Tapewire

Nasdaq · USD

MORN

Morningstar, Inc.

Export transactions ↓
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
February 08, 2022 Filed Feb 9, 2022 14:57 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 34 $293.25 $9,970.50
Disclosure

SEC source: 0001062993-22-003192 · 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: 12,969,200

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

Read SEC document
February 08, 2022 Filed Feb 9, 2022 14:57 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 299 $292.16 $87,355.84
Disclosure

SEC source: 0001062993-22-003192 · 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: 12,969,234

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
February 07, 2022 Filed Feb 9, 2022 14:57 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 200 $297.22 $59,444.00
Disclosure

SEC source: 0001062993-22-003192 · 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: 12,969,533

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

F5 · price: The transaction was executed in multiple trades at prices ranging from $296.99 to $297.45. 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 07, 2022 Filed Feb 9, 2022 14:57 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,814 $296.35 $1,130,289.58
Disclosure

SEC source: 0001062993-22-003192 · 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: 12,969,733

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 · price: The transaction was executed in multiple trades at prices ranging from $295.93 to $296.90. 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
February 07, 2022 Filed Feb 9, 2022 14:57 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 5,574 $295.36 $1,646,332.18
Disclosure

SEC source: 0001062993-22-003192 · 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: 12,973,547

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 · price: The transaction was executed in multiple trades at prices ranging from $294.93 to $295.90. 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
February 07, 2022 Filed Feb 9, 2022 14:57 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,583 $294.29 $760,162.18
Disclosure

SEC source: 0001062993-22-003192 · 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: 12,979,121

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 · price: The transaction was executed in multiple trades at prices ranging from $293.93 to $294.84. 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 04, 2022 Filed Feb 7, 2022 19:41 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 154 $297.60 $45,829.72
Disclosure

SEC source: 0001062993-22-002852 · 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: 12,981,704

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 · price: The transaction was executed in multiple trades at prices ranging from $297.98 to $297.68. 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 04, 2022 Filed Feb 7, 2022 19:41 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 950 $297.07 $282,215.27
Disclosure

SEC source: 0001062993-22-002852 · 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: 12,981,858

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 · price: The transaction was executed in multiple trades at prices ranging from $296.47 to $297.425. 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 04, 2022 Filed Feb 7, 2022 19:41 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,024 $295.86 $598,815.58
Disclosure

SEC source: 0001062993-22-002852 · 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: 12,982,808

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 · price: The transaction was executed in multiple trades at prices ranging from $295.46 to $296.42. 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
February 04, 2022 Filed Feb 7, 2022 19:41 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,130 $294.98 $1,218,260.38
Disclosure

SEC source: 0001062993-22-002852 · 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: 12,984,832

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.

F7 · price: The transaction was executed in multiple trades at prices ranging from $294.46 to $295.45. 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 04, 2022 Filed Feb 7, 2022 19:41 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 760 $294.10 $223,513.04
Disclosure

SEC source: 0001062993-22-002852 · 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: 12,988,962

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 · price: The transaction was executed in multiple trades at prices ranging from $293.46 to $294.45. 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 04, 2022 Filed Feb 7, 2022 19:41 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,386 $292.71 $405,698.14
Disclosure

SEC source: 0001062993-22-002852 · 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: 12,989,722

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 · price: The transaction was executed in multiple trades at prices ranging from $292.31 to $293.03. 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
February 04, 2022 Filed Feb 7, 2022 19:41 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,913 $291.66 $557,947.68
Disclosure

SEC source: 0001062993-22-002852 · 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: 12,991,108

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 · price: The transaction was executed in multiple trades at prices ranging from $291.15 to $292.04. 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
February 04, 2022 Filed Feb 7, 2022 19:41 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,187 $290.52 $344,842.37
Disclosure

SEC source: 0001062993-22-002852 · 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: 12,993,021

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 · price: The transaction was executed in multiple trades at prices ranging from $290.09 to $290.98. 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
February 03, 2022 Filed Feb 7, 2022 19:41 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 950 $294.24 $279,529.52
Disclosure

SEC source: 0001062993-22-002852 · 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: 12,994,208

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 · price: The transaction was executed in multiple trades at prices ranging from $294.07 to $294.72. 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
February 02, 2022 Filed Feb 3, 2022 16:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 400 $296.35 $118,541.00
Disclosure

SEC source: 0001062993-22-002409 · 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: 12,995,158

