Last 12 months
Inside the activity.
1 purchase rows · 259 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 49 |
| Dec 2025 | 0 | 1 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 70 |
| Mar 2026 | 1 | 1 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 72 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 66 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 17, 2020 Filed Dec 21, 2020 20:58 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 363 | $219.30 | $79,606.23 |
DisclosureSEC source: 0001289419-20-000283 · 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: 19,288,362 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 $219.18 to $219.39. 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 |
| December 17, 2020 Filed Dec 21, 2020 20:58 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,704 | $218.63 | $809,814.04 |
DisclosureSEC source: 0001289419-20-000283 · 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: 19,288,725 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 $218.18 to $219.15. 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 |
| December 17, 2020 Filed Dec 21, 2020 20:58 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 5,074 | $217.53 | $1,103,736.56 |
DisclosureSEC source: 0001289419-20-000283 · 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: 19,292,429 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 $217.12 to $218.04. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 17, 2020 Filed Dec 21, 2020 20:58 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,184 | $216.83 | $473,563.71 |
DisclosureSEC source: 0001289419-20-000283 · 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: 19,297,503 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 $216.1550 to $217.1150. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 17, 2020 Filed Dec 21, 2020 20:58 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,923 | $214.57 | $412,627.53 |
DisclosureSEC source: 0001289419-20-000283 · 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: 19,299,687 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 $212.59 to $215.67. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 16, 2020 Filed Dec 17, 2020 19:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 235 | $213.32 | $50,129.71 |
DisclosureSEC source: 0001289419-20-000281 · 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: 19,301,610 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 5, 2019. F9 · price: The transaction was executed in multiple trades at prices ranging from $213.18 to $213.38. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 16, 2020 Filed Dec 17, 2020 19:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,559 | $212.63 | $756,744.12 |
DisclosureSEC source: 0001289419-20-000281 · 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: 19,301,845 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 $212.18 to $213.17. 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 |
| December 16, 2020 Filed Dec 17, 2020 19:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 5,040 | $211.46 | $1,065,741.77 |
DisclosureSEC source: 0001289419-20-000281 · 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: 19,305,404 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 $210.92 to $211.8650. 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. Read SEC document |
| December 16, 2020 Filed Dec 17, 2020 19:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,322 | $210.20 | $277,889.03 |
DisclosureSEC source: 0001289419-20-000281 · 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: 19,310,444 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 $209.8550 to $210.6650. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 16, 2020 Filed Dec 17, 2020 19:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 351 | $209.27 | $73,454.37 |
DisclosureSEC source: 0001289419-20-000281 · 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: 19,311,766 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 $208.58 to $209.5750. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 15, 2020 Filed Dec 17, 2020 19:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 129 | $209.31 | $27,001.16 |
DisclosureSEC source: 0001289419-20-000281 · 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: 19,312,117 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 5, 2019. F4 · price: The transaction was executed in multiple trades at prices ranging from $209.22 to $209.64. 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 |
| December 15, 2020 Filed Dec 17, 2020 19:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 7,835 | $208.57 | $1,634,127.15 |
DisclosureSEC source: 0001289419-20-000281 · 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: 19,312,246 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 $208.19 to $209.10. 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 |
| December 15, 2020 Filed Dec 17, 2020 19:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,626 | $207.77 | $753,362.78 |
DisclosureSEC source: 0001289419-20-000281 · 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: 19,320,081 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 $207.19 to $208.18. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 15, 2020 Filed Feb 1, 2021 20:25 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
GiftCommon Stock | 56,250 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000008 · 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: 19,156,880 Read SEC document |
| December 14, 2020 Filed Dec 15, 2020 18:32 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,162 | $210.59 | $876,487.23 |
DisclosureSEC source: 0001289419-20-000279 · 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: 19,323,707 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 $210.38 to $210.92. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 14, 2020 Filed Dec 15, 2020 18:32 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,303 | $209.87 | $903,074.05 |
DisclosureSEC source: 0001289419-20-000279 · 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: 19,327,869 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 $209.38 to $210.33. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 14, 2020 Filed Dec 15, 2020 18:32 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,223 | $208.79 | $881,728.62 |
