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 |
|---|---|---|---|---|---|---|
| November 02, 2020 Filed Nov 4, 2020 23:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,917 | $192.17 | $944,877.27 |
DisclosureSEC source: 0001289419-20-000224 · 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: 19,694,454 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 $191.79 to $192.71. 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 |
| November 02, 2020 Filed Nov 4, 2020 23:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,765 | $191.35 | $529,071.69 |
DisclosureSEC source: 0001289419-20-000224 · 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: 19,699,371 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 $190.74 to $191.7050. 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 02, 2020 Filed Nov 4, 2020 23:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 294 | $190.09 | $55,886.43 |
DisclosureSEC source: 0001289419-20-000224 · 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: 19,702,136 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 5, 2019. F2 · price: The transaction was executed in multiple trades at prices ranging from $189.72 to $190.3450. 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 02, 2020 Filed Nov 4, 2020 23:03 UTC |
Landis Gail SDirector
|
SaleCommon Stock (Restricted Stock Units) | 1,382 | $189.72 | $262,193.04 |
DisclosureSEC source: 0001289419-20-000222 · edgar.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,963 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 |
| November 02, 2020 Filed Feb 9, 2021 17:50 UTC |
TSAY CAROLINE JDirector
|
OtherCommon Stock | 5.6476 | $194.02 | $1,095.75 |
DisclosureSEC source: 0001289419-21-000016 · edgar.xml · nonDerivative · entry 7 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,888.1131 F1 · kind: The reporting person purchased these shares pursuant to a dividend reinvestment plan with her broker. Read SEC document |
| October 06, 2020 Filed Oct 8, 2020 19:47 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 62 | $165.76 | $10,277.12 |
DisclosureSEC source: 0001289419-20-000214 · 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: 19,702,430 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 |
| October 06, 2020 Filed Oct 8, 2020 19:47 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 465 | $165.17 | $76,806.19 |
DisclosureSEC source: 0001289419-20-000214 · 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: 19,702,492 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 $164.71 to $165.61. 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 |
| October 06, 2020 Filed Oct 8, 2020 19:47 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 125 | $164.09 | $20,510.98 |
DisclosureSEC source: 0001289419-20-000214 · 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: 19,702,957 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 $163.59 to $164.50. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 05, 2020 Filed Oct 6, 2020 18:17 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 433 | $164.35 | $71,164.59 |
DisclosureSEC source: 0001289419-20-000212 · 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: 19,703,082 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 $164.07 to $164.99. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 05, 2020 Filed Oct 6, 2020 18:17 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 12,350 | $163.61 | $2,020,639.08 |
DisclosureSEC source: 0001289419-20-000212 · 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: 19,703,515 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 $163.01 to $164.00. 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 |
| October 02, 2020 Filed Oct 6, 2020 18:17 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 214 | $164.56 | $35,216.76 |
DisclosureSEC source: 0001289419-20-000212 · 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: 19,715,865 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 $164.55 to $164.57. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 02, 2020 Filed Oct 6, 2020 18:17 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 10,773 | $163.92 | $1,765,929.55 |
DisclosureSEC source: 0001289419-20-000212 · 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: 19,716,079 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 $163.5450 to $164.54. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 02, 2020 Filed Oct 6, 2020 18:17 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 6,350 | $163.12 | $1,035,836.13 |
DisclosureSEC source: 0001289419-20-000212 · 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: 19,726,852 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 $162.5350 to $163.53. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 17:04 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,928 | $163.14 | $477,684.75 |
DisclosureSEC source: 0001289419-20-000210 · 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: 19,733,202 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 $162.74 to $163.57. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 17:04 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,783 | $162.10 | $451,112.89 |
DisclosureSEC source: 0001289419-20-000210 · 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: 19,736,130 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 $161.70 to $162.47. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 17:04 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,033 | $161.06 | $488,484.36 |
DisclosureSEC source: 0001289419-20-000210 · 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: 19,738,913 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 $160.69 to $161.59. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 01, 2020 Filed Oct 2, 2020 17:04 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 9,080 | $160.35 | $1,455,955.30 |
DisclosureSEC source: 0001289419-20-000210 · 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: 19,741,946 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 $159.69 to $160.6875. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 30, 2020 Filed Oct 2, 2020 17:04 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 47 | $161.63 | $7,596.80 |
