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 |
|---|---|---|---|---|---|---|
| April 23, 2021 Filed Apr 27, 2021 18:55 UTC |
Desmond BevinHead of Talent and Culture
|
SaleCommon Stock | 900 | $244.51 | $220,058.73 |
DisclosureSEC source: 0001289419-21-000075 · edgar.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,426 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 $244.07 to $244.97. 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 |
| April 23, 2021 Filed Apr 27, 2021 18:55 UTC |
Desmond BevinHead of Talent and Culture
|
SaleCommon Stock | 300 | $243.48 | $73,044.00 |
DisclosureSEC source: 0001289419-21-000075 · edgar.xml · nonDerivative · entry 1 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,326 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 20, 2020. F2 · price: The transaction was executed in multiple trades at prices ranging from $243.00 to $243.72. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| April 05, 2021 Filed Apr 6, 2021 20:10 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,216 | $238.03 | $289,444.60 |
DisclosureSEC source: 0001289419-21-000073 · 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: 18,756,880 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 5, 2019. F7 · price: The transaction was executed in multiple trades at prices ranging from $237.77 to $238.44. 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 |
| April 05, 2021 Filed Apr 6, 2021 20:10 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 5,392 | $237.29 | $1,279,457.97 |
DisclosureSEC source: 0001289419-21-000073 · 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: 18,758,096 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 5, 2019. F6 · price: The transaction was executed in multiple trades at prices ranging from $236.74 to $237.70. 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 |
| April 05, 2021 Filed Apr 6, 2021 20:10 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,313 | $236.25 | $782,706.85 |
DisclosureSEC source: 0001289419-21-000073 · 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: 18,763,488 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 5, 2019. F5 · price: The transaction was executed in multiple trades at prices ranging from $235.68 to $236.6550. 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 |
| April 05, 2021 Filed Apr 6, 2021 20:10 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,090 | $235.14 | $256,298.46 |
DisclosureSEC source: 0001289419-21-000073 · 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: 18,766,801 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 5, 2019. F4 · price: The transaction was executed in multiple trades at prices ranging from $234.68 to $235.61. 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 |
| April 05, 2021 Filed Apr 6, 2021 20:10 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 411 | $233.91 | $96,137.17 |
DisclosureSEC source: 0001289419-21-000073 · 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: 18,767,891 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 5, 2019. F3 · price: The transaction was executed in multiple trades at prices ranging from $233.42 to $234.25. 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 |
| April 05, 2021 Filed Apr 6, 2021 20:10 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 604 | $232.60 | $140,489.80 |
DisclosureSEC source: 0001289419-21-000073 · 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: 18,768,302 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 5, 2019. F2 · price: The transaction was executed in multiple trades at prices ranging from $232.11 to $232.85. 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 |
| April 01, 2021 Filed Apr 2, 2021 16:18 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,912 | $232.89 | $445,284.92 |
DisclosureSEC source: 0001289419-21-000071 · edgar.xml · nonDerivative · entry 11 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,768,906 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 5, 2019. F11 · price: The transaction was executed in multiple trades at prices ranging from $232.70 to $233.31. 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 |
| April 01, 2021 Filed Apr 2, 2021 16:18 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 6,018 | $232.41 | $1,398,649.40 |
DisclosureSEC source: 0001289419-21-000071 · 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: 18,770,818 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 5, 2019. F10 · price: The transaction was executed in multiple trades at prices ranging from $231.70 to $232.6950. 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 |
| April 01, 2021 Filed Apr 2, 2021 16:18 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,267 | $230.90 | $292,548.78 |
DisclosureSEC source: 0001289419-21-000071 · 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: 18,776,836 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 5, 2019. F9 · price: The transaction was executed in multiple trades at prices ranging from $230.49 to $231.45. 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 |
| April 01, 2021 Filed Apr 2, 2021 16:18 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 311 | $229.37 | $71,333.76 |
DisclosureSEC source: 0001289419-21-000071 · 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: 18,778,103 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 5, 2019. F8 · price: The transaction was executed in multiple trades at prices ranging from $229.08 to $230.21. 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 |
