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 02, 2020 Filed Dec 4, 2020 16:55 UTC |
Lyons William MDirector
|
Exercise / conversionCommon Stock | 1,158 | $57.28 | $66,330.24 |
DisclosureSEC source: 0001289419-20-000271 · edgar.xml · nonDerivative · entry 1 Lyons William M · CIK 0001411724 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,194 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. Read SEC document |
| December 01, 2020 Filed Dec 3, 2020 22:04 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,518 | $203.07 | $308,256.47 |
DisclosureSEC source: 0001289419-20-000269 · 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: 19,494,625 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 $202.63 to $203.3750. 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 01, 2020 Filed Dec 3, 2020 22:04 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 6,330 | $202.16 | $1,279,643.05 |
DisclosureSEC source: 0001289419-20-000269 · 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: 19,496,143 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 $201.62 to $202.61. 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 |
| December 01, 2020 Filed Dec 3, 2020 22:04 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,017 | $201.28 | $405,981.56 |
DisclosureSEC source: 0001289419-20-000269 · 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: 19,502,473 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 $200.58 to $201.57. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 30, 2020 Filed Dec 1, 2020 19:18 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,638 | $200.66 | $328,679.44 |
DisclosureSEC source: 0001289419-20-000265 · 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: 19,504,490 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 $200.43 to $201.00. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 30, 2020 Filed Dec 1, 2020 19:18 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 10,760 | $199.93 | $2,151,259.71 |
DisclosureSEC source: 0001289419-20-000265 · 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: 19,506,128 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 $199.43 to $200.3750. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 27, 2020 Filed Dec 1, 2020 19:18 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,776 | $199.36 | $354,070.46 |
DisclosureSEC source: 0001289419-20-000265 · 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: 19,516,888 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 $198.9550 to $200.37. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 27, 2020 Filed Dec 1, 2020 19:18 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,486 | $198.36 | $691,481.22 |
DisclosureSEC source: 0001289419-20-000265 · 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: 19,518,664 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 $197.88 to $198.87. 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 |
| November 27, 2020 Filed Dec 1, 2020 19:18 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,664 | $197.42 | $920,786.00 |
DisclosureSEC source: 0001289419-20-000265 · 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: 19,522,150 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 $196.87 to $197.86. 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 |
| November 25, 2020 Filed Nov 27, 2020 19:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 50 | $198.99 | $9,949.55 |
DisclosureSEC source: 0001289419-20-000263 · 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: 19,526,814 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 $198.89 to $199.45. 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 |
| November 25, 2020 Filed Nov 27, 2020 19:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 7,686 | $197.78 | $1,520,126.32 |
DisclosureSEC source: 0001289419-20-000263 · 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: 19,526,864 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 $197.65 to $198.64. 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 |
| November 24, 2020 Filed Nov 27, 2020 19:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,524 | $199.42 | $303,913.79 |
DisclosureSEC source: 0001289419-20-000263 · 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: 19,534,550 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 $199.20 to $199.81. 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 |
| November 24, 2020 Filed Nov 27, 2020 19:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 11,447 | $198.74 | $2,274,951.60 |
DisclosureSEC source: 0001289419-20-000263 · 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: 19,536,074 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 $198.1850 to $199.17. 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 |
| November 23, 2020 Filed Nov 25, 2020 00:42 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 141 | $202.26 | $28,519.25 |
DisclosureSEC source: 0001289419-20-000261 · 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: 19,547,521 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 $202.25 to $202.33. 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 |
| November 20, 2020 Filed Nov 25, 2020 00:42 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 40 | $204.58 | $8,183.20 |
DisclosureSEC source: 0001289419-20-000261 · 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: 19,547,662 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 |