DisclosureSEC source: 0001289419-20-000210 · 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: 19,751,026 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 $161.5750 to $161.65. 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 |
| September 30, 2020 Filed Oct 2, 2020 17:04 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 5,104 | $160.82 | $820,828.85 |
DisclosureSEC source: 0001289419-20-000210 · 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: 19,751,073 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 $160.52 to $161.51. 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 |
| September 30, 2020 Filed Oct 2, 2020 17:04 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 6,658 | $160.12 | $1,066,052.99 |
DisclosureSEC source: 0001289419-20-000210 · 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: 19,756,177 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 $159.52 to $160.50. 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 |
| September 30, 2020 Filed Oct 2, 2020 17:04 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 947 | $159.25 | $150,808.71 |
DisclosureSEC source: 0001289419-20-000210 · 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: 19,762,835 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 $158.47 to $159.46. 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 |
| September 29, 2020 Filed Sep 30, 2020 19:14 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,060 | $160.18 | $329,967.30 |
DisclosureSEC source: 0001289419-20-000208 · 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: 19,763,782 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 $160.00 to $160.84. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 29, 2020 Filed Sep 30, 2020 19:14 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 7,276 | $159.53 | $1,160,760.65 |
DisclosureSEC source: 0001289419-20-000208 · 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: 19,765,842 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 $158.98 to $159.97. 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 |
| September 29, 2020 Filed Sep 30, 2020 19:14 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 300 | $158.55 | $47,565.00 |
DisclosureSEC source: 0001289419-20-000208 · 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: 19,773,118 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 $157.96 to $158.8450. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 28, 2020 Filed Sep 30, 2020 19:14 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 232 | $159.42 | $36,986.37 |
DisclosureSEC source: 0001289419-20-000208 · 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: 19,773,418 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 5, 2019. F4 · price: The transaction was executed in multiple trades at prices ranging from $159.26 to $159.6250. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 28, 2020 Filed Sep 30, 2020 19:14 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 6,283 | $158.50 | $995,879.38 |
DisclosureSEC source: 0001289419-20-000208 · 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: 19,773,650 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 $158.21 to $159.13. 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 |
| September 28, 2020 Filed Sep 30, 2020 19:14 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,786 | $157.76 | $755,019.74 |
DisclosureSEC source: 0001289419-20-000208 · 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: 19,779,933 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 $157.19 to $158.17. 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 |
| September 25, 2020 Filed Sep 28, 2020 17:23 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,204 | $155.91 | $499,536.60 |
DisclosureSEC source: 0001289419-20-000206 · 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: 19,784,719 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 $155.52 to $156.30. 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 |
| September 25, 2020 Filed Sep 28, 2020 17:23 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,500 | $155.10 | $232,652.70 |
DisclosureSEC source: 0001289419-20-000206 · 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: 19,787,923 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 $154.48 to $155.46. 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 |
| September 25, 2020 Filed Sep 28, 2020 17:23 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,083 | $153.49 | $626,718.86 |
DisclosureSEC source: 0001289419-20-000206 · 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: 19,789,423 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 $153.12 to $153.91. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 25, 2020 Filed Sep 28, 2020 17:23 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,895 | $152.67 | $594,633.68 |
DisclosureSEC source: 0001289419-20-000206 · 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: 19,793,506 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 $152.07 to $152.93. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 24, 2020 Filed Sep 28, 2020 17:23 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,308 | $153.82 | $355,017.94 |
DisclosureSEC source: 0001289419-20-000206 · 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: 19,797,401 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 $153.61 to $154.12. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 24, 2020 Filed Sep 28, 2020 17:23 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 17,528 | $153.05 | $2,682,698.96 |
DisclosureSEC source: 0001289419-20-000206 · 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: 19,799,709 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 $152.58 to $153.57. 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 |
| September 23, 2020 Filed Sep 24, 2020 20:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,651 | $155.96 | $257,490.62 |
DisclosureSEC source: 0001289419-20-000204 · 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: 19,817,237 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 $155.84 to $156.33. 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 |
