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 15, 2019 Filed May 17, 2019 09:57 UTC |
DUBINSKY JASONChief Financial Officer
|
Tax withholdingCommon Stock | 310 | $133.03 | $41,239.30 |
DisclosureSEC source: 0001289419-19-000092 · edgar.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,449 Read SEC document |
| May 15, 2019 Filed May 17, 2019 09:57 UTC |
DUBINSKY JASONChief Financial Officer
|
GrantCommon Stock (Restricted Stock Units) | 2,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000092 · edgar.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,759 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, 2020. Read SEC document |
| May 15, 2019 Filed May 17, 2019 09:50 UTC |
Rothschild TriciaChief Product Officer
|
GrantMarket Stock Units · Derivative | 896 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000088 · edgar.xml · derivative · entry 3 Rothschild Tricia · CIK 0001693979 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,374 Underlying: Common Stock · 896 shares Expires 2022-05-15 F2 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2022. F2 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2022. Read SEC document |
| May 15, 2019 Filed May 17, 2019 09:50 UTC |
Rothschild TriciaChief Product Officer
|
Tax withholdingCommon Stock | 354 | $133.03 | $47,092.62 |
DisclosureSEC source: 0001289419-19-000088 · edgar.xml · nonDerivative · entry 2 Rothschild Tricia · CIK 0001693979 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,790 Read SEC document |
| May 15, 2019 Filed May 17, 2019 09:50 UTC |
Rothschild TriciaChief Product Officer
|
GrantCommon Stock (Restricted Stock Units) | 1,503 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000088 · edgar.xml · nonDerivative · entry 1 Rothschild Tricia · CIK 0001693979 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,144 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, 2020. Read SEC document |
| May 15, 2019 Filed May 17, 2019 09:47 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantMarket Stock Units · Derivative | 784 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000086 · edgar.xml · derivative · entry 4 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,639 Underlying: Common Stock · 784 shares Expires 2022-05-15 F3 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2022. F3 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2022. Read SEC document |
| May 15, 2019 Filed May 17, 2019 09:47 UTC |
Dunn Daniel JosephChief Revenue Officer
|
Tax withholdingCommon Stock | 293 | $133.03 | $38,977.79 |
DisclosureSEC source: 0001289419-19-000086 · edgar.xml · nonDerivative · entry 3 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,394 Read SEC document |
| May 15, 2019 Filed May 17, 2019 09:47 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantCommon Stock (Restricted Stock Units) | 573 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000086 · edgar.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,687 F2 · 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, 2020. Read SEC document |
| May 15, 2019 Filed May 17, 2019 09:47 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantCommon Stock (Restricted Stock Units) | 1,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000086 · edgar.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,114 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, 2020. Read SEC document |
| May 15, 2019 Filed May 17, 2019 13:43 UTC |
Kapoor KunalCEO
|
GrantMarket Stock Units · Derivative | 6,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000084 · edgar.xml · derivative · entry 4 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 31,487 Underlying: Common Stock · 6,428 shares Expires 2022-05-15 F3 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2022. F3 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2022. Read SEC document |
| May 15, 2019 Filed May 17, 2019 13:43 UTC |
Kapoor KunalCEO
|
Tax withholdingCommon Stock | 1,707 | $133.03 | $227,082.21 |
DisclosureSEC source: 0001289419-19-000084 · edgar.xml · nonDerivative · entry 3 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,733 Read SEC document |
| May 15, 2019 Filed May 17, 2019 13:43 UTC |
Kapoor KunalCEO
|
GrantCommon Stock (Restricted Stock Units) | 1,734 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000084 · edgar.xml · nonDerivative · entry 2 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 67,440 F2 · 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, 2020. Read SEC document |
| May 15, 2019 Filed May 17, 2019 13:43 UTC |
Kapoor KunalCEO
|
GrantCommon Stock (Restricted Stock Units) | 4,510 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000084 · edgar.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 65,706 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 installments beginning May 15, 2020. Read SEC document |
| May 15, 2019 Filed May 17, 2019 14:14 UTC |
Lyons William MDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,127 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000102 · edgar.xml · nonDerivative · entry 1 Lyons William M · CIK 0001411724 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,004 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, 2020. Read SEC document |
| May 15, 2019 Filed May 17, 2019 14:08 UTC |
Desmond BevinHead of Talent and Culture
|
GrantMarket Stock Units · Derivative | 896 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000098 · edgar.xml · derivative · entry 4 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,205 Underlying: Common Stock · 896 shares Expires 2022-05-15 F2 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2022. F2 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2022. Read SEC document |
| May 15, 2019 Filed May 17, 2019 14:08 UTC |
Desmond BevinHead of Talent and Culture
|
Tax withholdingCommon Stock | 837 | $133.03 | $111,346.11 |
DisclosureSEC source: 0001289419-19-000098 · edgar.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,609 Read SEC document |
| May 15, 2019 Filed May 17, 2019 14:08 UTC |
Desmond BevinHead of Talent and Culture
|
GrantCommon Stock (Restricted Stock Units) | 1,503 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000098 · edgar.xml · nonDerivative · entry 1 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,446 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, 2020. Read SEC document |
