Last 12 months
Inside the activity.
1 purchase rows · 259 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 49 |
| Dec 2025 | 0 | 1 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 70 |
| Mar 2026 | 1 | 1 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 72 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 66 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 08, 2021 Filed Dec 9, 2021 17:50 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 790 | $322.11 | $254,469.27 |
DisclosureSEC source: 0001062993-21-012515 · 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: 13,282,106 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 · price: The transaction was executed in multiple trades at prices ranging from $321.54 to $322.50. 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 |
| December 08, 2021 Filed Dec 9, 2021 17:50 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 676 | $320.90 | $216,927.18 |
DisclosureSEC source: 0001062993-21-012515 · 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: 13,282,896 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 $320.47 to $321.35. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 08, 2021 Filed Dec 9, 2021 17:50 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,224 | $319.84 | $391,479.26 |
DisclosureSEC source: 0001062993-21-012515 · 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: 13,283,572 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 $319.47 to $320.46. 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 |
| December 08, 2021 Filed Dec 13, 2021 16:44 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
GiftCommon Stock | 33,680 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-012722 · 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: 13,243,063 Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 17:50 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 152 | $323.99 | $49,246.50 |
DisclosureSEC source: 0001062993-21-012515 · 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: 13,284,796 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 $323.99 to $324.00. 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 |
| December 07, 2021 Filed Dec 9, 2021 17:50 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,735 | $323.21 | $560,777.68 |
DisclosureSEC source: 0001062993-21-012515 · 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: 13,284,948 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. F8 · price: The transaction was executed in multiple trades at prices ranging from $322.73 to $323.71. 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 |
| December 07, 2021 Filed Dec 9, 2021 17:50 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,160 | $322.22 | $695,996.93 |
DisclosureSEC source: 0001062993-21-012515 · 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: 13,286,683 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2020. F7 · price: The transaction was executed in multiple trades at prices ranging from $321.70 to $322.69. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 17:50 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,309 | $321.07 | $420,277.10 |
DisclosureSEC source: 0001062993-21-012515 · 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: 13,288,843 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 $320.70 to $321.66. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 17:50 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,860 | $320.34 | $1,236,503.14 |
DisclosureSEC source: 0001062993-21-012515 · 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: 13,290,152 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 $319.70 to $320.69 The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 17:50 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 507 | $319.22 | $161,845.86 |
DisclosureSEC source: 0001062993-21-012515 · 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: 13,294,012 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2020. F4 · price: The transaction was executed in multiple trades at prices ranging from $318.68 to $319.66. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 07, 2021 Filed Dec 9, 2021 17:50 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 91 | $318.10 | $28,946.83 |
DisclosureSEC source: 0001062993-21-012515 · 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: 13,294,519 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2020. F3 · price: The transaction was executed in multiple trades at prices ranging from $317.585 to $318.44. 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 |
| December 07, 2021 Filed Dec 9, 2021 17:50 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 298 | $316.61 | $94,348.56 |
DisclosureSEC source: 0001062993-21-012515 · 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: 13,294,610 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 $316.55 to $316.72. 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 |
| December 06, 2021 Filed Dec 7, 2021 15:47 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 200 | $317.39 | $63,478.50 |
DisclosureSEC source: 0001062993-21-012290 · 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: 13,294,908 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2020. F8 · price: The transaction was executed in multiple trades at prices ranging from $317.28 to $317.50. 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 |
| December 06, 2021 Filed Dec 7, 2021 15:47 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 555 | $316.57 | $175,699.01 |
DisclosureSEC source: 0001062993-21-012290 · 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: 13,295,108 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. F7 · price: The transaction was executed in multiple trades at prices ranging from $316.25 to $317.03. 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 |
| December 06, 2021 Filed Dec 7, 2021 15:47 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,856 | $315.59 | $585,742.46 |
DisclosureSEC source: 0001062993-21-012290 · 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: 13,295,663 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 $315.23 to $316.16. 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 |
| December 06, 2021 Filed Dec 7, 2021 15:47 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,933 | $314.76 | $1,237,962.09 |
DisclosureSEC source: 0001062993-21-012290 · 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: 13,297,519 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2020. F5 · price: The transaction was executed in multiple trades at prices ranging from $314.23 to $315.18 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 |
