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 |
|---|---|---|---|---|---|---|
| May 25, 2021 Filed May 27, 2021 17:37 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 6,411 | $235.99 | $1,512,938.94 |
DisclosureSEC source: 0001289419-21-000141 · 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: 18,651,386 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 $235.53 to $236.52. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 24, 2021 Filed May 25, 2021 16:44 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 242 | $237.61 | $57,502.59 |
DisclosureSEC source: 0001289419-21-000135 · 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: 18,657,797 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 $237.4250 to $237.85. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 24, 2021 Filed May 25, 2021 16:44 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 8,532 | $236.73 | $2,019,803.40 |
DisclosureSEC source: 0001289419-21-000135 · 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: 18,658,039 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 $236.32 to $237.31. 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 |
| May 24, 2021 Filed May 25, 2021 16:44 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,724 | $236.07 | $643,060.40 |
DisclosureSEC source: 0001289419-21-000135 · 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: 18,666,571 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2020. F6 · price: The transaction was executed in multiple trades at prices ranging from $235.31 to $236.30. 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 |
| May 24, 2021 Filed May 26, 2021 21:06 UTC |
Desmond BevinHead of Talent and Culture
|
SaleCommon Stock | 1,694 | $236.92 | $401,335.37 |
DisclosureSEC source: 0001289419-21-000139 · edgar.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,137 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 20, 2020. F3 · price: The transaction was executed in multiple trades at prices ranging from $236.77 to $237.32. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 24, 2021 Filed May 26, 2021 21:06 UTC |
Desmond BevinHead of Talent and Culture
|
SaleCommon Stock | 1,306 | $236.37 | $308,704.31 |
DisclosureSEC source: 0001289419-21-000139 · edgar.xml · nonDerivative · entry 1 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,831 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 20, 2020. F2 · price: The transaction was executed in multiple trades at prices ranging from $235.7050 to $236.64. 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 |
| May 21, 2021 Filed May 25, 2021 16:44 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 155 | $241.29 | $37,399.58 |
DisclosureSEC source: 0001289419-21-000135 · 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: 18,669,295 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 $240.98 to $241.94. 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 |
| May 21, 2021 Filed May 25, 2021 16:44 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 322 | $240.38 | $77,403.29 |
DisclosureSEC source: 0001289419-21-000135 · 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: 18,669,450 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. F4 · price: The transaction was executed in multiple trades at prices ranging from $239.9750 to $240.94. 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 |
| May 21, 2021 Filed May 25, 2021 16:44 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 494 | $239.13 | $118,131.80 |
DisclosureSEC source: 0001289419-21-000135 · 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: 18,669,772 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2020. F3 · price: The transaction was executed in multiple trades at prices ranging from $238.91 to $239.27. 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 |
| May 21, 2021 Filed May 25, 2021 16:44 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,486 | $238.28 | $354,088.98 |
DisclosureSEC source: 0001289419-21-000135 · 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: 18,670,266 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 $237.85 to $238.78. 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 |
| May 20, 2021 Filed May 21, 2021 17:00 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,637 | $238.90 | $1,107,796.46 |
DisclosureSEC source: 0001289419-21-000133 · 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: 18,671,752 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 $238.5050 to $239.44. 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 |
| May 20, 2021 Filed May 21, 2021 17:00 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,222 | $238.00 | $1,004,841.91 |
DisclosureSEC source: 0001289419-21-000133 · 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: 18,676,389 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 $237.50 to $238.48. 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 |
| May 20, 2021 Filed May 21, 2021 17:00 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,814 | $236.80 | $666,352.67 |
DisclosureSEC source: 0001289419-21-000133 · 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: 18,680,611 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 $236.4550 to $237.24. 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 |
| May 20, 2021 Filed May 21, 2021 17:00 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,711 | $235.91 | $639,541.44 |