| September 23, 2020 Filed Sep 24, 2020 20:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,066 | $155.49 | $632,230.07 |
DisclosureSEC source: 0001289419-20-000204 · 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: 19,818,888 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. F6 · price: The transaction was executed in multiple trades at prices ranging from $154.92 to $155.81. 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 |
| September 23, 2020 Filed Sep 24, 2020 20:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,499 | $154.36 | $540,090.94 |
DisclosureSEC source: 0001289419-20-000204 · 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: 19,822,954 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 $153.8450 to $154.84. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 22, 2020 Filed Sep 24, 2020 20:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 200 | $155.78 | $31,155.46 |
DisclosureSEC source: 0001289419-20-000204 · 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: 19,826,453 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 $155.73 to $156.00. 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 |
| September 22, 2020 Filed Sep 24, 2020 20:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 6,671 | $154.98 | $1,033,902.93 |
DisclosureSEC source: 0001289419-20-000204 · 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: 19,826,653 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 $154.68 to $155.61. 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 |
| September 22, 2020 Filed Sep 24, 2020 20:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 6,355 | $154.24 | $980,203.46 |
DisclosureSEC source: 0001289419-20-000204 · 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: 19,833,324 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 $153.68 to $154.6620. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 21, 2020 Filed Sep 22, 2020 17:58 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 715 | $156.66 | $112,009.18 |
DisclosureSEC source: 0001289419-20-000202 · 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: 19,839,679 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 $156.53 to $156.76. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 21, 2020 Filed Sep 22, 2020 17:58 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,387 | $155.81 | $216,104.86 |
DisclosureSEC source: 0001289419-20-000202 · 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: 19,840,394 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 $155.34 to $156.26. 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 |
| September 18, 2020 Filed Sep 22, 2020 17:58 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 46 | $160.19 | $7,368.74 |
DisclosureSEC source: 0001289419-20-000202 · 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: 19,841,781 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 |
| September 18, 2020 Filed Sep 22, 2020 17:58 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,464 | $159.41 | $233,373.46 |
DisclosureSEC source: 0001289419-20-000202 · 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: 19,841,827 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. F4 · price: The transaction was executed in multiple trades at prices ranging from $159.12 to $160.11. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 18, 2020 Filed Sep 22, 2020 17:58 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,335 | $158.55 | $370,222.89 |
DisclosureSEC source: 0001289419-20-000202 · 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: 19,843,291 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 $158.01 to $159.00. 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 |
| September 18, 2020 Filed Sep 22, 2020 17:58 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 5,054 | $157.31 | $795,028.06 |
DisclosureSEC source: 0001289419-20-000202 · 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: 19,845,626 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 5, 2019. F2 · price: The transaction was executed in multiple trades at prices ranging from $156.97 to $157.82. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 17, 2020 Filed Sep 18, 2020 18:23 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 112 | $160.13 | $17,934.12 |
DisclosureSEC source: 0001289419-20-000200 · 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: 19,850,680 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. F7 · price: The transaction was executed in multiple trades at prices ranging from $160.01 to $160.14. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 17, 2020 Filed Sep 18, 2020 18:23 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,019 | $158.61 | $478,829.10 |
DisclosureSEC source: 0001289419-20-000200 · 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: 19,850,792 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 $158.20 to $159.17. 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 |
| September 16, 2020 Filed Sep 18, 2020 18:23 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,604 | $163.77 | $262,690.45 |
DisclosureSEC source: 0001289419-20-000200 · 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: 19,853,811 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 $163.29 to $164.05. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| September 16, 2020 Filed Sep 18, 2020 18:23 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,450 | $162.87 | $399,024.64 |
DisclosureSEC source: 0001289419-20-000200 · 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: 19,855,415 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 $162.29 to $163.26. 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 |
| September 16, 2020 Filed Sep 18, 2020 18:23 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,002 | $161.54 | $161,860.07 |
DisclosureSEC source: 0001289419-20-000200 · 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: 19,857,865 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 $161.09 to $162.01. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.