Tapewire

Nasdaq · USD

MORN

Morningstar, Inc.

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Tapewire entity
915
SEC CIK
0001289419
Parsed reports
963

Last 12 months

Inside the activity.

1 purchase rows · 259 sale rows

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

Latest available

Insider transactions

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

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

Transaction dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
October 15, 2021 Filed Oct 19, 2021 16:55 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,020 $273.43 $1,099,189.40
Disclosure

SEC source: 0001289419-21-000256 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,463,979

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 $272.81 to $273.80. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
October 14, 2021 Filed Oct 15, 2021 16:13 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,291 $272.10 $623,386.37
Disclosure

SEC source: 0001289419-21-000254 · edgar.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,467,999

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

F8 · price: The transaction was executed in multiple trades at prices ranging from $271.80 to $272.45. 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
October 14, 2021 Filed Oct 15, 2021 16:13 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,109 $271.36 $843,671.92
Disclosure

SEC source: 0001289419-21-000254 · edgar.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,470,290

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 $270.79 to $271.75. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
October 14, 2021 Filed Oct 15, 2021 16:13 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,609 $270.38 $435,047.05
Disclosure

SEC source: 0001289419-21-000254 · edgar.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,473,399

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 $269.79 to $270.78. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
October 14, 2021 Filed Oct 15, 2021 16:13 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 500 $269.04 $134,520.75
Disclosure

SEC source: 0001289419-21-000254 · edgar.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,475,008

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 $268.73 to $269.21. 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
October 13, 2021 Filed Oct 15, 2021 16:13 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 600 $268.89 $161,335.44
Disclosure

SEC source: 0001289419-21-000254 · edgar.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,475,508

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 $268.76 to $269.25. 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
October 13, 2021 Filed Oct 15, 2021 16:13 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,158 $267.99 $578,312.92
Disclosure

SEC source: 0001289419-21-000254 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,476,108

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.

F3 · price: The transaction was executed in multiple trades at prices ranging from $267.61 to $268.50. 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
October 13, 2021 Filed Oct 15, 2021 16:13 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 5,534 $267.14 $1,478,366.04
Disclosure

SEC source: 0001289419-21-000254 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,478,266

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 $266.61 to $267.60. 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
October 12, 2021 Filed Oct 13, 2021 19:17 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,023 $269.58 $275,784.02
Disclosure

SEC source: 0001289419-21-000252 · edgar.xml · nonDerivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,483,800

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 $269.47 to $269.89. 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
October 12, 2021 Filed Oct 13, 2021 19:17 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,503 $368.79 $1,291,881.53
Disclosure

SEC source: 0001289419-21-000252 · edgar.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,484,823

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 $268.47 to $269.46. 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
October 11, 2021 Filed Oct 13, 2021 19:17 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 698 $274.12 $191,336.25
Disclosure

SEC source: 0001289419-21-000252 · edgar.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,488,326

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 $273.9750 to $274.57. 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
October 11, 2021 Filed Oct 13, 2021 19:17 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,149 $273.41 $587,551.64
Disclosure

SEC source: 0001289419-21-000252 · edgar.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,489,024

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 $272.97 to $273.93. 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
October 11, 2021 Filed Oct 13, 2021 19:17 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,700 $272.48 $463,216.51
Disclosure

SEC source: 0001289419-21-000252 · edgar.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,491,173

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 $271.97 to $272.96. 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
October 08, 2021 Filed Oct 13, 2021 19:17 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 150 $274.74 $41,211.00
Disclosure

SEC source: 0001289419-21-000252 · edgar.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,492,873

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
October 08, 2021 Filed Oct 13, 2021 19:17 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,808 $273.93 $769,187.58
Disclosure

SEC source: 0001289419-21-000252 · edgar.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,493,023

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 $273.52 to $274.50. 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
October 08, 2021 Filed Oct 13, 2021 19:17 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,845 $272.97 $1,322,538.68
Disclosure

SEC source: 0001289419-21-000252 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,495,831