| November 20, 2020 Filed Nov 25, 2020 00:42 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,246 | $203.89 | $457,944.80 |
DisclosureSEC source: 0001289419-20-000261 · 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: 19,547,702 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 $203.53 to $204.19. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 20, 2020 Filed Nov 25, 2020 00:42 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,935 | $202.86 | $1,001,104.23 |
DisclosureSEC source: 0001289419-20-000261 · 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: 19,549,948 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 $201.47 to $203.46. 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 |
| November 20, 2020 Filed Nov 25, 2020 00:42 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,667 | $200.81 | $334,756.10 |
DisclosureSEC source: 0001289419-20-000261 · 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: 19,554,883 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 $200.47 to $201.23. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 20, 2020 Filed Nov 25, 2020 00:42 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 6,205 | $200.08 | $1,241,487.71 |
DisclosureSEC source: 0001289419-20-000261 · 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: 19,556,550 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 $199.47 to $200.43. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 19, 2020 Filed Nov 20, 2020 18:30 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 5,405 | $199.87 | $1,080,308.16 |
DisclosureSEC source: 0001289419-20-000252 · edgar.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,562,755 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 $199.71 to $200.69. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 19, 2020 Filed Nov 20, 2020 18:30 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,096 | $199.27 | $616,926.92 |
DisclosureSEC source: 0001289419-20-000252 · edgar.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,568,160 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 $198.70 to $199.60. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 19, 2020 Filed Nov 20, 2020 18:30 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 675 | $198.30 | $133,851.15 |
DisclosureSEC source: 0001289419-20-000252 · edgar.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,571,256 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 $197.66 to $198.58. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 18, 2020 Filed Nov 20, 2020 18:30 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 277 | $203.87 | $56,471.19 |
DisclosureSEC source: 0001289419-20-000252 · edgar.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,571,931 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 $203.44 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 |
| November 17, 2020 Filed Nov 19, 2020 01:12 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 6,180 | $204.22 | $1,262,080.84 |
DisclosureSEC source: 0001289419-20-000250 · edgar.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,572,208 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 $204.08 to $204.86. 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 |
| November 16, 2020 Filed Nov 18, 2020 20:05 UTC |
DUBINSKY JASONChief Financial Officer
|
Exercise / conversionMarket Stock Units · Derivative | 1,426 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001289419-20-000247 · edgar.xml · derivative · entry 4 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,426 shares Expires 2020-11-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2017. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2017. F1 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2017. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 20:05 UTC |
DUBINSKY JASONChief Financial Officer
|
Tax withholdingCommon Stock | 833 | $206.21 | $171,772.93 |
DisclosureSEC source: 0001289419-20-000247 · edgar.xml · nonDerivative · entry 3 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,910 Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 20:05 UTC |
DUBINSKY JASONChief Financial Officer
|
GrantCommon Stock | 454 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000247 · edgar.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,743 F2 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year perfomance period ending November 14, 2020 in excess of target under the terms of a market stock unit grant on November 15, 2017. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 20:05 UTC |
DUBINSKY JASONChief Financial Officer
|
Exercise / conversionCommon Stock | 1,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000247 · edgar.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,289 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2017. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 20:06 UTC |
Dunn Daniel JosephChief Revenue Officer
|
Exercise / conversionMarket Stock Units · Derivative | 1,109 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001289419-20-000248 · edgar.xml · derivative · entry 4 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,109 shares Expires 2020-11-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2017. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2017. F1 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2017. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 20:06 UTC |