DisclosureSEC source: 0001289419-20-000279 · 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: 19,332,172 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 $208.33 to $209.29. 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 |
| December 14, 2020 Filed Dec 15, 2020 18:32 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 671 | $207.56 | $139,274.37 |
DisclosureSEC source: 0001289419-20-000279 · 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: 19,336,395 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 $206.98 to $207.87. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 14, 2020 Filed Dec 15, 2020 18:32 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 218 | $206.32 | $44,977.30 |
DisclosureSEC source: 0001289419-20-000279 · 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: 19,337,066 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 $205.86 to $206.6650. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 18:32 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,972 | $205.61 | $611,070.84 |
DisclosureSEC source: 0001289419-20-000279 · 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: 19,337,284 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 $205.31 to $206.2150. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 18:32 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 8,879 | $204.83 | $1,818,705.10 |
DisclosureSEC source: 0001289419-20-000279 · 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: 19,340,256 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 $204.31 to $205.30. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 11, 2020 Filed Dec 15, 2020 18:32 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 5,387 | $203.65 | $1,097,036.15 |
DisclosureSEC source: 0001289419-20-000279 · 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: 19,349,135 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 $203.31 to $204.30. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 10, 2020 Filed Dec 11, 2020 18:34 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,397 | $203.93 | $896,678.45 |
DisclosureSEC source: 0001289419-20-000277 · 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: 19,354,522 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 $203.69 to $204.35. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 10, 2020 Filed Dec 11, 2020 18:34 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 7,849 | $203.20 | $1,594,879.12 |
DisclosureSEC source: 0001289419-20-000277 · 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: 19,358,919 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 $202.6750 to $203.67. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 10, 2020 Filed Dec 11, 2020 18:34 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,606 | $202.21 | $526,966.30 |
DisclosureSEC source: 0001289419-20-000277 · 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: 19,366,768 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 $201.65 to $202.62. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 18:34 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,309 | $202.68 | $467,977.04 |
DisclosureSEC source: 0001289419-20-000277 · 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: 19,369,374 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 $202.46 to $203.18. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 09, 2020 Filed Dec 11, 2020 18:34 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 10,202 | $202.11 | $2,061,974.17 |
DisclosureSEC source: 0001289419-20-000277 · 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: 19,371,683 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 5, 2019. F3 · price: The transaction was executed in multiple trades at prices ranging from $201.4550 to $202.45. 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 |
| December 09, 2020 Filed Dec 11, 2020 18:34 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,393 | $201.09 | $280,114.61 |
DisclosureSEC source: 0001289419-20-000277 · 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: 19,381,885 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 $200.4250 to $201.39. 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 |
| December 08, 2020 Filed Dec 10, 2020 00:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 855 | $201.76 | $172,507.02 |
DisclosureSEC source: 0001289419-20-000275 · 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: 19,383,278 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 $201.68 to $201.86. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 08, 2020 Filed Dec 10, 2020 00:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,957 | $201.44 | $998,539.07 |
DisclosureSEC source: 0001289419-20-000275 · 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: 19,384,133 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 $200.67 to $201.66. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 08, 2020 Filed Dec 10, 2020 00:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,969 | $199.95 | $793,604.33 |
DisclosureSEC source: 0001289419-20-000275 · 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: 19,389,090 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 5, 2019. F6 · price: The transaction was executed in multiple trades at prices ranging from $199.62 to $200.5450. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 07, 2020 Filed Dec 10, 2020 00:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 52 | $204.93 | $10,656.36 |
DisclosureSEC source: 0001289419-20-000275 · 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: 19,393,059 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 |
| December 07, 2020 Filed Dec 10, 2020 00:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 565 | $204.03 | $115,276.10 |
DisclosureSEC source: 0001289419-20-000275 · 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: 19,393,111 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 $203.81 to $204.71. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 07, 2020 Filed Dec 10, 2020 00:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,295 | $202.63 | $262,403.65 |