| April 01, 2021 Filed Apr 2, 2021 16:18 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,558 | $228.67 | $356,260.85 |
DisclosureSEC source: 0001289419-21-000071 · 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: 18,778,414 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 5, 2019. F7 · price: The transaction was executed in multiple trades at prices ranging from $228.07 to $229.0050. 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 |
| April 01, 2021 Filed Apr 2, 2021 16:18 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 117 | $226.99 | $26,557.83 |
DisclosureSEC source: 0001289419-21-000071 · 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: 18,779,972 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 5, 2019. Read SEC document |
| April 01, 2021 Filed Apr 2, 2021 16:18 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 544 | $225.97 | $122,928.77 |
DisclosureSEC source: 0001289419-21-000071 · 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: 18,780,089 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 5, 2019. F6 · price: The transaction was executed in multiple trades at prices ranging from $225.82 to $226.05. 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 |
| April 01, 2021 Filed Apr 2, 2021 16:18 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 326 | $225.24 | $73,429.02 |
DisclosureSEC source: 0001289419-21-000071 · 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: 18,780,633 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 5, 2019. F5 · price: The transaction was executed in multiple trades at prices ranging from $224.77 to $225.55. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 31, 2021 Filed Apr 2, 2021 16:18 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 917 | $228.62 | $209,640.23 |
DisclosureSEC source: 0001289419-21-000071 · 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: 18,780,959 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 5, 2019. F4 · price: The transaction was executed in multiple trades at prices ranging from $228.43 to $229.0150. 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 |
| March 31, 2021 Filed Apr 2, 2021 16:18 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,266 | $227.66 | $743,542.79 |
DisclosureSEC source: 0001289419-21-000071 · 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: 18,781,876 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 5, 2019. F3 · price: The transaction was executed in multiple trades at prices ranging from $227.36 to $228.29. 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 |
| March 31, 2021 Filed Apr 2, 2021 16:18 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,950 | $226.75 | $895,651.44 |
DisclosureSEC source: 0001289419-21-000071 · 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: 18,785,142 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 5, 2019. F2 · price: The transaction was executed in multiple trades at prices ranging from $226.30 to $227.17. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 30, 2021 Filed Mar 31, 2021 21:55 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 800 | $227.67 | $182,138.40 |
DisclosureSEC source: 0001289419-21-000069 · 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: 18,789,092 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 5, 2019. F6 · price: The transaction was executed in multiple trades at prices ranging from $227.58 to $228.10. 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 |
| March 30, 2021 Filed Mar 31, 2021 21:55 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 5,200 | $226.90 | $1,179,873.76 |
DisclosureSEC source: 0001289419-21-000069 · 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: 18,789,892 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 5, 2019. F5 · price: The transaction was executed in multiple trades at prices ranging from $226.34 to $227.15. 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 |
| March 30, 2021 Filed Mar 31, 2021 21:55 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,724 | $225.89 | $615,336.07 |
DisclosureSEC source: 0001289419-21-000069 · 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: 18,795,092 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 5, 2019. F4 · price: The transaction was executed in multiple trades at prices ranging from $225.26 to $226.2250. 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 |
| March 29, 2021 Filed Mar 31, 2021 21:55 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 571 | $226.67 | $129,428.46 |
DisclosureSEC source: 0001289419-21-000069 · 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: 18,797,816 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 5, 2019. F3 · price: The transaction was executed in multiple trades at prices ranging from $226.4050 to $227.26. 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 |
| March 29, 2021 Filed Mar 31, 2021 21:55 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 7,578 | $225.95 | $1,712,283.96 |
DisclosureSEC source: 0001289419-21-000069 · 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: 18,798,387 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 5, 2019. F2 · price: The transaction was executed in multiple trades at prices ranging from $225.40 to $226.39. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 26, 2021 Filed Mar 29, 2021 18:05 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 150 | $227.03 | $34,054.95 |