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 · price: The transaction was executed in multiple trades at prices ranging from $296.14 to $296.44. 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 02, 2022 Filed Feb 3, 2022 16:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,462 $295.35 $1,317,833.85
Disclosure

SEC source: 0001062993-22-002409 · 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: 12,995,558

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 · price: The transaction was executed in multiple trades at prices ranging from $295.03 to $295.95. 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
February 02, 2022 Filed Feb 3, 2022 16:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 6,501 $294.53 $1,914,749.28
Disclosure

SEC source: 0001062993-22-002409 · 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: 13,000,020

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 · price: The transaction was executed in multiple trades at prices ranging from $294.02 to $295.005. 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 02, 2022 Filed Feb 3, 2022 16:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,553 $293.53 $455,848.52
Disclosure

SEC source: 0001062993-22-002409 · 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: 13,006,521

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 · price: The transaction was executed in multiple trades at prices ranging from $293.00 to $293.99. 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
February 02, 2022 Filed Feb 3, 2022 16:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 897 $292.10 $262,009.93
Disclosure

SEC source: 0001062993-22-002409 · 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: 13,008,074

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 · price: The transaction was executed in multiple trades at prices ranging from $291.83 to $292.32. 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
February 02, 2022 Filed Feb 3, 2022 16:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 908 $290.97 $264,197.58
Disclosure

SEC source: 0001062993-22-002409 · 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: 13,008,971

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 · price: The transaction was executed in multiple trades at prices ranging from $290.55 to $291.515. 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 02, 2022 Filed Feb 3, 2022 16:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 642 $289.63 $185,942.27
Disclosure

SEC source: 0001062993-22-002409 · 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: 13,009,879

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 · price: The transaction was executed in multiple trades at prices ranging from $289.51 to $290.44. 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 02, 2022 Filed Feb 3, 2022 16:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 50 $288.38 $14,419.00
Disclosure

SEC source: 0001062993-22-002409 · 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: 13,010,521

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
February 01, 2022 Filed Feb 3, 2022 16:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,577 $288.58 $455,082.93
Disclosure

SEC source: 0001062993-22-002409 · 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: 13,010,571

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 · price: The transaction was executed in multiple trades at prices ranging from $288.44 to $288.85. 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 01, 2022 Filed Feb 3, 2022 16:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 6,420 $287.94 $1,848,573.52
Disclosure

SEC source: 0001062993-22-002409 · 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: 13,012,148

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 · price: The transaction was executed in multiple trades at prices ranging from $287.43 to $288.42. 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
February 01, 2022 Filed Feb 3, 2022 16:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,632 $286.82 $1,328,551.63
Disclosure

SEC source: 0001062993-22-002409 · 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: 13,018,568

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 · price: The transaction was executed in multiple trades at prices ranging from $286.41 to $287.405. 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
January 24, 2022 Filed Jan 26, 2022 16:12 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 280 $282.80 $79,184.28
Disclosure

SEC source: 0001062993-22-001577 · 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: 13,023,200

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

F5 · price: The transaction was executed in multiple trades at prices ranging from $282.47 to $283.06. 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
January 24, 2022 Filed Jan 26, 2022 16:12 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 292 $281.99 $82,341.46
Disclosure

SEC source: 0001062993-22-001577 · 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: 13,023,480

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 · price: The transaction was executed in multiple trades at prices ranging from $281.46 to $282.37. 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
January 24, 2022 Filed Jan 26, 2022 16:12 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 232 $280.84 $65,155.90
Disclosure

SEC source: 0001062993-22-001577 · 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: 13,023,772

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 · price: The transaction was executed in multiple trades at prices ranging from $280.44 to $280.97. 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
January 24, 2022 Filed Jan 26, 2022 16:12 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 278 $279.52 $77,707.62
Disclosure

SEC source: 0001062993-22-001577 · 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: 13,024,004

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 · price: The transaction was executed in multiple trades at prices ranging from $279.24 to $279.74. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
January 24, 2022 Filed Jan 26, 2022 16:12 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 34 $278.16 $9,457.44
Disclosure

SEC source: 0001062993-22-001577 · 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: 13,024,282

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
January 21, 2022 Filed Jan 24, 2022 15:09 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 116 $285.28 $33,092.48
Disclosure

SEC source: 0001062993-22-001468 · 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: 13,024,316

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.

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January 21, 2022 Filed Jan 24, 2022 15:09 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 33 $284.35 $9,383.46
Disclosure

SEC source: 0001062993-22-001468 · 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: 13,024,432

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 · price: The transaction was executed in multiple trades at prices ranging from $284.22 to $284.64. 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.