DisclosureSEC source: 0001289419-21-000133 · 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: 18,683,425 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 $235.43 to $236.3150. 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 |
| May 20, 2021 Filed May 21, 2021 17:00 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,044 | $234.76 | $479,856.19 |
DisclosureSEC source: 0001289419-21-000133 · 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: 18,686,136 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 $234.3075 to $235.26. 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 |
| May 20, 2021 Filed May 21, 2021 17:00 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 858 | $233.66 | $200,482.43 |
DisclosureSEC source: 0001289419-21-000133 · 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: 18,688,180 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 $232.98 to $233.93. 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 |
| May 19, 2021 Filed May 21, 2021 17:00 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 47 | $236.30 | $11,106.10 |
DisclosureSEC source: 0001289419-21-000133 · 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: 18,689,038 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 |
| May 19, 2021 Filed May 21, 2021 17:00 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,121 | $235.62 | $499,747.26 |
DisclosureSEC source: 0001289419-21-000133 · 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: 18,689,085 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 $235.04 to $235.99. 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 |
| May 19, 2021 Filed May 21, 2021 17:00 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 630 | $234.09 | $147,475.63 |
DisclosureSEC source: 0001289419-21-000133 · 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: 18,691,206 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. F2 · price: The transaction was executed in multiple trades at prices ranging from $234.00 to $234.68. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 18, 2021 Filed May 18, 2021 21:05 UTC |
DUBINSKY JASONChief Financial Officer
|
Exercise / conversionMarket Stock Units · Derivative | 1,014 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001289419-21-000127 · edgar.xml · derivative · entry 6 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,014 shares Expires 2021-05-18 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. F2 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2018. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2018. F2 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2018. Read SEC document |
| May 18, 2021 Filed May 18, 2021 21:05 UTC |
DUBINSKY JASONChief Financial Officer
|
GrantCommon Stock | 507 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000127 · edgar.xml · nonDerivative · entry 3 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,948 F3 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year perfomance period ending May 14, 2021 in excess of target under the terms of a market stock unit grant on May 15, 2018. Read SEC document |
| May 18, 2021 Filed May 18, 2021 21:05 UTC |
DUBINSKY JASONChief Financial Officer
|
Exercise / conversionCommon Stock | 1,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000127 · edgar.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,441 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. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2018. Read SEC document |
| May 18, 2021 Filed May 18, 2021 20:45 UTC |
Dunn Daniel JosephChief Revenue Officer
|
Exercise / conversionMarket Stock Units · Derivative | 676 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001289419-21-000121 · edgar.xml · derivative · entry 6 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 676 shares Expires 2021-05-18 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. F2 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2018. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2018. F2 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2018. Read SEC document |
| May 18, 2021 Filed May 18, 2021 20:45 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantCommon Stock | 338 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000121 · edgar.xml · nonDerivative · entry 3 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,910 F3 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year perfomance period ending May 14, 2021 in excess of target under the terms of a market stock unit grant on May 15, 2018. Read SEC document |
| May 18, 2021 Filed May 18, 2021 20:45 UTC |
Dunn Daniel JosephChief Revenue Officer
|
Exercise / conversionCommon Stock | 676 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000121 · edgar.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,572 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. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2018. Read SEC document |
| May 18, 2021 Filed May 19, 2021 01:01 UTC |
Kapoor KunalCEO
|
Exercise / conversionMarket Stock Units · Derivative | 6,011 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001289419-21-000125 · edgar.xml · derivative · entry 8 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,011 Underlying: Common Stock · 6,011 shares Expires 2021-05-18 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. F3 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2018. F3 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2018. F3 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2018. Read SEC document |