DisclosureSEC source: 0001289419-21-000067 · 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: 18,805,965 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 5, 2019. F5 · price: The transaction was executed in multiple trades at prices ranging from $226.69 to $227.29. 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 |
| March 26, 2021 Filed Mar 29, 2021 18:05 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,796 | $226.08 | $858,183.36 |
DisclosureSEC source: 0001289419-21-000067 · 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: 18,806,115 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 5, 2019. F4 · price: The transaction was executed in multiple trades at prices ranging from $225.69 to $226.50. 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 |
| March 26, 2021 Filed Mar 29, 2021 18:05 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 6,743 | $225.17 | $1,518,324.01 |
DisclosureSEC source: 0001289419-21-000067 · 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: 18,809,911 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 5, 2019. F3 · price: The transaction was executed in multiple trades at prices ranging from $224.69 to $225.68. 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 |
| March 26, 2021 Filed Mar 29, 2021 18:05 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 931 | $224.26 | $208,789.23 |
DisclosureSEC source: 0001289419-21-000067 · 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: 18,816,654 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 5, 2019. F2 · price: The transaction was executed in multiple trades at prices ranging from $223.69 to $224.68. 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 |
| March 25, 2021 Filed Mar 29, 2021 18:05 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 132 | $225.40 | $29,752.80 |
DisclosureSEC source: 0001289419-21-000067 · 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: 18,817,585 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 5, 2019. Read SEC document |
| March 24, 2021 Filed Mar 25, 2021 20:10 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 151 | $233.47 | $35,253.97 |
DisclosureSEC source: 0001289419-21-000060 · 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: 18,817,717 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 5, 2019. Read SEC document |
| March 24, 2021 Filed Mar 25, 2021 20:10 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 104 | $232.32 | $24,161.68 |
DisclosureSEC source: 0001289419-21-000060 · 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: 18,817,868 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 5, 2019. F6 · price: The transaction was executed in multiple trades at prices ranging from $232.12 to $232.52. 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 |
| March 23, 2021 Filed Mar 25, 2021 22:10 UTC |
Desmond BevinHead of Talent and Culture
|
SaleCommon Stock | 825 | $232.95 | $192,186.06 |
DisclosureSEC source: 0001289419-21-000065 · edgar.xml · nonDerivative · entry 5 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,626 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. F6 · price: The transaction was executed in multiple trades at prices ranging from $232.69 to $233.46. 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 |
| March 23, 2021 Filed Mar 25, 2021 22:10 UTC |
Desmond BevinHead of Talent and Culture
|
SaleCommon Stock | 1,173 | $232.10 | $272,255.29 |
DisclosureSEC source: 0001289419-21-000065 · edgar.xml · nonDerivative · entry 4 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,451 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. F5 · price: The transaction was executed in multiple trades at prices ranging from $231.64 to $232.39. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 22:10 UTC |
Desmond BevinHead of Talent and Culture
|
SaleCommon Stock | 302 | $230.72 | $69,677.68 |
DisclosureSEC source: 0001289419-21-000065 · edgar.xml · nonDerivative · entry 3 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,624 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. F4 · price: The transaction was executed in multiple trades at prices ranging from $230.38 to $231.34. 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 |
| March 23, 2021 Filed Mar 25, 2021 22:10 UTC |
Desmond BevinHead of Talent and Culture
|
SaleCommon Stock | 200 | $228.66 | $45,731.00 |
DisclosureSEC source: 0001289419-21-000065 · edgar.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,926 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 $228.64 to $228.67. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 22:10 UTC |
Desmond BevinHead of Talent and Culture
|
SaleCommon Stock | 500 | $227.83 | $113,914.10 |
DisclosureSEC source: 0001289419-21-000065 · edgar.xml · nonDerivative · entry 1 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,126 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 $227.50 to $228.46. 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 |
| March 23, 2021 Filed Mar 25, 2021 20:10 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,147 | $233.13 | $500,530.11 |
DisclosureSEC source: 0001289419-21-000060 · 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: 18,817,972 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 5, 2019. F5 · price: The transaction was executed in multiple trades at prices ranging from $232.89 to $233.55. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 23, 2021 Filed Mar 25, 2021 20:10 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 7,413 | $232.19 | $1,721,235.59 |
