Last 12 months
Inside the activity.
1 purchase rows · 259 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 49 |
| Dec 2025 | 0 | 1 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 70 |
| Mar 2026 | 1 | 1 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 72 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 66 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 18, 2020 Filed May 20, 2020 21:19 UTC |
Desmond BevinHead of Talent and Culture
|
GrantCommon Stock | 692 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000122 · edgar.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,181 F2 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending May 14, 2020 in excess of target under the terms of a market stock unit grant on May 15, 2017. Read SEC document |
| May 18, 2020 Filed May 20, 2020 21:19 UTC |
Desmond BevinHead of Talent and Culture
|
Exercise / conversionCommon Stock | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000122 · edgar.xml · nonDerivative · entry 1 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,489 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 May 15, 2017. Read SEC document |
| May 18, 2020 Filed May 20, 2020 19:56 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 100 | $146.50 | $14,650.00 |
DisclosureSEC source: 0001289419-20-000120 · 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: 20,396,973 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 |
| May 18, 2020 Filed May 20, 2020 19:56 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 114 | $145.24 | $16,557.69 |
DisclosureSEC source: 0001289419-20-000120 · 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: 20,397,073 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. F3 · price: The transaction was executed in multiple trades at prices ranging from $145.22 to $145.50. 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 |
| May 18, 2020 Filed May 20, 2020 19:56 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,072 | $144.23 | $154,616.70 |
DisclosureSEC source: 0001289419-20-000120 · 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: 20,397,187 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 $144.10 to $144.6850. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 18, 2020 Filed May 19, 2021 00:51 UTC |
Desmond BevinHead of Talent and Culture
|
GrantCommon Stock | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000123 · edgar.xml · nonDerivative · entry 3 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,266 F3 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year perfomance period ending May 14, 2021 in excess of target under the terms of a market stock unit grant on May 15, 2018. Read SEC document |
| May 18, 2020 Filed May 19, 2021 00:51 UTC |
Desmond BevinHead of Talent and Culture
|
Exercise / conversionCommon Stock | 901 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000123 · edgar.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,816 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2018. Read SEC document |
| May 15, 2020 Filed May 18, 2020 19:31 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,728 | $148.56 | $256,713.06 |
DisclosureSEC source: 0001289419-20-000091 · 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: 20,398,259 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 $148.36 to $149.01. 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 |
| May 15, 2020 Filed May 18, 2020 19:31 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,149 | $147.96 | $317,967.76 |
DisclosureSEC source: 0001289419-20-000091 · 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: 20,399,987 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 $147.36 to $148.35. 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 |
| May 15, 2020 Filed May 18, 2020 19:31 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,828 | $146.73 | $414,958.66 |
DisclosureSEC source: 0001289419-20-000091 · 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: 20,402,136 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. F6 · price: The transaction was executed in multiple trades at prices ranging from $146.35 to $147.34. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 15, 2020 Filed May 18, 2020 19:31 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,460 | $145.73 | $504,209.88 |
DisclosureSEC source: 0001289419-20-000091 · 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: 20,404,964 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 $145.34 to $146.33. 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 |
| May 15, 2020 Filed May 18, 2020 19:31 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,668 | $145.06 | $677,148.48 |
DisclosureSEC source: 0001289419-20-000091 · 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: 20,408,424 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 $144.34 to $145.33. 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 |
| May 15, 2020 Filed May 19, 2020 21:50 UTC |
JOYNT STEPHENDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000106 · edgar.xml · nonDerivative · entry 1 JOYNT STEPHEN · CIK 0001112639 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,720 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2021. Read SEC document |
| May 15, 2020 Filed May 19, 2020 17:55 UTC |
DUBINSKY JASONChief Financial Officer
|
GrantMarket Stock Units · Derivative | 1,842 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000110 · edgar.xml · derivative · entry 3 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,842 Underlying: Common Stock · 1,842 shares Expires 2023-05-15 F2 · derivative.exercise_price: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2023. F2 · derivative.exercise_date: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2023. Read SEC document |
| May 15, 2020 Filed May 19, 2020 17:55 UTC |
DUBINSKY JASONChief Financial Officer
|
Tax withholdingCommon Stock | 687 | $145.34 | $99,848.58 |
DisclosureSEC source: 0001289419-20-000110 · edgar.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,863 Read SEC document |
| May 15, 2020 Filed May 19, 2020 17:55 UTC |
DUBINSKY JASONChief Financial Officer
|
GrantCommon Stock (Restricted Stock Units) | 2,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000110 · edgar.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,550 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2021. Read SEC document |
