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 |
|---|---|---|---|---|---|---|
| November 23, 2021 Filed Nov 26, 2021 17:05 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,509 | $317.86 | $797,513.25 |
DisclosureSEC source: 0001062993-21-011670 · 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: 13,351,087 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 $317.33 to $318.31. 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 23, 2021 Filed Nov 26, 2021 17:05 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,891 | $316.45 | $1,231,295.28 |
DisclosureSEC source: 0001062993-21-011670 · 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: 13,353,596 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 $316.26 to $317.22. 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 22, 2021 Filed Nov 23, 2021 13:45 UTC |
DUBINSKY JASONChief Financial Officer
|
SaleCommon Stock | 8 | $321.30 | $2,570.42 |
DisclosureSEC source: 0001062993-21-011439 · form4.xml · nonDerivative · entry 5 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,548 F5 · price: The transaction was executed in multiple trades at prices ranging from $321.19 to $321.41. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 13:45 UTC |
DUBINSKY JASONChief Financial Officer
|
SaleCommon Stock | 1,129 | $320.46 | $361,800.36 |
DisclosureSEC source: 0001062993-21-011439 · form4.xml · nonDerivative · entry 4 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,556 F4 · price: The transaction was executed in multiple trades at prices ranging from $320.06 to $321.00. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 13:45 UTC |
DUBINSKY JASONChief Financial Officer
|
SaleCommon Stock | 755 | $319.59 | $241,288.26 |
DisclosureSEC source: 0001062993-21-011439 · form4.xml · nonDerivative · entry 3 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,685 F3 · 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 sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 13:45 UTC |
DUBINSKY JASONChief Financial Officer
|
SaleCommon Stock | 350 | $317.93 | $111,276.41 |
DisclosureSEC source: 0001062993-21-011439 · form4.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,440 F2 · price: The transaction was executed in multiple trades at prices ranging from $317.49 to $318.39. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 13:45 UTC |
DUBINSKY JASONChief Financial Officer
|
SaleCommon Stock | 765 | $316.58 | $242,180.72 |
DisclosureSEC source: 0001062993-21-011439 · form4.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,790 F1 · price: The transaction was executed in multiple trades at prices ranging from $316.17 to $317.05. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:45 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 342 | $324.99 | $111,145.01 |
DisclosureSEC source: 0001062993-21-011438 · 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: 13,357,487 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 $324.98 to $325.00. 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 22, 2021 Filed Nov 23, 2021 18:45 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 582 | $324.02 | $188,580.45 |
DisclosureSEC source: 0001062993-21-011438 · 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: 13,357,829 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 $323.74 to $324.57. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 22, 2021 Filed Nov 23, 2021 18:45 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 852 | $322.72 | $274,955.99 |
DisclosureSEC source: 0001062993-21-011438 · 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: 13,358,411 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 $322.62 to $323.58. 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 |
| November 19, 2021 Filed Nov 23, 2021 18:45 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 701 | $328.03 | $229,946.72 |
DisclosureSEC source: 0001062993-21-011438 · 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: 13,359,263 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 $327.705 to $328.41. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 19, 2021 Filed Nov 23, 2021 18:45 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 172 | $327.12 | $56,263.93 |
DisclosureSEC source: 0001062993-21-011438 · 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: 13,359,964 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2020. F5 · price: The transaction was executed in multiple trades at prices ranging from $326.60 to $327.425 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 |
| November 19, 2021 Filed Nov 23, 2021 18:45 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,362 | $326.01 | $444,020.44 |
DisclosureSEC source: 0001062993-21-011438 · 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: 13,360,136 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. F4 · price: The transaction was executed in multiple trades at prices ranging from $325.58 to $326.48. 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 19, 2021 Filed Nov 23, 2021 18:45 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,684 | $324.95 | $872,169.02 |
DisclosureSEC source: 0001062993-21-011438 · 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: 13,361,498 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 $324.43 to $325.42. 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 |
| November 19, 2021 Filed Nov 23, 2021 18:45 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,859 | $323.74 | $925,578.09 |
DisclosureSEC source: 0001062993-21-011438 · 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: 13,364,182 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 $323.40 to $324.35. 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 |
| November 18, 2021 Filed Nov 19, 2021 21:25 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,765 | $324.57 | $572,870.29 |
DisclosureSEC source: 0001062993-21-011242 · 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: 13,367,041 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 $324.29 to $324.97. 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 |
| November 18, 2021 Filed Nov 19, 2021 21:25 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,427 | $323.88 | $462,178.04 |
DisclosureSEC source: 0001062993-21-011242 · 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: 13,368,806 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. F8 · price: The transaction was executed in multiple trades at prices ranging from $323.2850 to $324.2750. 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 18, 2021 Filed Nov 19, 2021 21:25 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,543 | $322.77 | $498,032.57 |
