Tapewire

Nasdaq · USD

MORN

Morningstar, Inc.

Export transactions ↓
Tapewire entity
915
SEC CIK
0001289419
Parsed reports
963

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
MonthPurchasesSales
Nov 2025049
Dec 202501
Jan 202600
Feb 2026070
Mar 202611
Apr 202600
May 2026072
Jun 202600
Jul 202600
Aug 2026066
Sep 202600
Oct 202600

Latest available

Insider transactions

JSON API
Reset

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 dateOwner / reported roleActivity / securityShares / unitsReported priceReported valueDetails
September 19, 2019 Filed Sep 23, 2019 14:19 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 7,800 $160.81 $1,254,299.28
Disclosure

SEC source: 0001289419-19-000198 · 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: 21,412,803

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 26, 2018.

F4 · price: The transaction was executed in multiple trades at prices ranging from $160.17 to $161.16. The price reported above reflects the 7weighted 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 19, 2019 Filed Sep 23, 2019 14:19 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,462 $159.61 $233,346.31
Disclosure

SEC source: 0001289419-19-000198 · 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: 21,420,603

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 26, 2018.

F3 · price: The transaction was executed in multiple trades at prices ranging from $159.13 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 19, 2019 Filed Sep 23, 2019 14:19 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 600 $158.36 $95,013.60
Disclosure

SEC source: 0001289419-19-000198 · 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: 21,422,065

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 26, 2018.

F2 · price: The transaction was executed in multiple trades at prices ranging from $158.09 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, 2019 Filed Sep 19, 2019 15:53 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 6,057 $159.90 $968,518.54
Disclosure

SEC source: 0001289419-19-000196 · 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: 21,422,665

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 26, 2018.

F8 · price: The transaction was executed in multiple trades at prices ranging from $159.47 to $160.43. 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
September 18, 2019 Filed Sep 19, 2019 15:53 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,903 $158.98 $779,479.92
Disclosure

SEC source: 0001289419-19-000196 · 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: 21,428,722

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 26, 2018.

F7 · price: The transaction was executed in multiple trades at prices ranging from $158.44 to $159.42. 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, 2019 Filed Sep 19, 2019 15:53 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,389 $159.36 $540,078.16
Disclosure

SEC source: 0001289419-19-000196 · 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: 21,433,625

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 26, 2018.

F6 · price: The transaction was executed in multiple trades at prices ranging from $159.15 to $159.75. 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, 2019 Filed Sep 19, 2019 15:53 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,322 $158.52 $209,569.12
Disclosure

SEC source: 0001289419-19-000196 · 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: 21,437,014

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 26, 2018.

F5 · price: The transaction was executed in multiple trades at prices ranging from $158.14 to $159.12. 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 17, 2019 Filed Sep 19, 2019 15:53 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,646 $157.58 $416,959.86
Disclosure

SEC source: 0001289419-19-000196 · 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: 21,438,336

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 26, 2018.

F4 · price: The transaction was executed in multiple trades at prices ranging from $157.11 to $157.98. The price reported above reflects the 7weighted 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, 2019 Filed Sep 19, 2019 15:53 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,341 $156.82 $210,301.79
Disclosure

SEC source: 0001289419-19-000196 · 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: 21,440,982

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 26, 2018.

F3 · price: The transaction was executed in multiple trades at prices ranging from $156.06 to $157.00. 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 17, 2019 Filed Sep 19, 2019 15:53 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 624 $155.01 $96,725.30
Disclosure

SEC source: 0001289419-19-000196 · 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: 21,442,323

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 26, 2018.

F2 · price: The transaction was executed in multiple trades at prices ranging from $154.43 to $155.32. 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, 2019 Filed Sep 17, 2019 14:44 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 112 $155.41 $17,405.73
Disclosure

SEC source: 0001289419-19-000194 · 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: 21,442,947

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 26, 2018.

