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
February 05, 2019 Filed Feb 7, 2019 16:25 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,785 $124.30 $470,466.04
Disclosure

SEC source: 0001289419-19-000016 · 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: 22,511,854

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 $123.5150 to $124.5100. 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
February 04, 2019 Filed Feb 5, 2019 17:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,718 $123.11 $580,842.42
Disclosure

SEC source: 0001289419-19-000014 · 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: 22,515,639

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 $122.7400 to $123.6500. 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
February 04, 2019 Filed Feb 5, 2019 17:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,473 $122.23 $424,517.99
Disclosure

SEC source: 0001289419-19-000014 · 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: 22,520,357

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 $121.6800 to $122.6600. 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
February 01, 2019 Filed Feb 5, 2019 17:15 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,650 $123.44 $203,674.35
Disclosure

SEC source: 0001289419-19-000014 · 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: 22,523,830

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 $123.1500 to $124.1200. 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
January 11, 2019 Filed Jan 14, 2019 16:34 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 100 $109.16 $10,916.00
Disclosure

SEC source: 0001289419-19-000012 · 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: 22,525,480

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
January 11, 2019 Filed Jan 14, 2019 16:34 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 5,523 $108.68 $600,247.37
Disclosure

SEC source: 0001289419-19-000012 · 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: 22,525,580

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 $108.1450 to $109.1050. 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
January 10, 2019 Filed Jan 14, 2019 16:34 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 100 $109.33 $10,933.00
Disclosure

SEC source: 0001289419-19-000012 · 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: 22,531,103

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
January 10, 2019 Filed Jan 14, 2019 16:34 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 9,721 $109.01 $1,059,689.13
Disclosure

SEC source: 0001289419-19-000012 · 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: 22,531,203

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 $108.3300 to $109.3200. 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
January 09, 2019 Filed Jan 10, 2019 17:05 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,042 $109.26 $441,640.24
Disclosure

SEC source: 0001289419-19-000010 · 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: 22,540,924

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.

F5 · price: The transaction was executed in multiple trades at prices ranging from $109.1000 to $109.4600. 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
January 09, 2019 Filed Jan 10, 2019 17:05 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 10,318 $108.85 $1,123,100.89
Disclosure

SEC source: 0001289419-19-000010 · 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: 22,544,966

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 $108.1000 to $109.0800. 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
January 08, 2019 Filed Jan 10, 2019 17:05 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 5,511 $108.73 $599,206.62
Disclosure

SEC source: 0001289419-19-000010 · 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: 22,555,284

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 $108.5800 to 109.0700. 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
January 08, 2019 Filed Jan 10, 2019 17:05 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,793 $108.11 $410,059.71
Disclosure

SEC source: 0001289419-19-000010 · 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: 22,560,795

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 $107.5800 to $108.5600. 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
January 07, 2019 Filed Jan 8, 2019 18:05 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,786 $109.04 $194,749.91
Disclosure

SEC source: 0001289419-19-000008 · 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: 22,564,588

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 $108.7700 to $109.3900. 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
January 07, 2019 Filed Jan 8, 2019 18:05 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 6,914 $108.26 $748,507.57
Disclosure

SEC source: 0001289419-19-000008 · 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: 22,566,374

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 $107.7700 to $108.7400. 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
January 04, 2019 Filed Jan 8, 2019 18:05 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,695 $109.52 $185,640.13
Disclosure

SEC source: 0001289419-19-000008 · 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: 22,573,288

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 $109.3500 to $109.9100. 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
January 04, 2019 Filed Jan 8, 2019 18:05 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 9,235 $108.90 $1,005,730.29
Disclosure

SEC source: 0001289419-19-000008 · 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: 22,574,983

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 $108.3500 to 109.3000. 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
January 04, 2019 Filed Jan 8, 2019 18:05 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 243 $107.70 $26,170.37
Disclosure

SEC source: 0001289419-19-000008 · 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: 22,584,218

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 $107.2950 to $108.0200. 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
January 03, 2019 Filed Jan 3, 2019 20:06 UTC Tax withholdingCommon Stock 2,051 $108.60 $222,738.60
Disclosure

SEC source: 0001289419-19-000004 · edgar.xml · nonDerivative · entry 1

Kapoor Kunal · CIK 0001451293 · CEO

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 61,196

Read SEC document
January 03, 2019 Filed Jan 4, 2019 16:11 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,800 $108.76 $195,769.80
Disclosure

SEC source: 0001289419-19-000006 · 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: 22,584,461

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 $108.6050 to $109.0000. 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
January 03, 2019 Filed Jan 4, 2019 16:11 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 11,043 $107.92 $1,191,760.56
Disclosure

SEC source: 0001289419-19-000006 · 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: 22,586,261

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 $107.6000 to $108.5700. 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
January 02, 2019 Filed Jan 4, 2019 16:11 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 460 $109.92 $50,562.74
Disclosure