DisclosureSEC source: 0001062993-21-011242 · 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: 13,370,233 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 $322.26 to $323.23. 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 |
| November 18, 2021 Filed Nov 19, 2021 21:25 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,679 | $321.81 | $540,325.37 |
DisclosureSEC source: 0001062993-21-011242 · 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: 13,371,776 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 $321.22 to $322.1850. 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 18, 2021 Filed Nov 19, 2021 21:25 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,662 | $320.59 | $532,820.91 |
DisclosureSEC source: 0001062993-21-011242 · 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: 13,373,455 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 $320.13 to $321.015. 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 18, 2021 Filed Nov 19, 2021 21:25 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 876 | $319.45 | $279,835.22 |
DisclosureSEC source: 0001062993-21-011242 · 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: 13,375,117 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2020. F4 · price: The transaction was executed in multiple trades at prices ranging from $319.07 to $319.99. 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 |
| November 17, 2021 Filed Nov 19, 2021 21:25 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 28 | $323.12 | $9,047.36 |
DisclosureSEC source: 0001062993-21-011242 · 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: 13,375,993 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 17, 2021 Filed Nov 19, 2021 21:25 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,188 | $321.58 | $382,033.95 |
DisclosureSEC source: 0001062993-21-011242 · 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: 13,376,021 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 $321.255 to $322.21. 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 17, 2021 Filed Nov 19, 2021 21:25 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,042 | $320.74 | $1,296,429.46 |
DisclosureSEC source: 0001062993-21-011242 · 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: 13,377,209 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 $320.25 to $321.22. 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 16, 2021 Filed Nov 17, 2021 17:24 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 955 | $321.77 | $307,295.03 |
DisclosureSEC source: 0001062993-21-010992 · 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: 13,381,251 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 $321.46 to $321.94. 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 |
| November 16, 2021 Filed Nov 17, 2021 17:24 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,781 | $320.78 | $1,212,866.16 |
DisclosureSEC source: 0001062993-21-010992 · 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: 13,382,206 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 $320.32 to $321.265. 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 16, 2021 Filed Nov 17, 2021 17:24 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,835 | $319.70 | $906,359.14 |
DisclosureSEC source: 0001062993-21-010992 · 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: 13,385,987 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 $319.21 to $320.08. 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 |
| November 16, 2021 Filed Nov 17, 2021 17:24 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 646 | $318.64 | $205,842.93 |
DisclosureSEC source: 0001062993-21-010992 · 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: 13,388,822 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2020. F9 · price: The transaction was executed in multiple trades at prices ranging from $318.06 to $318.96. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 16, 2021 Filed Nov 17, 2021 17:24 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 88 | $317.09 | $27,903.93 |
DisclosureSEC source: 0001062993-21-010992 · 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: 13,389,468 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 $316.99 to $317.40. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 16, 2021 Filed Nov 17, 2021 17:24 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 961 | $316.55 | $304,205.99 |
DisclosureSEC source: 0001062993-21-010992 · 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: 13,389,556 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 $315.99 to $316.82. 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 16, 2021 Filed Nov 17, 2021 17:24 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 334 | $315.39 | $105,341.80 |
DisclosureSEC source: 0001062993-21-010992 · 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: 13,390,517 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2020. F6 · price: The transaction was executed in multiple trades at prices ranging from $314.97 to $315.90. 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 |
| November 16, 2021 Filed Nov 18, 2021 15:51 UTC |
DUBINSKY JASONChief Financial Officer
|
Exercise / conversionMarket Stock Units · Derivative | 1,029 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-21-011133 · form4.xml · derivative · entry 4 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,029 shares Expires 2021-11-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2018. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2018. F1 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2018. Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 15:51 UTC |
DUBINSKY JASONChief Financial Officer
|
Tax withholdingCommon Stock | 684 | $316.52 | $216,499.68 |
DisclosureSEC source: 0001062993-21-011133 · form4.xml · nonDerivative · entry 3 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,555 Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 15:51 UTC |
DUBINSKY JASONChief Financial Officer
|
GrantCommon Stock | 514 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-011133 · form4.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,239 F2 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year perfomance period ending November 14, 2021 in excess of target under the terms of a market stock unit grant on November 15, 2018. Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 15:51 UTC |
DUBINSKY JASONChief Financial Officer
|
