Tapewire

Nasdaq · USD

MORN

Morningstar, Inc.

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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

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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
May 02, 2019 Filed May 6, 2019 17:06 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,838 $141.45 $401,432.83
Disclosure

SEC source: 0001289419-19-000074 · 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: 22,137,176

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 $141.1300 to $142.0800. 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 01, 2019 Filed May 3, 2019 14:11 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 144 $143.80 $20,707.20
Disclosure

SEC source: 0001289419-19-000072 · 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: 22,140,014

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 March 30, 2018.

Read SEC document
May 01, 2019 Filed May 3, 2019 14:11 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 7,477 $142.81 $1,067,807.57
Disclosure

SEC source: 0001289419-19-000072 · 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: 22,140,158

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 March 30, 2018.

F2 · price: The transaction was executed in multiple trades at prices ranging from $142.4500 to $143.3100. 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 01, 2019 Filed Feb 9, 2021 17:50 UTC PurchaseCommon Stock 2.1655 $143.14 $309.96
Disclosure

SEC source: 0001289419-21-000016 · edgar.xml · nonDerivative · entry 1

TSAY CAROLINE J · CIK 0001628434 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 5,856.1655

F1 · kind: The reporting person purchased these shares pursuant to a dividend reinvestment plan with her broker.

Read SEC document
April 11, 2019 Filed Apr 12, 2019 13:49 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 243 $129.81 $31,544.36
Disclosure

SEC source: 0001289419-19-000067 · 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: 22,147,635

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 March 30, 2018.

F3 · price: The transaction was executed in multiple trades at prices ranging from $129.7900 to $129.8800. 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
April 11, 2019 Filed Apr 12, 2019 13:49 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 596 $128.92 $76,838.47
Disclosure

SEC source: 0001289419-19-000067 · 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: 22,147,878

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 March 30, 2018.

F2 · price: The transaction was executed in multiple trades at prices ranging from $128.6800 to $129.3400. 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
April 10, 2019 Filed Apr 11, 2019 15:34 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 6,790 $128.66 $873,614.98
Disclosure

SEC source: 0001289419-19-000065 · 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: 22,148,474

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 March 30, 2018.

F5 · price: The transaction was executed in multiple trades at prices ranging from $128.1800 to $129.0600. 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
April 10, 2019 Filed Apr 11, 2019 15:34 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 610 $127.75 $77,929.82
Disclosure

SEC source: 0001289419-19-000065 · 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: 22,155,264

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 March 30, 2018.

F4 · price: The transaction was executed in multiple trades at prices ranging from $127.1700 to $128.1500. 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
April 09, 2019 Filed Apr 11, 2019 15:34 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 669 $128.11 $85,703.25
Disclosure

SEC source: 0001289419-19-000065 · 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: 22,155,874

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 March 30, 2018.

F3 · price: The transaction was executed in multiple trades at prices ranging from $128.0900 to $128.3600. 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
April 09, 2019 Filed Apr 11, 2019 15:34 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 7,931 $127.29 $1,009,507.65
Disclosure

SEC source: 0001289419-19-000065 · 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: 22,156,543

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 March 30, 2018.

F2 · price: The transaction was executed in multiple trades at prices ranging from $127.0700 to $127.9500. 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
April 08, 2019 Filed Apr 9, 2019 15:48 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 484 $127.95 $61,926.40
Disclosure

SEC source: 0001289419-19-000063 · 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: 22,164,474

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 March 30, 2018.

F5 · price: The transaction was executed in multiple trades at prices ranging from $127.9100 to $127.9800. 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
April 08, 2019 Filed Apr 9, 2019 15:48 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 7,849 $127.35 $999,572.50
Disclosure

SEC source: 0001289419-19-000063 · 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: 22,164,958

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 March 30, 2018.

F4 · price: The transaction was executed in multiple trades at prices ranging from $126.8800 to $127.8600. 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
April 05, 2019 Filed Apr 9, 2019 15:48 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,852 $128.42 $237,835.69
Disclosure

SEC source: 0001289419-19-000063 · 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: 22,172,807

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 March 30, 2018.