| December 06, 2021 Filed Dec 7, 2021 15:47 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,354 | $313.50 | $1,364,991.19 |
DisclosureSEC source: 0001062993-21-012290 · 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: 13,301,452 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2020. F4 · price: The transaction was executed in multiple trades at prices ranging from $313.21 to $314.19. 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 |
| December 03, 2021 Filed Dec 7, 2021 15:47 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 31 | $323.87 | $10,039.97 |
DisclosureSEC source: 0001062993-21-012290 · 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: 13,305,806 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 |
| December 03, 2021 Filed Dec 7, 2021 15:47 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 185 | $321.50 | $59,477.69 |
DisclosureSEC source: 0001062993-21-012290 · 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: 13,305,837 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 $321.12 to $321.99. 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 |
| December 03, 2021 Filed Dec 7, 2021 15:47 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 432 | $320.15 | $138,304.15 |
DisclosureSEC source: 0001062993-21-012290 · 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: 13,306,022 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 $319.97 to $320.83. 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 |
| December 02, 2021 Filed Dec 3, 2021 21:01 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 629 | $322.04 | $202,565.24 |
DisclosureSEC source: 0001062993-21-012128 · form4.xml · nonDerivative · entry 19 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,306,454 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. F20 · price: The transaction was executed in multiple trades at prices ranging from $321.72 to $322.43. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 02, 2021 Filed Dec 3, 2021 21:01 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,591 | $321.14 | $832,075.04 |
DisclosureSEC source: 0001062993-21-012128 · 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: 13,307,083 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 · price: The transaction was executed in multiple trades at prices ranging from $320.675 to $321.67. 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 |
| December 02, 2021 Filed Dec 3, 2021 21:01 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,352 | $320.09 | $1,072,950.40 |
DisclosureSEC source: 0001062993-21-012128 · 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: 13,309,674 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 · price: The transaction was executed in multiple trades at prices ranging from $319.61 to $320.60. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 02, 2021 Filed Dec 3, 2021 21:01 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 928 | $319.28 | $296,296.02 |
DisclosureSEC source: 0001062993-21-012128 · form4.xml · nonDerivative · entry 16 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,313,026 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2020. F17 · price: The transaction was executed in multiple trades at prices ranging from $318.595 to $319.58. 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 |
| December 02, 2021 Filed Dec 3, 2021 21:01 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 407 | $317.42 | $129,189.53 |
DisclosureSEC source: 0001062993-21-012128 · form4.xml · nonDerivative · entry 15 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,313,954 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2020. F16 · price: The transaction was executed in multiple trades at prices ranging from $317.10 to $317.705. 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 |
| December 02, 2021 Filed Dec 3, 2021 21:01 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 941 | $316.23 | $297,570.27 |
DisclosureSEC source: 0001062993-21-012128 · form4.xml · nonDerivative · entry 14 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,314,361 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2020. F15 · price: The transaction was executed in multiple trades at prices ranging from $315.61 to $316.53. 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 |
| December 02, 2021 Filed Dec 3, 2021 21:01 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 580 | $314.80 | $182,583.42 |
DisclosureSEC source: 0001062993-21-012128 · 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: 13,315,302 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2020. F14 · price: The transaction was executed in multiple trades at prices ranging from $314.52 to $315.01. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 02, 2021 Filed Dec 3, 2021 21:01 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,086 | $313.95 | $654,909.50 |
DisclosureSEC source: 0001062993-21-012128 · 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: 13,315,882 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 · price: The transaction was executed in multiple trades at prices ranging from $313.44 to $314.25. 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 |
| December 02, 2021 Filed Dec 3, 2021 21:01 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 122 | $313.23 | $38,214.41 |
DisclosureSEC source: 0001062993-21-012128 · 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: 13,317,968 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 · price: The transaction was executed in multiple trades at prices ranging from $312.43 to $313.395. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 02, 2021 Filed Dec 3, 2021 21:01 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 131 | $310.41 | $40,664.00 |
DisclosureSEC source: 0001062993-21-012128 · 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: 13,318,090 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 $310.23 to $311.00. 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 |
| December 01, 2021 Filed Dec 3, 2021 21:01 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 129 | $318.54 | $41,091.79 |
DisclosureSEC source: 0001062993-21-012128 · 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: 13,318,221 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 $318.51 to $318.55. 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 |
| December 01, 2021 Filed Dec 3, 2021 21:01 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,390 | $317.86 | $441,824.43 |