F6 · price: The transaction was executed in multiple trades at prices ranging from $155.40 to $155.43. 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
September 16, 2019 Filed Sep 17, 2019 14:44 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 8,810 $154.66 $1,362,585.44
Disclosure

SEC source: 0001289419-19-000194 · 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: 21,443,059

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 26, 2018.

F5 · price: The transaction was executed in multiple trades at prices ranging from $154.21 to $155.11. 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 13, 2019 Filed Sep 17, 2019 14:44 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,621 $157.32 $255,018.15
Disclosure

SEC source: 0001289419-19-000194 · 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: 21,451,869

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 26, 2018.

F4 · price: The transaction was executed in multiple trades at prices ranging from $157.1550 to $157.54. The price reported above reflects the 7weighted 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 13, 2019 Filed Sep 17, 2019 14:44 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,777 $156.76 $592,081.01
Disclosure

SEC source: 0001289419-19-000194 · 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: 21,453,490

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 26, 2018.

F3 · price: The transaction was executed in multiple trades at prices ranging from $156.15 to $157.14. 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 13, 2019 Filed Sep 17, 2019 14:44 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 5,027 $155.39 $781,161.62
Disclosure

SEC source: 0001289419-19-000194 · 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: 21,457,267

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 26, 2018.

F2 · price: The transaction was executed in multiple trades at prices ranging from $155.13 to $156.1150. 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
September 12, 2019 Filed Sep 13, 2019 16:29 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,456 $156.54 $697,540.46
Disclosure

SEC source: 0001289419-19-000192 · 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: 21,462,294

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 26, 2018.

F5 · price: The transaction was executed in multiple trades at prices ranging from $156.36 to $157.22. 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
September 12, 2019 Filed Sep 13, 2019 16:29 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 10,718 $155.89 $1,670,832.24
Disclosure

SEC source: 0001289419-19-000192 · 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: 21,466,750

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 26, 2018.

F4 · price: The transaction was executed in multiple trades at prices ranging from $155.35 to $156.35. 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
September 11, 2019 Filed Sep 13, 2019 16:29 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 104 $157.99 $16,431.38
Disclosure

SEC source: 0001289419-19-000192 · 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: 21,477,468

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 26, 2018.

F3 · price: The transaction was executed in multiple trades at prices ranging from $157.9750 to $158.00. 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 11, 2019 Filed Sep 13, 2019 16:29 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,103 $157.20 $330,582.98
Disclosure

SEC source: 0001289419-19-000192 · 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: 21,477,572

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 26, 2018.

F2 · price: The transaction was executed in multiple trades at prices ranging from $156.96 to $157.85. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
September 10, 2019 Filed Sep 11, 2019 14:58 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,244 $159.60 $198,541.53
Disclosure

SEC source: 0001289419-19-000190 · 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: 21,479,675

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 26, 2018.

F4 · price: The transaction was executed in multiple trades at prices ranging from $159.16 to $160.01. 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
September 09, 2019 Filed Sep 11, 2019 14:58 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 675 $161.12 $108,758.97
Disclosure

SEC source: 0001289419-19-000190 · 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: 21,480,919

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 26, 2018.

F3 · price: The transaction was executed in multiple trades at prices ranging from $160.83 to $161.26. 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 09, 2019 Filed Sep 11, 2019 14:58 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 13,119 $160.25 $2,102,326.31
Disclosure

SEC source: 0001289419-19-000190 · 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: 21,481,594

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 26, 2018.

F2 · price: The transaction was executed in multiple trades at prices ranging from $159.83 to $160.81. 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 06, 2019 Filed Sep 9, 2019 14:33 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,947 $161.87 $638,906.02
Disclosure

SEC source: 0001289419-19-000188 · 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: 21,494,713

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 26, 2018.

F5 · price: The transaction was executed in multiple trades at prices ranging from $161.42 to $162.3150. 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 06, 2019 Filed Sep 9, 2019 14:33 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,909 $161.12 $790,917.46
Disclosure

SEC source: 0001289419-19-000188 · 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: 21,498,660

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 26, 2018.