F3 · price: The transaction was executed in multiple trades at prices ranging from $128.2600 to $128.9100. 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
April 05, 2019 Filed Apr 9, 2019 15:48 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 7,094 $127.79 $906,567.09
Disclosure

SEC source: 0001289419-19-000063 · 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: 22,174,659

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 March 30, 2018.

F2 · price: The transaction was executed in multiple trades at prices ranging from $127.2400 to $128.2300. 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
April 04, 2019 Filed Apr 5, 2019 15:38 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,108 $129.78 $273,582.35
Disclosure

SEC source: 0001289419-19-000061 · 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: 22,181,753

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 March 30, 2018.

F5 · price: The transaction was executed in multiple trades at prices ranging from $129.5500 to $130.0150. 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
April 04, 2019 Filed Apr 5, 2019 15:38 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,840 $129.09 $366,619.01
Disclosure

SEC source: 0001289419-19-000061 · 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: 22,183,861

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 March 30, 2018.

F4 · price: The transaction was executed in multiple trades at prices ranging from $128.5400 to $129.5250. 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
April 03, 2019 Filed Apr 5, 2019 15:38 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 108 $129.81 $14,019.88
Disclosure

SEC source: 0001289419-19-000061 · 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: 22,186,701

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 March 30, 2018.

F3 · price: The transaction was executed in multiple trades at prices ranging from $129.6400 to $129.9800. 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
April 03, 2019 Filed Apr 5, 2019 15:38 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 11,111 $129.19 $1,435,461.20
Disclosure

SEC source: 0001289419-19-000061 · 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: 22,186,809

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 March 30, 2018.

F2 · price: The transaction was executed in multiple trades at prices ranging from $128.6100 to $129.5600. 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
April 02, 2019 Filed Apr 3, 2019 16:11 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,502 $128.99 $193,736.97
Disclosure

SEC source: 0001289419-19-000059 · 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: 22,197,920

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 March 30, 2018.

F6 · price: The transaction was executed in multiple trades at prices ranging from $128.8900 to $129.0800. 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
April 02, 2019 Filed Apr 3, 2019 16:11 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 13,344 $128.48 $1,714,405.09
Disclosure

SEC source: 0001289419-19-000059 · 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: 22,199,422

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 March 30, 2018.

F5 · price: The transaction was executed in multiple trades at prices ranging from $127.8950 to $128.8600. 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
April 01, 2019 Filed Apr 3, 2019 16:11 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 7,227 $128.79 $930,755.21
Disclosure

SEC source: 0001289419-19-000059 · 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: 22,212,766

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 March 30, 2018.

F4 · price: The transaction was executed in multiple trades at prices ranging from $128.4700 to $129.1300. 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
April 01, 2019 Filed Apr 3, 2019 16:11 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 5,569 $127.96 $712,604.78
Disclosure

SEC source: 0001289419-19-000059 · 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: 22,219,993

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 March 30, 2018.

F3 · price: The transaction was executed in multiple trades at prices ranging from $127.4700 to $128.4300. 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
April 01, 2019 Filed Apr 3, 2019 16:11 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,183 $126.94 $277,112.64
Disclosure

SEC source: 0001289419-19-000059 · 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: 22,225,562

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 March 30, 2018.

F2 · price: The transaction was executed in multiple trades at prices ranging from $126.4200 to $127.2950. 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
March 29, 2019 Filed Apr 1, 2019 14:55 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,922 $125.48 $617,617.48
Disclosure

SEC source: 0001289419-19-000057 · 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: 22,227,745

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 March 30, 2018.

F8 · price: The transaction was executed in multiple trades at prices ranging from $124.97 to $125.91. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
March 29, 2019 Filed Apr 1, 2019 14:55 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 5,492 $124.50 $683,764.43
Disclosure

SEC source: 0001289419-19-000057 · 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: 22,232,667

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 March 30, 2018.

