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 16, 2022 Filed Mar 17, 2022 17:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 977 $262.82 $256,773.58
Disclosure

SEC source: 0001062993-22-007973 · 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: 12,758,910

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 $262.45 to $263.12. 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 16, 2022 Filed Mar 17, 2022 17:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 800 $261.84 $209,475.60
Disclosure

SEC source: 0001062993-22-007973 · 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: 12,759,887

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.

F8 · shares: The transaction was executed in multiple trades at prices ranging from $261.42 to $262.30. 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 15, 2022 Filed Mar 17, 2022 17:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 751 $264.74 $198,822.37
Disclosure

SEC source: 0001062993-22-007973 · 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: 12,760,687

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 $264.45 to $265.11. 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 15, 2022 Filed Mar 17, 2022 17:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,156 $263.82 $832,606.14
Disclosure

SEC source: 0001062993-22-007973 · 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: 12,761,438

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 $263.39 to $264.32. 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 15, 2022 Filed Mar 17, 2022 17:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,031 $262.68 $796,173.68
Disclosure

SEC source: 0001062993-22-007973 · 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: 12,764,594

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

F5 · shares: The transaction was executed in multiple trades at prices ranging from $262.30 to $263.28. 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 15, 2022 Filed Mar 17, 2022 17:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 6,892 $261.82 $1,804,475.16
Disclosure

SEC source: 0001062993-22-007973 · 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: 12,767,625

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 $261.24 to $262.23 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 15, 2022 Filed Mar 17, 2022 17:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,084 $260.93 $282,849.53
Disclosure

SEC source: 0001062993-22-007973 · 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: 12,774,517

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 $260.21 to $261.20 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 15, 2022 Filed Mar 17, 2022 17:14 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 140 $258.53 $36,193.79
Disclosure

SEC source: 0001062993-22-007973 · 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: 12,775,601

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 $258.37 to $258.92. 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 14, 2022 Filed Mar 15, 2022 20:50 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 171 $265.72 $45,437.80
Disclosure

SEC source: 0001062993-22-007753 · 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: 12,775,741

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 $265.68 to $265.99. 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 14, 2022 Filed Mar 15, 2022 20:50 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,472 $264.95 $390,004.19
Disclosure

SEC source: 0001062993-22-007753 · 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: 12,775,912

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 $264.66 to $265.49. 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 14, 2022 Filed Mar 15, 2022 20:50 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,108 $264.20 $821,118.37
Disclosure

SEC source: 0001062993-22-007753 · 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: 12,777,384

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 $263.61 to $264.59. 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 14, 2022 Filed Mar 15, 2022 20:50 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,186 $263.23 $312,190.66
Disclosure

SEC source: 0001062993-22-007753 · 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: 12,780,492

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

F10 · shares: The transaction was executed in multiple trades at prices ranging from $262.60 to $263.56. 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 14, 2022 Filed Mar 15, 2022 20:50 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,183 $262.03 $309,979.36
Disclosure

SEC source: 0001062993-22-007753 · 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: 12,781,678

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.

F9 · shares: The transaction was executed in multiple trades at prices ranging from $261.58 to $262.50. 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 14, 2022 Filed Mar 15, 2022 20:50 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,868 $260.92 $487,406.59
Disclosure

SEC source: 0001062993-22-007753 · 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: 12,782,861

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 $260.58 to $261.50. 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 14, 2022 Filed Mar 15, 2022 20:50 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,630 $259.92 $1,203,435.62
Disclosure

SEC source: 0001062993-22-007753 · 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: 12,784,729

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.

F7 · shares: The transaction was executed in multiple trades at prices ranging from $259.55 to $260.53. 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 11, 2022 Filed Mar 15, 2022 20:50 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 50 $267.11 $13,355.50
Disclosure

SEC source: 0001062993-22-007753 · 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: 12,789,359

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 11, 2022 Filed Mar 15, 2022 20:50 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 224 $266.17 $59,621.43
Disclosure

SEC source: 0001062993-22-007753 · 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: 12,789,409

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 November 19, 2020.

F6 · shares: The transaction was executed in multiple trades at prices ranging from $266.01 to $266.81. 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 11, 2022 Filed Mar 15, 2022 20:50 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 305 $265.11 $80,859.95
Disclosure

SEC source: 0001062993-22-007753 · 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: 12,789,633

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 November 19, 2020.