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 $272.52 to $273.49. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
October 08, 2021 Filed Oct 13, 2021 19:17 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,790 $271.89 $758,568.92
Disclosure

SEC source: 0001289419-21-000252 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,500,676

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 $271.51 to $272.46. 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
October 07, 2021 Filed Oct 8, 2021 16:16 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,095 $272.07 $569,983.72
Disclosure

SEC source: 0001289419-21-000250 · edgar.xml · nonDerivative · entry 10

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,503,466

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 $271.8150 to $272.49. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
October 07, 2021 Filed Oct 8, 2021 16:16 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 5,756 $271.26 $1,561,358.75
Disclosure

SEC source: 0001289419-21-000250 · edgar.xml · nonDerivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,505,561

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 $270.81 to $271.80. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
October 07, 2021 Filed Oct 8, 2021 16:16 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,598 $270.33 $702,328.77
Disclosure

SEC source: 0001289419-21-000250 · edgar.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,511,317

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 $269.79 to $270.78. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
October 07, 2021 Filed Oct 8, 2021 16:16 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 258 $269.33 $69,486.57
Disclosure

SEC source: 0001289419-21-000250 · edgar.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,513,915

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 $268.75 to $269.46. 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
October 07, 2021 Filed Oct 8, 2021 16:16 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 329 $268.22 $88,245.20
Disclosure

SEC source: 0001289419-21-000250 · edgar.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,514,173

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 $267.74 to $268.64. 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
October 06, 2021 Filed Oct 8, 2021 16:16 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,594 $266.57 $424,910.19
Disclosure

SEC source: 0001289419-21-000250 · edgar.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,514,502

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 $266.36 to $267.03. 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
October 06, 2021 Filed Oct 8, 2021 16:16 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,580 $265.75 $419,878.05
Disclosure

SEC source: 0001289419-21-000250 · edgar.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,516,096

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

F5 · price: The transaction was executed in multiple trades at prices ranging from $265.32 to $266.26. 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
October 06, 2021 Filed Oct 8, 2021 16:16 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,126 $264.77 $562,898.26
Disclosure

SEC source: 0001289419-21-000250 · edgar.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,517,676

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 $264.25 to $265.24. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
October 06, 2021 Filed Oct 8, 2021 16:16 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,246 $263.54 $328,376.57
Disclosure

SEC source: 0001289419-21-000250 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,519,802

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 $263.1250 to $264.12. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
October 06, 2021 Filed Oct 8, 2021 16:16 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,450 $262.51 $380,641.82
Disclosure

SEC source: 0001289419-21-000250 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,521,048

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 $262.03 to $263.0050. 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
October 05, 2021 Filed Oct 6, 2021 20:26 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 46 $263.45 $12,118.70
Disclosure

SEC source: 0001289419-21-000248 · edgar.xml · nonDerivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,522,498

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.

Read SEC document
October 05, 2021 Filed Oct 6, 2021 20:26 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,329 $262.67 $1,137,111.85
Disclosure

SEC source: 0001289419-21-000248 · edgar.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,522,544

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 $262.27 to $263.21. 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
October 05, 2021 Filed Oct 6, 2021 20:26 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,171 $261.56 $306,286.88
Disclosure

SEC source: 0001289419-21-000248 · edgar.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,526,873

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 $261.23 to $262.20. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
October 05, 2021 Filed Oct 6, 2021 20:26 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,689 $260.66 $440,260.99
Disclosure

SEC source: 0001289419-21-000248 · edgar.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,528,044

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 $260.13 to $261.1250. 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
October 05, 2021 Filed Oct 6, 2021 20:26 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 905 $259.50 $234,845.69
Disclosure

SEC source: 0001289419-21-000248 · edgar.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,529,733

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.

F6 · price: The transaction was executed in multiple trades at prices ranging from $259.06 to $260.05. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

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October 05, 2021 Filed Oct 6, 2021 20:26 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 110 $258.10 $28,390.84
Disclosure

SEC source: 0001289419-21-000248 · edgar.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,530,638

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 $258.05 to $258.8650. 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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October 05, 2021 Filed Oct 6, 2021 20:26 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,226 $257.09 $315,194.67
Disclosure

SEC source: 0001289419-21-000248 · edgar.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,530,748

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 $256.72 to $257.60. 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.