Dunn Daniel JosephChief Revenue Officer
|
Tax withholdingCommon Stock | 596 | $206.21 | $122,901.16 |
DisclosureSEC source: 0001289419-20-000248 · edgar.xml · nonDerivative · entry 3 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,717 Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 20:06 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantCommon Stock | 353 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000248 · edgar.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,313 F2 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2020 in excess of target under the terms of a market stock unit grant on November 15, 2017. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 20:06 UTC |
Dunn Daniel JosephChief Revenue Officer
|
Exercise / conversionCommon Stock | 1,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000248 · edgar.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,960 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2017. Read SEC document |
| November 16, 2020 Filed Nov 19, 2020 01:00 UTC |
Kapoor KunalDirector · CEO
|
Exercise / conversionMarket Stock Units · Derivative | 5,759 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001289419-20-000243 · edgar.xml · derivative · entry 4 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,759 shares Expires 2020-11-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2017. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2017. F1 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2017. Read SEC document |
| November 16, 2020 Filed Nov 19, 2020 01:00 UTC |
Kapoor KunalDirector · CEO
|
Tax withholdingCommon Stock | 3,366 | $206.21 | $694,102.86 |
DisclosureSEC source: 0001289419-20-000243 · edgar.xml · nonDerivative · entry 3 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 99,525 Read SEC document |
| November 16, 2020 Filed Nov 19, 2020 01:00 UTC |
Kapoor KunalDirector · CEO
|
GrantCommon Stock | 1,837 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000243 · edgar.xml · nonDerivative · entry 2 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 102,891 F2 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year perforrmance period ending November 14, 2020 in excess of target under the terms of a market stock unit grant on November 15, 2017. Read SEC document |
| November 16, 2020 Filed Nov 19, 2020 01:00 UTC |
Kapoor KunalDirector · CEO
|
Exercise / conversionCommon Stock | 5,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000243 · edgar.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 101,054 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2017. Read SEC document |
| November 16, 2020 Filed Nov 19, 2020 01:12 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 343 | $206.76 | $70,917.55 |
DisclosureSEC source: 0001289419-20-000250 · edgar.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,578,388 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 $206.34 to $207.13. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 16, 2020 Filed Nov 19, 2020 01:12 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,538 | $205.74 | $316,421.20 |
DisclosureSEC source: 0001289419-20-000250 · edgar.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,578,731 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 $205.21 to $206.18. 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 |
| November 16, 2020 Filed Nov 19, 2020 01:01 UTC |
Desmond BevinHead of Talent and Culture
|
Exercise / conversionMarket Stock Units · Derivative | 1,109 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001289419-20-000244 · edgar.xml · derivative · entry 5 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,109 shares Expires 2020-11-16 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2017. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2017. F1 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2017. Read SEC document |
| November 16, 2020 Filed Nov 19, 2020 01:01 UTC |
Desmond BevinHead of Talent and Culture
|
Tax withholdingCommon Stock | 648 | $206.21 | $133,624.08 |
DisclosureSEC source: 0001289419-20-000244 · edgar.xml · nonDerivative · entry 3 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,248 Read SEC document |
| November 16, 2020 Filed Nov 19, 2020 01:01 UTC |
Desmond BevinHead of Talent and Culture
|
GrantCommon Stock | 353 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000244 · edgar.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,896 F2 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2020 in excess of target under the terms of a market stock unit grant on November 15, 2017. Read SEC document |
| November 16, 2020 Filed Nov 19, 2020 01:01 UTC |
Desmond BevinHead of Talent and Culture
|
Exercise / conversionCommon Stock | 1,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000244 · edgar.xml · nonDerivative · entry 1 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,543 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2017. Read SEC document |
| November 16, 2020 Filed Nov 24, 2020 19:39 UTC Amendment |
DUBINSKY JASONChief Financial Officer
|
Tax withholdingCommon Stock | 948 | $206.21 | $195,487.08 |