DisclosureSEC source: 0001062993-21-012128 · 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: 13,318,350 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2020. F9 · price: The transaction was executed in multiple trades at prices ranging from $317.37 to $318.335. 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 |
| December 01, 2021 Filed Dec 3, 2021 21:01 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,441 | $316.85 | $773,438.66 |
DisclosureSEC source: 0001062993-21-012128 · 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: 13,319,740 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 $316.36 to $317.35. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 21:01 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,986 | $315.83 | $627,231.63 |
DisclosureSEC source: 0001062993-21-012128 · 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: 13,322,181 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 $315.335 to $316.30. 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 |
| December 01, 2021 Filed Dec 3, 2021 21:01 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,867 | $314.96 | $588,034.05 |
DisclosureSEC source: 0001062993-21-012128 · 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: 13,324,167 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 $314.31 to $315.23. 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 |
| December 01, 2021 Filed Dec 3, 2021 21:01 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,338 | $313.77 | $419,820.38 |
DisclosureSEC source: 0001062993-21-012128 · 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: 13,326,034 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 $313.26 to $314.24 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 |
| December 01, 2021 Filed Dec 3, 2021 21:01 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,934 | $312.71 | $604,784.43 |
DisclosureSEC source: 0001062993-21-012128 · 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: 13,327,372 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 $312.25 to $313.225. 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 |
| December 01, 2021 Filed Dec 3, 2021 21:01 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,301 | $311.55 | $716,884.60 |
DisclosureSEC source: 0001062993-21-012128 · 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: 13,329,306 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 $311.22 to $312.14. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 01, 2021 Filed Dec 3, 2021 21:01 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,218 | $310.81 | $378,570.96 |
DisclosureSEC source: 0001062993-21-012128 · 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: 13,331,607 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. F2 · price: The transaction was executed in multiple trades at prices ranging from $310.17 to $311.09. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 29, 2021 Filed Dec 1, 2021 21:59 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,149 | $320.55 | $368,311.38 |
DisclosureSEC source: 0001062993-21-011899 · 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: 13,332,825 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 $320.06 to $320.92. 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 |
| November 29, 2021 Filed Dec 1, 2021 21:59 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,499 | $319.44 | $798,270.06 |
DisclosureSEC source: 0001062993-21-011899 · 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: 13,333,974 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 $319.06 to $320.00. 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 |
| November 29, 2021 Filed Dec 1, 2021 21:59 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,663 | $318.56 | $1,166,892.61 |
DisclosureSEC source: 0001062993-21-011899 · 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: 13,336,473 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 $318.06 to $319.02. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 29, 2021 Filed Dec 1, 2021 21:59 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,742 | $317.54 | $553,148.06 |
DisclosureSEC source: 0001062993-21-011899 · 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: 13,340,136 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 $317.05 to $318.02 The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 29, 2021 Filed Dec 1, 2021 21:59 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,313 | $316.59 | $415,689.10 |
DisclosureSEC source: 0001062993-21-011899 · 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: 13,341,878 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 $316.045 to $317.02. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 29, 2021 Filed Dec 1, 2021 21:59 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 178 | $315.45 | $56,150.26 |
DisclosureSEC source: 0001062993-21-011899 · 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: 13,343,191 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 $314.96 to $315.73. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 29, 2021 Filed Dec 1, 2021 21:59 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 181 | $314.30 | $56,887.68 |
DisclosureSEC source: 0001062993-21-011899 · 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: 13,343,369 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 $313.855 to $314.64. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 29, 2021 Filed Dec 1, 2021 21:59 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 100 | $311.71 | $31,171.00 |
DisclosureSEC source: 0001062993-21-011899 · 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: 13,343,550 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 |
| November 24, 2021 Filed Nov 26, 2021 17:05 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 502 | $319.19 | $160,233.03 |
DisclosureSEC source: 0001062993-21-011670 · 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: 13,343,650 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 $319.04 to $319.55. 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 |
| November 24, 2021 Filed Nov 26, 2021 17:05 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,113 | $318.58 | $1,310,300.62 |
DisclosureSEC source: 0001062993-21-011670 · 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: 13,344,152 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 $318.04 to $319.03 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 |
| November 24, 2021 Filed Nov 26, 2021 17:05 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,822 | $317.52 | $896,032.97 |
DisclosureSEC source: 0001062993-21-011670 · 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: 13,348,265 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 $317.04 to $318.02. 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.