| May 18, 2021 Filed May 19, 2021 01:01 UTC |
Kapoor KunalCEO
|
GrantCommon Stock | 507 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000125 · edgar.xml · nonDerivative · entry 4 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,756 F4 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year perfomance period ending May 14, 2021 in excess of target under the terms of a market stock unit grant on May 15, 2018. Read SEC document |
| May 18, 2021 Filed May 19, 2021 01:01 UTC |
Kapoor KunalCEO
|
Exercise / conversionCommon Stock | 6,011 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000125 · edgar.xml · nonDerivative · entry 3 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,751 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. F3 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2018. Read SEC document |
| May 18, 2021 Filed May 19, 2021 00:51 UTC |
Desmond BevinHead of Talent and Culture
|
Exercise / conversionMarket Stock Units · Derivative | 901 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001289419-21-000123 · edgar.xml · derivative · entry 7 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 901 shares Expires 2021-05-18 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. F2 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2018. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2018. F2 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2018. Read SEC document |
| May 18, 2021 Filed May 19, 2021 19:33 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 275 | $242.16 | $66,594.96 |
DisclosureSEC source: 0001289419-21-000129 · 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: 18,691,836 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 $242.05 to $242.45. 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 |
| May 18, 2021 Filed May 26, 2021 21:03 UTC Amendment |
Desmond BevinHead of Talent and Culture
|
GrantCommon Stock | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000137 · edgar.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,266 F1 · date: Due to adminstrative error, this Form 4 is being amended to correct the transaction date to May 18, 2021. F4 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year perfomance period ending May 14, 2021 in excess of target under the terms of a market stock unit grant on May 15, 2018. Read SEC document |
| May 18, 2021 Filed May 26, 2021 21:03 UTC Amendment |
Desmond BevinHead of Talent and Culture
|
Exercise / conversionCommon Stock | 901 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000137 · edgar.xml · nonDerivative · entry 1 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,816 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 · date: Due to adminstrative error, this Form 4 is being amended to correct the transaction date to May 18, 2021. F3 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2018. Read SEC document |
| May 18, 2021 Filed Aug 9, 2021 20:50 UTC Amendment |
Kapoor KunalDirector · CEO
|
Exercise / conversionMarket Stock Units · Derivative | 6,011 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001289419-21-000196 · edgar.xml · derivative · entry 8 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,011 Underlying: Common Stock · 6,011 shares Expires 2021-05-18 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. F4 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2018. F4 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2018. F4 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2018. Read SEC document |
| May 18, 2021 Filed Aug 9, 2021 20:50 UTC Amendment |
Kapoor KunalDirector · CEO
|
GrantCommon Stock | 3,005 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000196 · edgar.xml · nonDerivative · entry 4 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,729 F5 · shares: Due to adminstrative error, this Form 4 is being amended to correct the amount of additional shares earned from 507 to 3005. F6 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year perfomance period ending May 14, 2021 in excess of target under the terms of a market stock unit grant on May 15, 2018. Read SEC document |
| May 18, 2021 Filed Aug 9, 2021 20:50 UTC Amendment |
Kapoor KunalDirector · CEO
|
Exercise / conversionCommon Stock | 6,011 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000196 · edgar.xml · nonDerivative · entry 3 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 108,724 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. F4 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2018. Read SEC document |
| May 17, 2021 Filed May 19, 2021 19:50 UTC |
Diamonte RobinDirector
|
SaleCommon Stock | 250 | $242.91 | $60,727.50 |
DisclosureSEC source: 0001289419-21-000131 · edgar.xml · nonDerivative · entry 1 Diamonte Robin · CIK 0001660012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,389 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 February 25, 2021. Read SEC document |
| May 15, 2021 Filed May 19, 2021 00:15 UTC |
JOYNT STEPHENDirector
|
GrantCommon Stock (Restricted Stock Units) | 612 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000118 · edgar.xml · nonDerivative · entry 1 JOYNT STEPHEN · CIK 0001112639 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,332 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2022. Read SEC document |
