 0001062993-22-007973 · form4.xml · nonDerivative · entry 15

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,743,110

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2020.

F16 · shares: The transaction was executed in multiple trades at prices ranging from $269.85 to $270.64. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 16, 2022 Filed Mar 17, 2022 17:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,228 $269.19 $599,760.00
Disclosure

SEC source: 0001062993-22-007973 · 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: 12,743,961

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, 2020.

F15 · shares: The transaction was executed in multiple trades at prices ranging from $268.85 to $269.73. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 16, 2022 Filed Mar 17, 2022 17:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 5,333 $268.30 $1,430,852.97
Disclosure

SEC source: 0001062993-22-007973 · 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: 12,746,189

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, 2020.

F14 · shares: The transaction was executed in multiple trades at prices ranging from $267.81 to $268.76. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 16, 2022 Filed Mar 17, 2022 17:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,300 $267.36 $882,283.71
Disclosure

SEC source: 0001062993-22-007973 · 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: 12,751,522

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, 2020.

F13 · shares: The transaction was executed in multiple trades at prices ranging from $266.81 to $267.79. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 16, 2022 Filed Mar 17, 2022 17:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,856 $266.24 $494,136.43
Disclosure

SEC source: 0001062993-22-007973 · 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: 12,754,822

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, 2020.

F12 · shares: The transaction was executed in multiple trades at prices ranging from $265.75 to $266.57. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 16, 2022 Filed Mar 17, 2022 17:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,683 $265.20 $446,324.87
Disclosure

SEC source: 0001062993-22-007973 · 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: 12,756,678

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, 2020.

F11 · shares: The transaction was executed in multiple trades at prices ranging from $264.75 to $265.72. 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
March 16, 2022 Filed Mar 17, 2022 17:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 549 $263.74 $144,794.03
Disclosure

SEC source: 0001062993-22-007973 · 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: 12,758,361

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, 2020.

F10 · shares: The transaction was executed in multiple trades at prices ranging from $263.53 to $263.99. 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.