F7 · price: The transaction was executed in multiple trades at prices ranging from $123.97 to $124.90. 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
March 28, 2019 Filed Apr 1, 2019 14:55 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 311 $124.48 $38,713.28
Disclosure

SEC source: 0001289419-19-000057 · 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: 22,238,159

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 March 30, 2018.

F5 · price: The transaction was executed in multiple trades at prices ranging from $124.445 to $124.555. 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
March 28, 2019 Filed Apr 1, 2019 14:55 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 6,444 $123.86 $798,174.46
Disclosure

SEC source: 0001289419-19-000057 · 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: 22,238,470

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 March 30, 2018.

F4 · price: The transaction was executed in multiple trades at prices ranging from $123.40 to $124.35. 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
March 28, 2019 Filed Apr 1, 2019 14:55 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,472 $123.00 $304,057.48
Disclosure

SEC source: 0001289419-19-000057 · 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: 22,244,914

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 March 30, 2018.

F3 · price: The transaction was executed in multiple trades at prices ranging from $122.40 to $123.375. 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
March 28, 2019 Filed Apr 1, 2019 14:55 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 600 $121.99 $73,195.74
Disclosure

SEC source: 0001289419-19-000057 · 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: 22,247,386

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 March 30, 2018.

F2 · price: The transaction was executed in multiple trades at prices ranging from $121.38 to $122.30. 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
March 27, 2019 Filed Mar 28, 2019 19:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 98 $123.47 $12,100.06
Disclosure

SEC source: 0001289419-19-000055 · 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: 22,247,986

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 March 30, 2018.

Read SEC document
March 27, 2019 Filed Mar 28, 2019 19:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 6,661 $122.34 $814,888.76
Disclosure

SEC source: 0001289419-19-000055 · 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: 22,248,084

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 March 30, 2018.

F5 · price: The transaction was executed in multiple trades at prices ranging from $122.0400 to $123.0000. 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
March 26, 2019 Filed Mar 28, 2019 19:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,662 $122.90 $327,154.74
Disclosure

SEC source: 0001289419-19-000055 · 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: 22,254,745

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 March 30, 2018.

F4 · price: The transaction was executed in multiple trades at prices ranging from $122.7100 to $123.2000. 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.

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March 26, 2019 Filed Mar 28, 2019 19:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 7,872 $122.21 $962,074.91
Disclosure

SEC source: 0001289419-19-000055 · 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: 22,257,407

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 March 30, 2018.

F3 · price: The transaction was executed in multiple trades at prices ranging from $121.7100 to $122.6900. 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.

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March 26, 2019 Filed Mar 28, 2019 19:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 570 $121.43 $69,214.42
Disclosure

SEC source: 0001289419-19-000055 · 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: 22,265,279

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 March 30, 2018.

F2 · price: The transaction was executed in multiple trades at prices ranging from $120.6900 to $121.6700. 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.

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March 25, 2019 Filed Mar 26, 2019 16:25 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,841 $121.28 $587,137.30
Disclosure

SEC source: 0001289419-19-000053 · 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: 22,265,849

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 March 30, 2018.

F4 · price: The transaction was executed in multiple trades at prices ranging from $121.0800 to $121.8300. 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
March 25, 2019 Filed Mar 26, 2019 16:25 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 7,586 $120.88 $916,995.68
Disclosure

SEC source: 0001289419-19-000053 · 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: 22,270,690

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 March 30, 2018.

F3 · price: The transaction was executed in multiple trades at prices ranging from $120.0850 to $121.0700. 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
March 22, 2019 Filed Mar 26, 2019 16:25 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 100 $122.32 $12,232.00
Disclosure

SEC source: 0001289419-19-000053 · 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: 22,278,276

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 March 30, 2018.

Read SEC document
March 22, 2019 Filed Mar 26, 2019 16:25 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 6,905 $121.32 $837,739.46
Disclosure

SEC source: 0001289419-19-000053 · 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: 22,278,376

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 March 30, 2018.