| May 15, 2020 Filed May 19, 2020 18:04 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantMarket Stock Units · Derivative | 1,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000116 · edgar.xml · derivative · entry 3 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,036 Underlying: Common Stock · 1,036 shares Expires 2023-05-15 F2 · derivative.exercise_price: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2023. F2 · derivative.exercise_date: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2023. Read SEC document |
| May 15, 2020 Filed May 19, 2020 18:04 UTC |
Dunn Daniel JosephChief Revenue Officer
|
Tax withholdingCommon Stock | 558 | $145.34 | $81,099.72 |
DisclosureSEC source: 0001289419-20-000116 · edgar.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,384 Read SEC document |
| May 15, 2020 Filed May 19, 2020 18:04 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantCommon Stock (Restricted Stock Units) | 1,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000116 · edgar.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,942 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2021. Read SEC document |
| May 15, 2020 Filed May 19, 2020 22:13 UTC |
Kapoor KunalCEO
|
GrantMarket Stock Units · Derivative | 8,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000118 · edgar.xml · derivative · entry 5 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,058 Underlying: Common Stock · 8,058 shares Expires 2023-05-15 F4 · derivative.exercise_price: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2023. F4 · derivative.exercise_date: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2023. Read SEC document |
| May 15, 2020 Filed May 19, 2020 22:13 UTC |
Kapoor KunalCEO
|
Tax withholdingCommon Stock | 2,170 | $145.34 | $315,387.80 |
DisclosureSEC source: 0001289419-20-000118 · edgar.xml · nonDerivative · entry 4 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 89,290 Read SEC document |
| May 15, 2020 Filed May 19, 2020 22:13 UTC |
Kapoor KunalCEO
|
GrantCommon Stock (Restricted Stock Units) | 3,467 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000118 · edgar.xml · nonDerivative · entry 3 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 91,460 F3 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units fully vest on May 15, 2021. Read SEC document |
| May 15, 2020 Filed May 19, 2020 22:13 UTC |
Kapoor KunalCEO
|
GrantCommon Stock (Restricted Stock Units) | 5,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000118 · edgar.xml · nonDerivative · entry 2 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 87,993 F2 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2021. Read SEC document |
| May 15, 2020 Filed May 19, 2020 22:13 UTC |
Kapoor KunalCEO
|
GrantCommon Stock (Restricted Stock Units) | 20,641 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000118 · edgar.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 82,833 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in five equal annual installments beginning May 15, 2021. Read SEC document |
| May 15, 2020 Filed May 19, 2020 21:14 UTC |
Lyons William MDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000093 · edgar.xml · nonDerivative · entry 1 Lyons William M · CIK 0001411724 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,036 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2021. Read SEC document |
| May 15, 2020 Filed May 19, 2020 22:01 UTC |
Desmond BevinHead of Talent and Culture
|
GrantMarket Stock Units · Derivative | 1,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000114 · edgar.xml · derivative · entry 4 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,151 Underlying: Common Stock · 1,151 shares Expires 2023-05-15 F2 · derivative.exercise_price: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2023. F2 · derivative.exercise_date: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2023. Read SEC document |
| May 15, 2020 Filed May 19, 2020 22:01 UTC |
Desmond BevinHead of Talent and Culture
|
Tax withholdingCommon Stock | 709 | $145.34 | $103,046.06 |
DisclosureSEC source: 0001289419-20-000114 · edgar.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,105 Read SEC document |
| May 15, 2020 Filed May 19, 2020 22:01 UTC |
Desmond BevinHead of Talent and Culture
|
GrantCommon Stock (Restricted Stock Units) | 1,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000114 · edgar.xml · nonDerivative · entry 1 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,814 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2021. Read SEC document |
| May 15, 2020 Filed May 19, 2020 21:57 UTC |
McGarry Kimberly JGlobal Controller & CAO
|
Tax withholdingCommon Stock | 28 | $145.34 | $4,069.52 |
DisclosureSEC source: 0001289419-20-000112 · edgar.xml · nonDerivative · entry 2 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,394 Read SEC document |
| May 15, 2020 Filed May 19, 2020 21:57 UTC |
McGarry Kimberly JGlobal Controller & CAO
|
GrantCommon Stock (Restricted Stock Units) | 344 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000112 · edgar.xml · nonDerivative · entry 1 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,422 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2021. Read SEC document |
| May 15, 2020 Filed May 19, 2020 21:53 UTC |
Kaplan Steven NDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000108 · edgar.xml · nonDerivative · entry 1 Kaplan Steven N · CIK 0001324001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,200 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2021. Read SEC document |
| May 15, 2020 Filed May 19, 2020 21:46 UTC |
Diamonte RobinDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000104 · edgar.xml · nonDerivative · entry 1 Diamonte Robin · CIK 0001660012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,277 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2021. Read SEC document |
| May 15, 2020 Filed May 19, 2020 21:33 UTC |
NOONAN JACKDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000102 · edgar.xml · nonDerivative · entry 1 NOONAN JACK · CIK 0001205346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,359 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2021. Read SEC document |