DisclosureSEC source: 0001289419-20-000275 · 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: 19,393,676 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 5, 2019. F4 · price: The transaction was executed in multiple trades at prices ranging from $202.36 to $203.30. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 07, 2020 Filed Dec 10, 2020 00:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,021 | $201.82 | $811,518.62 |
DisclosureSEC source: 0001289419-20-000275 · 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: 19,394,971 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 $201.36 to $202.3550. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 07, 2020 Filed Dec 10, 2020 00:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 14,592 | $200.93 | $2,931,947.21 |
DisclosureSEC source: 0001289419-20-000275 · 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: 19,398,992 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 $200.36 to $201.3550. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 07, 2020 Filed Dec 10, 2020 00:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
GiftCommon Stock | 5,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000275 · 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: 19,413,584 Read SEC document |
| December 07, 2020 Filed Feb 1, 2021 17:54 UTC Amendment |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
GiftCommon Stock | 5,100 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000004 · 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: 19,413,784 F2 · shares: This Form 4 is being amended to reflect a gift of 5,100 shares that were incorrectly reported on December 4, 2020. This gift took place on December 7, 2020. Read SEC document |
| December 04, 2020 Filed Dec 7, 2020 19:59 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 31 | $203.21 | $6,299.51 |
DisclosureSEC source: 0001289419-20-000273 · 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: 19,475,084 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 |
| December 04, 2020 Filed Dec 7, 2020 19:59 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,926 | $202.31 | $794,275.73 |
DisclosureSEC source: 0001289419-20-000273 · 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: 19,475,115 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. F5 · price: The transaction was executed in multiple trades at prices ranging from $201.92 to $202.78. 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 |
| December 04, 2020 Filed Dec 7, 2020 19:59 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 5,002 | $201.63 | $1,008,546.76 |
DisclosureSEC source: 0001289419-20-000273 · 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: 19,479,041 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 5, 2019. F4 · price: The transaction was executed in multiple trades at prices ranging from $200.90 to $201.89. 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 |
| December 04, 2020 Filed Dec 10, 2020 00:20 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
GiftCommon Stock | 56,300 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000275 · 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: 19,418,784 Read SEC document |
| December 04, 2020 Filed Feb 1, 2021 17:54 UTC Amendment |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
GiftCommon Stock | 56,200 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000004 · 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: 19,418,884 F1 · shares: This Form 4 is being amended to correct an overstatement in the number of shares gifted by the reporting person on December 4, 2020. Only 56,200 shares were transferred as gifts on that day. Read SEC document |
| December 03, 2020 Filed Dec 7, 2020 19:59 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2 | $203.90 | $407.80 |
DisclosureSEC source: 0001289419-20-000273 · 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: 19,484,043 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 |
| December 03, 2020 Filed Dec 7, 2020 19:59 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 215 | $202.39 | $43,513.21 |
DisclosureSEC source: 0001289419-20-000273 · 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: 19,484,045 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. F3 · price: The transaction was executed in multiple trades at prices ranging from $202.08 to $202.72. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 03, 2020 Filed Dec 7, 2020 19:59 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,504 | $201.38 | $302,882.14 |
DisclosureSEC source: 0001289419-20-000273 · 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: 19,484,260 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 $201.04 to $201.62. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 02, 2020 Filed Dec 3, 2020 22:04 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 63 | $203.51 | $12,821.13 |
DisclosureSEC source: 0001289419-20-000269 · 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: 19,485,764 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 |
| December 02, 2020 Filed Dec 3, 2020 22:04 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 8,798 | $202.58 | $1,782,255.73 |
DisclosureSEC source: 0001289419-20-000269 · 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: 19,485,827 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 $202.34 to $203.12. 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 |
| December 02, 2020 Filed Dec 4, 2020 16:55 UTC |
Lyons William MDirector
|
Exercise / conversionStock Option (Right to Buy) · Derivative | 1,158 | $0.00 Strike: $57.28 | $0.00 |
DisclosureSEC source: 0001289419-20-000271 · edgar.xml · derivative · entry 3 Lyons William M · CIK 0001411724 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,158 Underlying: Common Stock · 1,158 shares Expires 2021-05-15 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_date: The options became exercisable in three equal installments beginning May 15, 2012. Read SEC document |
| December 02, 2020 Filed Dec 4, 2020 16:55 UTC |
Lyons William MDirector
|
SaleCommon Stock | 1,158 | $202.33 | $234,298.14 |
DisclosureSEC source: 0001289419-20-000271 · edgar.xml · nonDerivative · entry 2 Lyons William M · CIK 0001411724 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,036 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 August 19, 2020. 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.