F2 · price: The transaction was executed in multiple trades at prices ranging from $121.0900 to $122.0300. 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
March 21, 2019 Filed Mar 22, 2019 15:06 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,351 $122.63 $533,553.99
Disclosure

SEC source: 0001289419-19-000051 · 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: 22,285,281

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 March 20, 2018.

F6 · price: The transaction was executed in multiple trades at prices ranging from $122.2250 to $123.0000. 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
March 21, 2019 Filed Mar 22, 2019 15:06 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 6,170 $121.75 $751,207.99
Disclosure

SEC source: 0001289419-19-000051 · 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: 22,289,632

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 March 20, 2018.

F5 · price: The transaction was executed in multiple trades at prices ranging from $121.2200 to $122.1950. 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
March 20, 2019 Filed Mar 22, 2019 15:06 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 772 $122.59 $94,638.48
Disclosure

SEC source: 0001289419-19-000051 · 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: 22,295,802

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 March 20, 2018.

F4 · price: The transaction was executed in multiple trades at prices ranging from $122.4600 to $122.7700. 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
March 20, 2019 Filed Mar 22, 2019 15:06 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 7,674 $121.98 $936,093.71
Disclosure

SEC source: 0001289419-19-000051 · 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: 22,296,574

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 March 20, 2018.

F2 · price: The transaction was executed in multiple trades at prices ranging from $121.4600 to $122.4050. 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.

F3 · balance_after: The total number of shares benefically owned has been increased by 22,155 due to a mathematical error in a prior report.

Read SEC document
March 19, 2019 Filed Mar 20, 2019 16:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,026 $122.59 $125,782.16
Disclosure

SEC source: 0001289419-19-000049 · 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: 22,282,093

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 March 20, 2018.

F6 · price: The transaction was executed in multiple trades at prices ranging from $122.4050 to $123.0000. 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
March 19, 2019 Filed Mar 20, 2019 16:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 8,449 $122.00 $1,030,769.55
Disclosure

SEC source: 0001289419-19-000049 · 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: 22,283,119

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 March 20, 2018.

F5 · price: The transaction was executed in multiple trades at prices ranging from $121.3900 to $122.3800. 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
March 18, 2019 Filed Mar 20, 2019 16:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,578 $122.34 $437,742.18
Disclosure

SEC source: 0001289419-19-000049 · 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: 22,291,568

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 March 20, 2018.

F4 · price: The transaction was executed in multiple trades at prices ranging from $122.2000 to $122.5600. 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
March 18, 2019 Filed Mar 20, 2019 16:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,848 $121.70 $589,988.51
Disclosure

SEC source: 0001289419-19-000049 · 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: 22,295,146

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 March 20, 2018.

F3 · price: The transaction was executed in multiple trades at prices ranging from $121.1950 to $122.1750. 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
March 18, 2019 Filed Mar 20, 2019 16:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 400 $120.70 $48,278.32
Disclosure

SEC source: 0001289419-19-000049 · 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: 22,299,994

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 March 20, 2018.

F2 · price: The transaction was executed in multiple trades at prices ranging from $120.1900 to $121.1600. 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
March 15, 2019 Filed Mar 18, 2019 19:17 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 10,448 $120.12 $1,254,987.64
Disclosure

SEC source: 0001289419-19-000047 · 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: 22,300,394

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 20, 2018.

F3 · price: The transaction was executed in multiple trades at prices ranging from $119.1900 to $120.8000. 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
March 14, 2019 Filed Mar 18, 2019 19:17 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 11,082 $119.17 $1,320,634.18
Disclosure

SEC source: 0001289419-19-000047 · 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: 22,310,842

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 20, 2018.

F2 · price: The transaction was executed in multiple trades at prices ranging from $118.7900 to $119.7000. 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
March 13, 2019 Filed Mar 14, 2019 16:38 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 95 $120.00 $11,400.00
Disclosure

SEC source: 0001289419-19-000045 · 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: 22,321,924

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 March 20, 2018.

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.