Exercise / conversionCommon Stock | 1,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-011133 · form4.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,725 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2018. Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 15:50 UTC |
Dunn Daniel JosephChief Revenue Officer
|
Exercise / conversionMarket Stock Units · Derivative | 686 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-21-011132 · form4.xml · derivative · entry 4 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 686 shares Expires 2021-11-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2018. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2018. F1 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2018. Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 15:50 UTC |
Dunn Daniel JosephChief Revenue Officer
|
Tax withholdingCommon Stock | 452 | $316.52 | $143,067.04 |
DisclosureSEC source: 0001062993-21-011132 · form4.xml · nonDerivative · entry 3 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,187 Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 15:50 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantCommon Stock | 343 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-011132 · form4.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,639 F2 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2021 in excess of target under the terms of a market stock unit grant on November 15, 2018. Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 15:50 UTC |
Dunn Daniel JosephChief Revenue Officer
|
Exercise / conversionCommon Stock | 686 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-011132 · form4.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,296 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2018. Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 20:50 UTC |
Kapoor KunalDirector · CEO
|
Exercise / conversionMarket Stock Units · Derivative | 6,101 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-21-011131 · form4.xml · derivative · entry 4 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,101 shares Expires 2021-11-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2018. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2018. F1 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2018. Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 20:50 UTC |
Kapoor KunalDirector · CEO
|
Tax withholdingCommon Stock | 4,055 | $316.52 | $1,283,488.60 |
DisclosureSEC source: 0001062993-21-011131 · form4.xml · nonDerivative · entry 3 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 107,399 Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 20:50 UTC |
Kapoor KunalDirector · CEO
|
GrantCommon Stock | 3,050 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-011131 · form4.xml · nonDerivative · entry 2 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,454 F2 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year perforrmance period ending November 14, 2021 in excess of target under the terms of a market stock unit grant on November 15, 2018. Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 20:50 UTC |
Kapoor KunalDirector · CEO
|
Exercise / conversionCommon Stock | 6,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-011131 · form4.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,404 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2018. Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 20:50 UTC |
Desmond BevinHead of Talent and Culture
|
Exercise / conversionMarket Stock Units · Derivative | 915 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-21-011130 · form4.xml · derivative · entry 5 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 915 shares Expires 2021-11-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2018. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2018. F1 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2018. Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 20:50 UTC |
Desmond BevinHead of Talent and Culture
|
Tax withholdingCommon Stock | 608 | $316.52 | $192,444.16 |
DisclosureSEC source: 0001062993-21-011130 · form4.xml · nonDerivative · entry 3 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,901 Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 20:50 UTC |
Desmond BevinHead of Talent and Culture
|
GrantCommon Stock | 457 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-011130 · form4.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,509 F2 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2021 in excess of target under the terms of a market stock unit grant on November 15, 2018. Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 20:50 UTC |
Desmond BevinHead of Talent and Culture
|
Exercise / conversionCommon Stock | 915 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-011130 · form4.xml · nonDerivative · entry 1 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,052 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2018. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 12:24 UTC |
DUBINSKY JASONChief Financial Officer
|
GrantMarket Stock Units · Derivative | 756 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-010994 · form4.xml · derivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 756 Underlying: Common Stock · 756 shares Expires 2024-11-15 F1 · derivative.exercise_price: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending November 14, 2024. F1 · derivative.exercise_date: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending November 14, 2024. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 12:25 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantMarket Stock Units · Derivative | 420 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-010995 · form4.xml · derivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420 Underlying: Common Stock · 420 shares Expires 2024-11-15 F1 · derivative.exercise_price: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending November 14, 2024. F1 · derivative.exercise_date: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending November 14, 2024. Read SEC document |
| November 15, 2021 Filed Nov 17, 2021 17:24 UTC |
Kapoor KunalDirector · CEO
|
GrantMarket Stock Units · Derivative | 3,360 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-010993 · form4.xml · derivative · entry 1 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,360 Underlying: Common Stock · 3,360 shares Expires 2024-11-15 F1 · derivative.exercise_price: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending November 14, 2024. F1 · derivative.exercise_date: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending November 14, 2024. 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.