| May 15, 2021 Filed May 18, 2021 21:05 UTC |
DUBINSKY JASONChief Financial Officer
|
GrantMarket Stock Units · Derivative | 1,129 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000127 · edgar.xml · derivative · entry 5 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,129 Underlying: Common Stock · 1,129 shares Expires 2024-05-15 F4 · 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 May 14, 2024. F4 · 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 May 14, 2024. Read SEC document |
| May 15, 2021 Filed May 18, 2021 21:05 UTC |
DUBINSKY JASONChief Financial Officer
|
Tax withholdingCommon Stock | 1,457 | $245.02 | $356,994.14 |
DisclosureSEC source: 0001289419-21-000127 · edgar.xml · nonDerivative · entry 4 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,491 Read SEC document |
| May 15, 2021 Filed May 18, 2021 21:05 UTC |
DUBINSKY JASONChief Financial Officer
|
GrantCommon Stock (Restricted Stock Units) | 1,881 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000127 · edgar.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,427 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2022. Read SEC document |
| May 15, 2021 Filed May 18, 2021 20:45 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantMarket Stock Units · Derivative | 635 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000121 · edgar.xml · derivative · entry 5 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 635 Underlying: Common Stock · 635 shares Expires 2024-05-15 F4 · 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 May 14, 2024. F4 · 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 May 14, 2024. Read SEC document |
| May 15, 2021 Filed May 18, 2021 20:45 UTC |
Dunn Daniel JosephChief Revenue Officer
|
Tax withholdingCommon Stock | 802 | $245.02 | $196,506.04 |
DisclosureSEC source: 0001289419-21-000121 · edgar.xml · nonDerivative · entry 4 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,108 Read SEC document |
| May 15, 2021 Filed May 18, 2021 20:45 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantCommon Stock (Restricted Stock Units) | 1,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000121 · edgar.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,896 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2022. Read SEC document |
| May 15, 2021 Filed May 19, 2021 01:01 UTC |
Kapoor KunalCEO
|
GrantMarket Stock Units · Derivative | 2,824 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000125 · edgar.xml · derivative · entry 7 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,824 Underlying: Common Stock · 2,824 shares Expires 2024-05-15 F5 · 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 May 14, 2024. F5 · 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 May 14, 2024. Read SEC document |
| May 15, 2021 Filed May 19, 2021 01:01 UTC |
Kapoor KunalCEO
|
GrantMarket Stock Units · Derivative | 2,824 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000125 · edgar.xml · derivative · entry 6 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,824 Underlying: Common Stock · 2,824 shares Expires 2024-05-15 F5 · 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 May 14, 2024. F5 · 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 May 14, 2024. Read SEC document |
| May 15, 2021 Filed May 19, 2021 01:01 UTC |
Kapoor KunalCEO
|
Tax withholdingCommon Stock | 8,926 | $245.02 | $2,187,048.52 |
DisclosureSEC source: 0001289419-21-000125 · edgar.xml · nonDerivative · entry 5 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,830 Read SEC document |
| May 15, 2021 Filed May 19, 2021 01:01 UTC |
Kapoor KunalCEO
|
GrantCommon Stock (Restricted Stock Units) | 947 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000125 · edgar.xml · nonDerivative · entry 2 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,740 F2 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units fully vest on May 15, 2023. Read SEC document |
| May 15, 2021 Filed May 19, 2021 01:01 UTC |
Kapoor KunalCEO
|
GrantCommon Stock (Restricted Stock Units) | 4,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000125 · edgar.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,793 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2022. Read SEC document |
| May 15, 2021 Filed May 18, 2021 23:57 UTC |
Lyons William MDirector
|
GrantCommon Stock (Restricted Stock Units) | 612 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000112 · edgar.xml · nonDerivative · entry 1 Lyons William M · CIK 0001411724 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,654 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2022. F2 · balance_after: Due to administrative error, this total is adjusted to correct an understatement of 6 shares. Read SEC document |
| May 15, 2021 Filed May 19, 2021 00:51 UTC |
Desmond BevinHead of Talent and Culture
|
GrantMarket Stock Units · Derivative | 706 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000123 · edgar.xml · derivative · entry 6 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 706 Underlying: Common Stock · 706 shares Expires 2024-05-15 F4 · 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 May 14, 2024. F4 · 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 May 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.