| May 15, 2019 Filed May 17, 2019 14:01 UTC |
Maloney Patrick JGeneral Counsel
|
GrantMarket Stock Units · Derivative | 560 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000094 · edgar.xml · derivative · entry 3 Maloney Patrick J · CIK 0001677356 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,120 Underlying: Common Stock · 560 shares Expires 2022-05-15 F2 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2022. F2 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2022. Read SEC document |
| May 15, 2019 Filed May 17, 2019 14:01 UTC |
Maloney Patrick JGeneral Counsel
|
Tax withholdingCommon Stock | 180 | $133.03 | $23,945.40 |
DisclosureSEC source: 0001289419-19-000094 · edgar.xml · nonDerivative · entry 2 Maloney Patrick J · CIK 0001677356 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,103 Read SEC document |
| May 15, 2019 Filed May 17, 2019 14:01 UTC |
Maloney Patrick JGeneral Counsel
|
GrantCommon Stock (Restricted Stock Units) | 939 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000094 · edgar.xml · nonDerivative · entry 1 Maloney Patrick J · CIK 0001677356 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,283 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, 2020. Read SEC document |
| May 15, 2019 Filed May 17, 2019 14:45 UTC |
Kaplan Steven NDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,127 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000116 · edgar.xml · nonDerivative · entry 1 Kaplan Steven N · CIK 0001324001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,484 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, 2020. Read SEC document |
| May 15, 2019 Filed May 17, 2019 14:42 UTC |
Diamonte RobinDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,127 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000114 · edgar.xml · nonDerivative · entry 1 Diamonte Robin · CIK 0001660012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,245 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, 2020. Read SEC document |
| May 15, 2019 Filed May 17, 2019 14:39 UTC |
NOONAN JACKDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,127 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000112 · edgar.xml · nonDerivative · entry 1 NOONAN JACK · CIK 0001205346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,807 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, 2020. Read SEC document |
| May 15, 2019 Filed May 17, 2019 14:26 UTC |
Landis Gail SDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,127 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000108 · edgar.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,813 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, 2020. Read SEC document |
| May 15, 2019 Filed May 17, 2019 14:23 UTC |
FRANCIS CHERYL ADirector
|
GrantCommon Stock (Restricted Stock Units) | 1,127 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000106 · edgar.xml · nonDerivative · entry 1 FRANCIS CHERYL A · CIK 0001197386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 29,892 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, 2020. Read SEC document |
| May 15, 2019 Filed May 17, 2019 14:20 UTC |
TSAY CAROLINE JDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,127 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000104 · edgar.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,786 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, 2020. Read SEC document |
| May 15, 2019 Filed May 17, 2019 14:11 UTC |
Needham DanielPres., Investment Management
|
GrantMarket Stock Units · Derivative | 1,120 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000100 · edgar.xml · derivative · entry 3 Needham Daniel · CIK 0001631881 · Pres., Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,429 Underlying: Common Stock · 1,120 shares Expires 2022-05-15 F2 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2022. F2 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2022. Read SEC document |
| May 15, 2019 Filed May 17, 2019 14:11 UTC |
Needham DanielPres., Investment Management
|
Tax withholdingCommon Stock | 652 | $133.03 | $86,735.56 |
DisclosureSEC source: 0001289419-19-000100 · edgar.xml · nonDerivative · entry 2 Needham Daniel · CIK 0001631881 · Pres., Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,533 Read SEC document |
| May 15, 2019 Filed May 17, 2019 14:11 UTC |
Needham DanielPres., Investment Management
|
GrantCommon Stock (Restricted Stock Units) | 1,879 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000100 · edgar.xml · nonDerivative · entry 1 Needham Daniel · CIK 0001631881 · Pres., Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,185 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, 2020. Read SEC document |
| May 15, 2019 Filed May 17, 2019 14:05 UTC |
McGarry Kimberly JGlobal Controller & CAO
|
GrantCommon Stock (Restricted Stock Units) | 375 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000096 · edgar.xml · nonDerivative · entry 1 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 789 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, 2020. Read SEC document |
| May 15, 2019 Filed May 17, 2019 13:53 UTC |
Kelly HaywoodHead of Global Fund Research
|
GrantMarket Stock Units · Derivative | 784 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000090 · edgar.xml · derivative · entry 4 Kelly Haywood · CIK 0001595495 · Head of Global Fund Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,154 Underlying: Common Stock · 784 shares Expires 2022-05-15 F2 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2022. F2 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2022. Read SEC document |
| May 15, 2019 Filed May 17, 2019 13:53 UTC |
Kelly HaywoodHead of Global Fund Research
|
Tax withholdingCommon Stock | 773 | $133.03 | $102,832.19 |
DisclosureSEC source: 0001289419-19-000090 · edgar.xml · nonDerivative · entry 2 Kelly Haywood · CIK 0001595495 · Head of Global Fund Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,575 Read SEC document |
| May 15, 2019 Filed May 17, 2019 13:53 UTC |
Kelly HaywoodHead of Global Fund Research
|