F4 · price: The transaction was executed in multiple trades at prices ranging from $160.39 to $161.37. 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
September 05, 2019 Filed Sep 9, 2019 14:33 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,197 $161.80 $355,471.52
Disclosure

SEC source: 0001289419-19-000188 · 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: 21,503,569

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 26, 2018.

F3 · price: The transaction was executed in multiple trades at prices ranging from $161.60 to $162.30. 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 05, 2019 Filed Sep 9, 2019 14:33 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 6,580 $161.18 $1,060,586.77
Disclosure

SEC source: 0001289419-19-000188 · 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: 21,505,766

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 26, 2018.

F2 · price: The transaction was executed in multiple trades at prices ranging from $160.60 to $161.5950. 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 05, 2019 Filed Sep 9, 2019 14:33 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 50 $159.48 $7,974.00
Disclosure

SEC source: 0001289419-19-000188 · 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: 21,512,346

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 26, 2018.

Read SEC document
September 04, 2019 Filed Sep 5, 2019 16:05 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,545 $161.46 $410,917.23
Disclosure

SEC source: 0001289419-19-000186 · 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: 21,512,396

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 26, 2018.

F5 · price: The transaction was executed in multiple trades at prices ranging from $161.03 to $161.97. 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 04, 2019 Filed Sep 5, 2019 16:05 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 8,519 $160.37 $1,366,220.99
Disclosure

SEC source: 0001289419-19-000186 · 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: 21,514,941

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 26, 2018.

F4 · price: The transaction was executed in multiple trades at prices ranging from $159.99 to $160.92. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
September 03, 2019 Filed Sep 5, 2019 16:05 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 268 $161.69 $43,333.46
Disclosure

SEC source: 0001289419-19-000186 · 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: 21,523,460

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 26, 2018.

F3 · price: The transaction was executed in multiple trades at prices ranging from $161.64 to $161.71. 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
September 03, 2019 Filed Sep 5, 2019 16:05 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 8,162 $160.91 $1,313,384.97
Disclosure

SEC source: 0001289419-19-000186 · 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: 21,523,728

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 26, 2018.

F2 · price: The transaction was executed in multiple trades at prices ranging from $160.58 to $161.56. 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
August 30, 2019 Filed Sep 3, 2019 15:43 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 200 $162.30 $32,460.50
Disclosure

SEC source: 0001289419-19-000184 · 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: 21,531,890

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 26, 2018.

F7 · price: The transaction was executed in multiple trades at prices ranging from $162.1750 to $162.43. 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
August 30, 2019 Filed Sep 3, 2019 15:43 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,233 $161.35 $683,006.40
Disclosure

SEC source: 0001289419-19-000184 · 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: 21,532,090

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 26, 2018.

F6 · price: The transaction was executed in multiple trades at prices ranging from $161.06 to $161.88. 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
August 30, 2019 Filed Sep 3, 2019 15:43 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 5,114 $160.62 $821,419.37
Disclosure

SEC source: 0001289419-19-000184 · 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: 21,536,323

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 26, 2018.

F5 · price: The transaction was executed in multiple trades at prices ranging from $160.06 to $161.04. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 29, 2019 Filed Sep 3, 2019 15:43 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,250 $160.84 $361,900.35
Disclosure

SEC source: 0001289419-19-000184 · 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: 21,541,437

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 26, 2018.

F4 · price: The transaction was executed in multiple trades at prices ranging from $160.65 to $161.06. 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
August 29, 2019 Filed Sep 3, 2019 15:43 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,093 $160.23 $655,814.02
Disclosure

SEC source: 0001289419-19-000184 · 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: 21,543,687

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 26, 2018.

F3 · price: The transaction was executed in multiple trades at prices ranging from $159.65 to $160.60. 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
August 29, 2019 Filed Sep 3, 2019 15:43 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,725 $159.00 $433,287.54
Disclosure

SEC source: 0001289419-19-000184 · 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: 21,547,780

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 26, 2018.