DisclosureSEC source: 0001289419-21-000060 · 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: 18,820,119 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 5, 2019. F4 · price: The transaction was executed in multiple trades at prices ranging from $231.86 to $232.85. 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 |
| March 23, 2021 Filed Mar 25, 2021 20:10 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 795 | $231.35 | $183,923.57 |
DisclosureSEC source: 0001289419-21-000060 · 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: 18,827,532 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 5, 2019. F3 · price: The transaction was executed in multiple trades at prices ranging from $230.84 to $231.77. 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 |
| March 23, 2021 Filed Mar 25, 2021 20:10 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,353 | $230.24 | $311,516.34 |
DisclosureSEC source: 0001289419-21-000060 · 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: 18,828,327 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 5, 2019. F2 · price: The transaction was executed in multiple trades at prices ranging from $229.79 to $230.65. 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 |
| March 22, 2021 Filed Mar 23, 2021 19:00 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 260 | $236.45 | $61,477.00 |
DisclosureSEC source: 0001289419-21-000057 · 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: 18,829,680 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 5, 2019. Read SEC document |
| March 19, 2021 Filed Mar 23, 2021 19:00 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,105 | $238.97 | $503,036.69 |
DisclosureSEC source: 0001289419-21-000057 · 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: 18,829,940 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 5, 2019. F5 · price: The transaction was executed in multiple trades at prices ranging from $238.85 to $239.31. 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 |
| March 19, 2021 Filed Mar 23, 2021 19:00 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 5,645 | $238.29 | $1,345,160.03 |
DisclosureSEC source: 0001289419-21-000057 · 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: 18,832,045 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 5, 2019. F4 · price: The transaction was executed in multiple trades at prices ranging from $237.84 to $238.74. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 19, 2021 Filed Mar 23, 2021 19:00 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 5,913 | $237.38 | $1,403,613.16 |
DisclosureSEC source: 0001289419-21-000057 · 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: 18,837,690 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 5, 2019. F3 · price: The transaction was executed in multiple trades at prices ranging from $236.84 to $237.81. 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 |
| March 19, 2021 Filed Mar 23, 2021 19:00 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,342 | $236.38 | $553,599.15 |
DisclosureSEC source: 0001289419-21-000057 · 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: 18,843,603 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 5, 2019. F2 · price: The transaction was executed in multiple trades at prices ranging from $235.71 to $236.66. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| March 18, 2021 Filed Mar 19, 2021 15:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,935 | $240.93 | $466,201.29 |
DisclosureSEC source: 0001289419-21-000055 · 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: 18,845,945 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 5, 2019. F4 · price: The transaction was executed in multiple trades at prices ranging from $240.55 to $241.44. 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 |
| March 17, 2021 Filed Mar 19, 2021 15:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 5,317 | $241.63 | $1,284,756.28 |
DisclosureSEC source: 0001289419-21-000055 · 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: 18,847,880 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 5, 2019. F3 · price: The transaction was executed in multiple trades at prices ranging from $241.45 to $242.31. 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 |
| March 17, 2021 Filed Mar 19, 2021 15:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 5,181 | $240.93 | $1,248,237.61 |
DisclosureSEC source: 0001289419-21-000055 · 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: 18,853,197 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 5, 2019. F2 · price: The transaction was executed in multiple trades at prices ranging from $240.38 to $241.36. 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 |
| March 16, 2021 Filed Mar 17, 2021 16:17 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 255 | $249.06 | $63,511.04 |
DisclosureSEC source: 0001289419-21-000053 · 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: 18,858,378 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 5, 2019. F10 · price: The transaction was executed in multiple trades at prices ranging from $248.95 to $249.15. 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 |
| March 16, 2021 Filed Mar 17, 2021 16:17 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 353 | $248.05 | $87,561.37 |
DisclosureSEC source: 0001289419-21-000053 · 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: 18,858,633 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 5, 2019. F9 · price: The transaction was executed in multiple trades at prices ranging from $247.81 to $248.51. 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.