| May 15, 2020 Filed May 19, 2020 21:26 UTC |
Landis Gail SDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000100 · edgar.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,345 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2021. Read SEC document |
| May 15, 2020 Filed May 19, 2020 21:23 UTC |
FRANCIS CHERYL ADirector
|
GrantCommon Stock (Restricted Stock Units) | 1,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000098 · edgar.xml · nonDerivative · entry 1 FRANCIS CHERYL A · CIK 0001197386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,490 F1 · security: Each restricted stock unit represents a contigent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2021. Read SEC document |
| May 15, 2020 Filed May 19, 2020 21:19 UTC |
TSAY CAROLINE JDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000096 · edgar.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,818 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2021. Read SEC document |
| May 15, 2020 Filed May 19, 2021 00:51 UTC |
Desmond BevinHead of Talent and Culture
|
Tax withholdingCommon Stock | 1,129 | $245.02 | $276,627.58 |
DisclosureSEC source: 0001289419-21-000123 · edgar.xml · nonDerivative · entry 4 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,137 Read SEC document |
| May 14, 2020 Filed May 18, 2020 19:31 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,424 | $145.05 | $496,639.22 |
DisclosureSEC source: 0001289419-20-000091 · 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: 20,413,092 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 5, 2019. F3 · price: The transaction was executed in multiple trades at prices ranging from $144.89 to $145.36. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 14, 2020 Filed May 18, 2020 19:31 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,483 | $144.24 | $646,618.95 |
DisclosureSEC source: 0001289419-20-000091 · 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: 20,416,516 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 $143.89 to $144.8550. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 13, 2020 Filed May 14, 2020 19:53 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,708 | $146.48 | $250,187.50 |
DisclosureSEC source: 0001289419-20-000089 · 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: 20,420,999 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 $146.15 to $146.77. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 13, 2020 Filed May 14, 2020 19:53 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,769 | $145.47 | $693,726.40 |
DisclosureSEC source: 0001289419-20-000089 · 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: 20,422,707 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. F6 · price: The transaction was executed in multiple trades at prices ranging from $145.12 to $146.07. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 13, 2020 Filed May 14, 2020 19:53 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 10,362 | $144.76 | $1,500,031.10 |
DisclosureSEC source: 0001289419-20-000089 · 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: 20,427,476 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 $144.12 to $145.1150. 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 |
| May 12, 2020 Filed May 14, 2020 19:53 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 7,540 | $146.61 | $1,105,435.63 |
DisclosureSEC source: 0001289419-20-000089 · 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: 20,437,838 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 $146.30 to $147.20. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 12, 2020 Filed May 14, 2020 19:53 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,905 | $145.84 | $423,675.37 |
DisclosureSEC source: 0001289419-20-000089 · 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: 20,445,378 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 5, 2019. F3 · price: The transaction was executed in multiple trades at prices ranging from $145.33 to $146.27. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 12, 2020 Filed May 14, 2020 19:53 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,724 | $144.53 | $249,177.13 |
DisclosureSEC source: 0001289419-20-000089 · 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: 20,448,283 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 $144.30 to $145.22. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 11, 2020 Filed May 12, 2020 20:42 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,240 | $145.86 | $180,862.43 |
DisclosureSEC source: 0001289419-20-000087 · 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: 20,450,007 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 $145.42 to $146.3750. 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 |
| May 11, 2020 Filed May 12, 2020 20:42 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 5,564 | $145.00 | $806,802.81 |
DisclosureSEC source: 0001289419-20-000087 · 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: 20,451,247 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 $144.3550 to $145.35. 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 |
| May 11, 2020 Filed May 12, 2020 20:42 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,091 | $143.88 | $300,846.81 |
DisclosureSEC source: 0001289419-20-000087 · 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: 20,456,811 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. F7 · price: The transaction was executed in multiple trades at prices ranging from $143.35 to $144.3350. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 11, 2020 Filed May 12, 2020 20:42 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 625 | $142.63 | $89,141.19 |
DisclosureSEC source: 0001289419-20-000087 · 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: 20,458,902 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 $142.33 to $143.29. 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 |
| May 08, 2020 Filed May 12, 2020 20:42 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,987 | $145.26 | $288,622.08 |
DisclosureSEC source: 0001289419-20-000087 · 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: 20,459,527 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 $145.0150 to $145.7250. 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.