F5 · shares: The transaction was executed in multiple trades at prices ranging from $264.99 to $265.24. 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 11, 2022 Filed Mar 15, 2022 20:50 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,503 $264.35 $661,669.30
Disclosure

SEC source: 0001062993-22-007753 · 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: 12,789,938

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 $263.99 to $264.98 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 11, 2022 Filed Mar 15, 2022 20:50 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,451 $263.46 $1,172,639.99
Disclosure

SEC source: 0001062993-22-007753 · 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: 12,792,441

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 $262.93 to $263.88 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 11, 2022 Filed Mar 15, 2022 20:50 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,150 $262.53 $564,444.02
Disclosure

SEC source: 0001062993-22-007753 · 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: 12,796,892

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 $261.91 to $262.90. 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 10, 2022 Filed Mar 11, 2022 15:44 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 150 $268.66 $40,298.55
Disclosure

SEC source: 0001062993-22-007396 · 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: 12,799,042

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 November 19, 2020.

F10 · shares: The transaction was executed in multiple trades at prices ranging from $268.65 to $268.80. 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
March 09, 2022 Filed Mar 11, 2022 15:44 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,034 $271.33 $280,555.32
Disclosure

SEC source: 0001062993-22-007396 · 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: 12,799,192

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 November 19, 2020.

F9 · shares: The transaction was executed in multiple trades at prices ranging from $271.08 to $271.62. 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 09, 2022 Filed Mar 11, 2022 15:44 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,936 $270.38 $523,458.78
Disclosure

SEC source: 0001062993-22-007396 · 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: 12,800,226

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 $270.08 to $270.95. 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 09, 2022 Filed Mar 11, 2022 15:44 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,633 $269.60 $1,249,067.46
Disclosure

SEC source: 0001062993-22-007396 · 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: 12,802,162

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 $269.06 to $270.04. 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 09, 2022 Filed Mar 11, 2022 15:44 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,510 $268.52 $405,461.88
Disclosure

SEC source: 0001062993-22-007396 · 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: 12,806,795

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 $268.06 to $269.05. 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 09, 2022 Filed Mar 11, 2022 15:44 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 889 $267.66 $237,948.58
Disclosure

SEC source: 0001062993-22-007396 · 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: 12,808,305

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 $267.00 to $267.96. 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 09, 2022 Filed Mar 11, 2022 15:44 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 800 $265.85 $212,679.04
Disclosure

SEC source: 0001062993-22-007396 · 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: 12,809,194

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

F4 · shares: The transaction was executed in multiple trades at prices ranging from $265.43 to $266.00 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 09, 2022 Filed Mar 11, 2022 15:44 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 325 $264.24 $85,878.49
Disclosure

SEC source: 0001062993-22-007396 · 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: 12,809,994

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 $264.18 to $264.78 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 09, 2022 Filed Mar 11, 2022 15:44 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 810 $263.46 $213,402.28
Disclosure

SEC source: 0001062993-22-007396 · 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: 12,810,319

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 $262.80 to $263.72. 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 08, 2022 Filed Mar 9, 2022 17:02 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 844 $260.11 $219,529.55
Disclosure

SEC source: 0001062993-22-007117 · 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: 12,811,129

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 $259.73 to $260.62. 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.

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March 08, 2022 Filed Mar 9, 2022 17:02 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,123 $259.14 $550,158.89
Disclosure

SEC source: 0001062993-22-007117 · 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: 12,811,973

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.

F7 · shares: The transaction was executed in multiple trades at prices ranging from $258.66 to $259.62. 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.

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March 08, 2022 Filed Mar 9, 2022 17:02 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,934 $257.97 $498,917.27
Disclosure

SEC source: 0001062993-22-007117 · 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: 12,814,096

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

F6 · shares: The transaction was executed in multiple trades at prices ranging from $257.61 to $258.47. 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.

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March 08, 2022 Filed Mar 9, 2022 17:02 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,353 $257.09 $862,016.73
Disclosure

SEC source: 0001062993-22-007117 · 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: 12,816,030

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 $256.60 to $257.56. 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.