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January 20, 2022 Filed Jan 24, 2022 15:09 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 130 $294.66 $38,305.90
Disclosure

SEC source: 0001062993-22-001468 · 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: 13,024,465

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 · price: The transaction was executed in multiple trades at prices ranging from $294.63 to $294.73. 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.

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January 20, 2022 Filed Jan 24, 2022 15:09 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 625 $293.91 $183,691.31
Disclosure

SEC source: 0001062993-22-001468 · 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: 13,024,595

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

F6 · price: The transaction was executed in multiple trades at prices ranging from $293.56 to $294.33. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
January 20, 2022 Filed Jan 24, 2022 15:09 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 711 $292.64 $208,067.96
Disclosure

SEC source: 0001062993-22-001468 · 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: 13,025,220

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 · price: The transaction was executed in multiple trades at prices ranging from $292.4175 to $293.08. 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
January 20, 2022 Filed Jan 24, 2022 15:09 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,041 $291.82 $303,779.42
Disclosure

SEC source: 0001062993-22-001468 · 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: 13,025,931

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 · price: The transaction was executed in multiple trades at prices ranging from $291.215 to $292.17. 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
January 20, 2022 Filed Jan 24, 2022 15:09 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 598 $290.57 $173,758.59
Disclosure

SEC source: 0001062993-22-001468 · 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: 13,026,972

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 · price: The transaction was executed in multiple trades at prices ranging from $290.13 to $290.86. 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
January 20, 2022 Filed Jan 24, 2022 15:09 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 352 $289.30 $101,832.58
Disclosure

SEC source: 0001062993-22-001468 · 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: 13,027,570

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 · price: The transaction was executed in multiple trades at prices ranging from $289.13 to $289.39. 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
January 19, 2022 Filed Jan 20, 2022 21:26 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 18 $298.24 $5,368.32
Disclosure

SEC source: 0001062993-22-001288 · 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: 13,027,922

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
January 19, 2022 Filed Jan 20, 2022 21:26 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 390 $297.24 $115,923.72
Disclosure

SEC source: 0001062993-22-001288 · 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: 13,027,940

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 · price: The transaction was executed in multiple trades at prices ranging from $297.01 to $297.735. 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
January 19, 2022 Filed Jan 20, 2022 21:26 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,028 $296.44 $304,735.49
Disclosure

SEC source: 0001062993-22-001288 · 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: 13,028,330

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 · price: The transaction was executed in multiple trades at prices ranging from $296.01 to $296.94. 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
January 19, 2022 Filed Jan 20, 2022 21:26 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,599 $295.39 $1,063,108.97
Disclosure

SEC source: 0001062993-22-001288 · 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: 13,029,358

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 · price: The transaction was executed in multiple trades at prices ranging from $294.99 to $295.94. 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
January 19, 2022 Filed Jan 20, 2022 21:26 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,775 $294.53 $522,791.64
Disclosure

SEC source: 0001062993-22-001288 · 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: 13,032,957

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 · price: The transaction was executed in multiple trades at prices ranging from $293.96 to $294.95. 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
January 18, 2022 Filed Jan 20, 2022 21:26 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 100 $295.19 $29,519.00
Disclosure

SEC source: 0001062993-22-001288 · 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: 13,034,732

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
January 14, 2022 Filed Jan 18, 2022 20:57 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 43 $298.88 $12,851.63
Disclosure

SEC source: 0001062993-22-001173 · 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: 13,034,832

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
January 14, 2022 Filed Jan 18, 2022 20:57 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 823 $298.05 $245,295.89
Disclosure

SEC source: 0001062993-22-001173 · 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: 13,034,875

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 · price: The transaction was executed in multiple trades at prices ranging from $297.86 to $298.595. 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
January 13, 2022 Filed Jan 18, 2022 20:57 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 250 $321.19 $80,297.50
Disclosure

SEC source: 0001062993-22-001173 · 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: 13,035,698

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
January 13, 2022 Filed Jan 18, 2022 20:57 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 50 $320.00 $16,000.00
Disclosure

SEC source: 0001062993-22-001173 · 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: 13,035,948

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
January 13, 2022 Filed Jan 18, 2022 20:57 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 200 $319.45 $63,889.50
Disclosure

SEC source: 0001062993-22-001173 · 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: 13,035,998

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 · price: The transaction was executed in multiple trades at prices ranging from $318.99 to $319.62. 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

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