GrantCommon Stock (Restricted Stock Units) | 1,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000090 · edgar.xml · nonDerivative · entry 1 Kelly Haywood · CIK 0001595495 · Head of Global Fund Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,348 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, 2020. Read SEC document |
| May 14, 2019 Filed May 16, 2019 14:59 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,243 | $134.08 | $166,656.47 |
DisclosureSEC source: 0001289419-19-000082 · 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: 22,096,824 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 $133.8900 to $134.3800. 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, 2019 Filed May 16, 2019 14:59 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,883 | $133.45 | $651,622.68 |
DisclosureSEC source: 0001289419-19-000082 · 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: 22,098,067 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 $132.8900 to $133.8700. 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, 2019 Filed May 16, 2019 14:59 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,936 | $131.76 | $255,087.94 |
DisclosureSEC source: 0001289419-19-000082 · 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: 22,102,950 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 $131.3150 to $132.0700. 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, 2019 Filed May 16, 2019 14:59 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 256 | $130.81 | $33,488.59 |
DisclosureSEC source: 0001289419-19-000082 · 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: 22,104,886 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 $130.1600 to $131.1400. 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 10, 2019 Filed May 14, 2019 14:52 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 500 | $134.51 | $67,253.00 |
DisclosureSEC source: 0001289419-19-000080 · 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: 22,105,142 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 $134.5000 to $134.5100. 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 10, 2019 Filed May 14, 2019 14:52 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 5,361 | $133.94 | $718,051.27 |
DisclosureSEC source: 0001289419-19-000080 · 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: 22,105,642 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 $133.5000 to $134.4250. 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 10, 2019 Filed May 14, 2019 14:52 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,469 | $133.09 | $328,609.09 |
DisclosureSEC source: 0001289419-19-000080 · 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: 22,111,003 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 $132.5000 to $133.4950. 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 10, 2019 Filed May 14, 2019 14:52 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,954 | $131.85 | $653,186.39 |
DisclosureSEC source: 0001289419-19-000080 · 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: 22,113,472 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 $131.4500 to $132.4300. 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 09, 2019 Filed May 10, 2019 14:54 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 345 | $135.10 | $46,609.50 |
DisclosureSEC source: 0001289419-19-000078 · 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: 22,118,426 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 |
| May 08, 2019 Filed May 10, 2019 14:54 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 101 | $138.33 | $13,971.62 |
DisclosureSEC source: 0001289419-19-000078 · 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: 22,118,771 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 $138.3300 to $138.6200. 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, 2019 Filed May 10, 2019 14:54 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 5,468 | $137.55 | $752,108.09 |
DisclosureSEC source: 0001289419-19-000078 · 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: 22,118,872 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 $137.2600 to $138.2500. 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 07, 2019 Filed May 8, 2019 15:36 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,463 | $139.72 | $204,411.09 |
DisclosureSEC source: 0001289419-19-000076 · 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: 22,124,340 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 $139.5900 to $139.9800. 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 06, 2019 Filed May 8, 2019 15:36 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 882 | $141.04 | $124,400.37 |
DisclosureSEC source: 0001289419-19-000076 · 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: 22,125,803 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. F2 · price: The transaction was executed in multiple trades at prices ranging from $141.0000 to $141.1200. 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 03, 2019 Filed May 6, 2019 17:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 102 | $142.59 | $14,544.22 |
DisclosureSEC source: 0001289419-19-000074 · 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: 22,126,685 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 $142.5700 to $142.8600. 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 03, 2019 Filed May 6, 2019 17:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 6,011 | $141.98 | $853,466.43 |
DisclosureSEC source: 0001289419-19-000074 · 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: 22,126,787 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 $141.5700 to $142.3800. 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 03, 2019 Filed May 6, 2019 17:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,711 | $141.29 | $524,329.05 |
DisclosureSEC source: 0001289419-19-000074 · 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: 22,132,798 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 $140.5600 to $141.5400. 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 02, 2019 Filed May 6, 2019 17:06 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 667 | $142.28 | $94,898.09 |
DisclosureSEC source: 0001289419-19-000074 · 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: 22,136,509 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 $142.1550 to $142.5250. 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.