F2 · price: The transaction was executed in multiple trades at prices ranging from $158.6250 to $159.61. 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
August 28, 2019 Filed Aug 29, 2019 14:02 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 101 $158.84 $16,042.85
Disclosure

SEC source: 0001289419-19-000182 · 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: 21,550,505

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 26, 2018.

F6 · price: The transaction was executed in multiple trades at prices ranging from $158.84 to $158.85. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
August 28, 2019 Filed Aug 29, 2019 14:02 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 8,989 $158.31 $1,423,011.74
Disclosure

SEC source: 0001289419-19-000182 · 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: 21,550,606

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 26, 2018.

F5 · price: The transaction was executed in multiple trades at prices ranging from $157.80 to $158.79. 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
August 28, 2019 Filed Aug 29, 2019 14:02 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,023 $157.09 $317,800.76
Disclosure

SEC source: 0001289419-19-000182 · 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: 21,559,595

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 26, 2018.

F4 · price: The transaction was executed in multiple trades at prices ranging from $156.77 to $157.56. 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
August 27, 2019 Filed Aug 29, 2019 14:02 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,647 $157.42 $259,262.67
Disclosure

SEC source: 0001289419-19-000182 · 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: 21,561,618

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 26, 2018.

F3 · price: The transaction was executed in multiple trades at prices ranging from $157.35 to $157.73. 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
August 27, 2019 Filed Aug 29, 2019 14:02 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 6,484 $157.01 $1,018,080.72
Disclosure

SEC source: 0001289419-19-000182 · 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: 21,563,265

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 26, 2018.

F2 · price: The transaction was executed in multiple trades at prices ranging from $156.35 to $157.34. 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
August 26, 2019 Filed Aug 27, 2019 15:32 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 100 $156.27 $15,627.00
Disclosure

SEC source: 0001289419-19-000180 · 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: 21,569,749

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 26, 2018.

Read SEC document
August 26, 2019 Filed Aug 27, 2019 15:32 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,048 $155.85 $319,183.05
Disclosure

SEC source: 0001289419-19-000180 · 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: 21,569,849

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 26, 2018.

F5 · price: The transaction was executed in multiple trades at prices ranging from $155.27 to $156.20. 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
August 26, 2019 Filed Aug 27, 2019 15:32 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 6,202 $154.69 $959,401.02
Disclosure

SEC source: 0001289419-19-000180 · 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: 21,571,897

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 26, 2018.

F4 · price: The transaction was executed in multiple trades at prices ranging from $154.17 to $155.12. 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
August 26, 2019 Filed Aug 27, 2019 15:32 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 6,109 $153.84 $939,812.23
Disclosure

SEC source: 0001289419-19-000180 · 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: 21,578,099

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 26, 2018.

F3 · price: The transaction was executed in multiple trades at prices ranging from $153.15 to $154.14. 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
August 23, 2019 Filed Aug 27, 2019 15:32 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 100 $155.70 $15,570.00
Disclosure

SEC source: 0001289419-19-000180 · 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: 21,584,208

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 26, 2018.

Read SEC document
August 23, 2019 Filed Aug 27, 2019 15:32 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,684 $154.70 $724,628.85
Disclosure

SEC source: 0001289419-19-000180 · 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: 21,584,308

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 26, 2018.

F2 · price: The transaction was executed in multiple trades at prices ranging from $154.56 to $155.49. 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
August 22, 2019 Filed Aug 23, 2019 14:59 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 629 $156.39 $98,367.17
Disclosure

SEC source: 0001289419-19-000178 · 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: 21,588,992

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 26, 2018.

F5 · price: The transaction was executed in multiple trades at prices ranging from $156.07 to $156.63. 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
August 22, 2019 Filed Aug 23, 2019 14:59 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 6,759 $155.29 $1,049,584.16
Disclosure

SEC source: 0001289419-19-000178 · 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: 21,589,621

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 26, 2018.

F4 · price: The transaction was executed in multiple trades at prices ranging from $155.05 to $155.97. 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

Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.