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March 08, 2022 Filed Mar 9, 2022 17:02 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,936 $256.00 $751,617.47
Disclosure

SEC source: 0001062993-22-007117 · 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: 12,819,383

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 $255.59 to $256.555 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.

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March 08, 2022 Filed Mar 9, 2022 17:02 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,934 $254.78 $492,743.17
Disclosure

SEC source: 0001062993-22-007117 · 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: 12,822,319

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 $254.56 to $255.52 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.

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March 07, 2022 Filed Mar 9, 2022 17:02 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 579 $266.43 $154,261.06
Disclosure

SEC source: 0001062993-22-007117 · 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: 12,824,253

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 $266.18 to $267.08. 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 03, 2022 Filed Mar 7, 2022 18:35 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3 $274.37 $823.11
Disclosure

SEC source: 0001062993-22-006957 · 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: 12,824,832

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 03, 2022 Filed Mar 7, 2022 18:35 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 607 $273.44 $165,978.26
Disclosure

SEC source: 0001062993-22-006957 · 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: 12,824,835

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 $273.19 to $273.875. 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 03, 2022 Filed Mar 7, 2022 18:35 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,426 $272.45 $660,969.04
Disclosure

SEC source: 0001062993-22-006957 · 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: 12,825,442

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 $272.07 to $273.035. 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 03, 2022 Filed Mar 7, 2022 18:35 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,616 $271.55 $981,924.80
Disclosure

SEC source: 0001062993-22-006957 · 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: 12,827,868

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 $271.06 to $272.055 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 03, 2022 Filed Mar 7, 2022 18:35 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 5,270 $270.58 $1,425,941.32
Disclosure

SEC source: 0001062993-22-006957 · 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: 12,831,484

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

F2 · shares: The transaction was executed in multiple trades at prices ranging from $270.06 to $270.99. 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 02, 2022 Filed Mar 3, 2022 21:33 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 422 $272.04 $114,800.12
Disclosure

SEC source: 0001062993-22-006666 · 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: 12,836,754

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 $271.97 to $272.55. 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 02, 2022 Filed Mar 3, 2022 21:33 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 9,967 $271.43 $2,705,387.66
Disclosure

SEC source: 0001062993-22-006666 · 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: 12,837,176

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 November 19, 2020.

F5 · shares: The transaction was executed in multiple trades at prices ranging from $270.97 to $271.965. 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 02, 2022 Filed Mar 3, 2022 21:33 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 7,250 $270.61 $1,961,886.98
Disclosure

SEC source: 0001062993-22-006666 · 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: 12,847,143

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.

F4 · shares: The transaction was executed in multiple trades at prices ranging from $269.97 to $270.96. 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 02, 2022 Filed Mar 3, 2022 21:33 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,414 $269.25 $919,225.99
Disclosure

SEC source: 0001062993-22-006666 · 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: 12,854,393

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 $268.96 to $269.94 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 01, 2022 Filed Mar 3, 2022 17:50 UTC
DUBINSKY JASONChief Financial Officer
SaleCommon Stock 1,500 $280.04 $420,057.75
Disclosure

SEC source: 0001062993-22-006703 · form4.xml · nonDerivative · entry 1

DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 15,751

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 30, 2021.

F2 · price: The transaction was executed in multiple trades at prices ranging from $280.00 to $280.335. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 01, 2022 Filed Mar 3, 2022 21:33 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 600 $279.83 $167,896.38
Disclosure

SEC source: 0001062993-22-006666 · 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: 12,857,807

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 $279.65 to $280.49. 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
February 28, 2022 Filed Mar 1, 2022 22:56 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 200 $284.75 $56,950.64
Disclosure

SEC source: 0001062993-22-006171 · form4.xml · nonDerivative · entry 18

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,858,407

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.

F19 · shares: The transaction was executed in multiple trades at prices ranging from $284.63 to $285.18. 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
February 28, 2022 Filed Mar 1, 2022 22:56 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 200 $283.10 $56,620.00
Disclosure

SEC source: 0001062993-22-006171 · form4.xml · nonDerivative · entry 17

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,858,607

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.

F18 · shares: The transaction was executed in multiple trades at prices ranging from $283.00 to $283.20. 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.

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Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.