DisclosureSEC source: 0001289419-20-000259 · edgar.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,054 F2 · shares: Due to adminstrative error, this Form 4 is being amended to correct the amount of shares withheld to satify tax withholding obligations from 833 to 948. Read SEC document |
| November 16, 2020 Filed Nov 24, 2020 19:39 UTC Amendment |
DUBINSKY JASONChief Financial Officer
|
GrantCommon Stock | 713 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000259 · edgar.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,002 F1 · shares: This Form 4 is being amended to reflect 259 shares of additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2020 in excess of target under the terms of a market stock unit grant of 1,426 market stock units on November 15, 2017. These shares were not reflected in the original Form 4 due to an administrative error. F1 · price: This Form 4 is being amended to reflect 259 shares of additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2020 in excess of target under the terms of a market stock unit grant of 1,426 market stock units on November 15, 2017. These shares were not reflected in the original Form 4 due to an administrative error. Read SEC document |
| November 16, 2020 Filed Nov 24, 2020 19:34 UTC Amendment |
Dunn Daniel JosephChief Revenue Officer
|
Tax withholdingCommon Stock | 685 | $206.21 | $141,253.85 |
DisclosureSEC source: 0001289419-20-000257 · edgar.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,829 F2 · shares: Due to adminstrative error, this Form 4 is being amended to correct the amount of shares withheld to satify tax withholding obligations from 596 to 685. Read SEC document |
| November 16, 2020 Filed Nov 24, 2020 19:34 UTC Amendment |
Dunn Daniel JosephChief Revenue Officer
|
GrantCommon Stock | 554 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000257 · edgar.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,514 F1 · shares: This Form 4 is being amended to reflect 201 shares of additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2020 in excess of target under the terms of a market stock unit grant of 1,109 market stock units on November 15, 2017. These shares were not reflected in the original Form 4 due to an administrative error. F1 · price: This Form 4 is being amended to reflect 201 shares of additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2020 in excess of target under the terms of a market stock unit grant of 1,109 market stock units on November 15, 2017. These shares were not reflected in the original Form 4 due to an administrative error. Read SEC document |
| November 16, 2020 Filed Nov 25, 2020 00:27 UTC Amendment |
Kapoor KunalDirector · CEO
|
Tax withholdingCommon Stock | 3,827 | $206.21 | $789,165.67 |
DisclosureSEC source: 0001289419-20-000254 · edgar.xml · nonDerivative · entry 2 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 100,106 F2 · shares: Due to adminstrative error, this Form 4 is being amended to correct the amount of shares withheld to satify tax withholding obligations from 3366 to 3827. Read SEC document |
| November 16, 2020 Filed Nov 25, 2020 00:27 UTC Amendment |
Kapoor KunalDirector · CEO
|
GrantCommon Stock | 2,879 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000254 · edgar.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 103,933 F1 · shares: This Form 4 is being amended to reflect 1042 shares of additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2020 in excess of target under the terms of a market stock unit grant of 5,759 market stock units on November 15, 2017. These shares were not reflected in the original Form 4 due to an administrative error. F1 · price: This Form 4 is being amended to reflect 1042 shares of additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2020 in excess of target under the terms of a market stock unit grant of 5,759 market stock units on November 15, 2017. These shares were not reflected in the original Form 4 due to an administrative error. Read SEC document |
| November 16, 2020 Filed Nov 25, 2020 00:30 UTC Amendment |
Desmond BevinHead of Talent and Culture
|
Tax withholdingCommon Stock | 737 | $206.21 | $151,976.77 |
DisclosureSEC source: 0001289419-20-000255 · edgar.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,360 F2 · shares: Due to adminstrative error, this Form 4 is being amended to correct the amount of shares withheld to satify tax withholding obligations from 648 to 737. Read SEC document |
| November 16, 2020 Filed Nov 25, 2020 00:30 UTC Amendment |
Desmond BevinHead of Talent and Culture
|
GrantCommon Stock | 554 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000255 · edgar.xml · nonDerivative · entry 1 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,097 F1 · shares: This Form 4 is being amended to reflect 201 shares of additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2020 in excess of target under the terms of a market stock unit grant of 1,109 market stock units on November 15, 2017. These shares were not reflected in the original Form 4 due to an administrative error. F1 · price: This Form 4 is being amended to reflect 201 shares of additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2020 in excess of target under the terms of a market stock unit grant of 1,109 market stock units on November 15, 2017. These shares were not reflected in the original Form 4 due to an administrative error. 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.