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October 05, 2021 Filed Oct 6, 2021 20:26 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 472 $256.35 $120,994.89
Disclosure

SEC source: 0001289419-21-000248 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,531,974

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.

F3 · price: The transaction was executed in multiple trades at prices ranging from $255.72 to $256.54. 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
October 05, 2021 Filed Oct 6, 2021 20:26 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 374 $255.34 $95,497.12
Disclosure

SEC source: 0001289419-21-000248 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,532,446

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 $254.71 to $255.65. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
October 01, 2021 Filed Oct 4, 2021 15:38 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 100 $262.07 $26,207.00
Disclosure

SEC source: 0001289419-21-000246 · edgar.xml · nonDerivative · entry 10

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,532,820

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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October 01, 2021 Filed Oct 4, 2021 15:38 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,181 $261.40 $831,517.85
Disclosure

SEC source: 0001289419-21-000246 · edgar.xml · nonDerivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,532,920

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 $261.06 to $261.97. 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
October 01, 2021 Filed Oct 4, 2021 15:38 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,811 $260.53 $732,361.36
Disclosure

SEC source: 0001289419-21-000246 · edgar.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,536,101

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 $260.05 to $261.03. 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
October 01, 2021 Filed Oct 4, 2021 15:38 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,688 $259.58 $697,757.49
Disclosure

SEC source: 0001289419-21-000246 · edgar.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,538,912

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

F8 · price: The transaction was executed in multiple trades at prices ranging from $259.03 to $260.02. 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
October 01, 2021 Filed Oct 4, 2021 15:38 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,100 $258.66 $284,525.89
Disclosure

SEC source: 0001289419-21-000246 · edgar.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,541,600

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 $258.03 to $258.99. 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
September 30, 2021 Filed Oct 4, 2021 15:38 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 350 $267.93 $93,774.59
Disclosure

SEC source: 0001289419-21-000246 · edgar.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,542,700

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 $267.42 to $268.2250. 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
September 30, 2021 Filed Oct 4, 2021 15:38 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 550 $266.77 $146,723.01
Disclosure

SEC source: 0001289419-21-000246 · edgar.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,543,050

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

F5 · price: The transaction was executed in multiple trades at prices ranging from $266.09 to $267.01. 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
September 30, 2021 Filed Oct 4, 2021 15:38 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 850 $265.37 $225,565.86
Disclosure

SEC source: 0001289419-21-000246 · edgar.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,543,600

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 $264.88 to $265.60. 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
September 30, 2021 Filed Oct 4, 2021 15:38 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 450 $263.95 $118,775.52
Disclosure

SEC source: 0001289419-21-000246 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,544,450

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 $263.80 to $264.10. 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
September 30, 2021 Filed Oct 4, 2021 15:38 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 350 $263.09 $92,082.59
Disclosure

SEC source: 0001289419-21-000246 · edgar.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,544,900

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 $262.68 to $263.63. 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
September 29, 2021 Filed Sep 30, 2021 18:27 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 600 $271.31 $162,783.00
Disclosure

SEC source: 0001289419-21-000244 · edgar.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,545,250

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 $270.84 to $271.75. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
September 29, 2021 Filed Sep 30, 2021 18:27 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 750 $269.63 $202,222.50
Disclosure

SEC source: 0001289419-21-000244 · edgar.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,545,850

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 $269.36 to $270.05. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
September 29, 2021 Filed Sep 30, 2021 18:27 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 818 $268.70 $219,793.82
Disclosure

SEC source: 0001289419-21-000244 · edgar.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,546,600

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 $268.19 to $269.12. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
September 29, 2021 Filed Sep 30, 2021 18:27 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,269 $267.51 $339,467.65
Disclosure

SEC source: 0001289419-21-000244 · edgar.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 13,547,418

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 $267.03 to $268.02. 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.