SEC source: 0001289419-19-000006 · 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: 22,597,304

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 $109.8500 to 110.0300. 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
January 02, 2019 Filed Jan 4, 2019 16:11 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,766 $109.22 $520,546.33
Disclosure

SEC source: 0001289419-19-000006 · 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: 22,597,764

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 $108.8400 to $109.7900. 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
December 31, 2018 Filed Jan 2, 2019 17:43 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 26 $112.09 $2,914.24
Disclosure

SEC source: 0001289419-19-000002 · 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: 22,602,530

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 $111.9850 to $112.4550. 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
December 31, 2018 Filed Jan 2, 2019 17:43 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 560 $110.43 $61,842.98
Disclosure

SEC source: 0001289419-19-000002 · 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: 22,602,556

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 $110.1800 to $110.6400. 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
December 31, 2018 Filed Jan 2, 2019 17:43 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 10,195 $109.45 $1,115,881.49
Disclosure

SEC source: 0001289419-19-000002 · 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: 22,603,116

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 $109.1100 to $110.0600. 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
December 28, 2018 Filed Jan 2, 2019 17:43 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 28 $112.53 $3,150.84
Disclosure

SEC source: 0001289419-19-000002 · 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: 22,613,311

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
December 28, 2018 Filed Jan 2, 2019 17:43 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 1,547 $110.76 $171,339.69
Disclosure

SEC source: 0001289419-19-000002 · 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: 22,613,339

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 $110.3800 to 111.1000. 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
December 28, 2018 Filed Jan 2, 2019 17:43 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 9,799 $109.78 $1,075,766.56
Disclosure

SEC source: 0001289419-19-000002 · 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: 22,614,886

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 March 20, 2018.

F2 · price: The transaction was executed in multiple trades at prices ranging from $109.3500 to $110.2600. 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
December 27, 2018 Filed Dec 28, 2018 16:39 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,426 $109.65 $266,012.60
Disclosure

SEC source: 0001289419-18-000229 · 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: 22,624,685

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 March 20, 2018.

F6 · price: The transaction was executed in multiple trades at prices ranging from $109.46 to $109.99. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
December 27, 2018 Filed Dec 28, 2018 16:39 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 7,563 $108.87 $823,358.85
Disclosure

SEC source: 0001289419-18-000229 · 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: 22,627,111

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.

F8 · price: The transaction was executed in multiple trades at prices ranging from $108.45 to $109.44. 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
December 26, 2018 Filed Dec 28, 2018 16:39 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,654 $109.09 $289,513.98
Disclosure

SEC source: 0001289419-18-000229 · 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: 22,634,674

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.

F7 · price: The transaction was executed in multiple trades at prices ranging from $108.88 to $109.51. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
December 26, 2018 Filed Dec 28, 2018 16:39 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,343 $108.27 $253,684.58
Disclosure

SEC source: 0001289419-18-000229 · 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: 22,637,328

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 $107.855 to $108.84. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

Read SEC document
December 26, 2018 Filed Dec 28, 2018 16:39 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,149 $107.17 $230,299.52
Disclosure

SEC source: 0001289419-18-000229 · 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: 22,639,671

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 $106.83 to 107.68. 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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December 26, 2018 Filed Dec 28, 2018 16:39 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 5,914 $106.26 $628,401.53
Disclosure

SEC source: 0001289419-18-000229 · 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: 22,641,820

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 $105.83 to $106.815. 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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December 24, 2018 Filed Dec 26, 2018 14:48 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,316 $107.23 $355,581.31
Disclosure

SEC source: 0001289419-18-000227 · 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: 22,647,734

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 $106.80 to $107.60. 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
December 24, 2018 Filed Dec 26, 2018 14:48 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 5,332 $106.45 $567,617.53
Disclosure

SEC source: 0001289419-18-000227 · 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: 22,651,050

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 $105.7950 to $106.7700. 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
December 21, 2018 Filed Dec 26, 2018 14:48 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 642 $109.46 $70,270.94
Disclosure

SEC source: 0001289419-18-000227 · 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: 22,656,382

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 $109.2500 to 109.6050. 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
December 21, 2018 Filed Dec 26, 2018 14:48 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 5,011 $108.24 $542,404.67
Disclosure

SEC source: 0001289419-18-000227 · 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: 22,657,024

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 $107.9900 to $108.9500. 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
December 20, 2018 Filed Dec 21, 2018 17:45 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 500 $111.93 $55,962.50
Disclosure

SEC source: 0001289419-18-000225 · 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: 22,662,035

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 $111.8200 to $112.1300. 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
December 20, 2018 Filed Dec 21, 2018 17:45 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 2,475 $111.19 $275,199.46
Disclosure

SEC source: 0001289419-18-000225 · 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: 22,662,535

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 $110.7900 to $111.6100. 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
December 19, 2018 Filed Dec 21, 2018 17:45 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4 $114.55 $458.20
Disclosure

SEC source: 0001289419-18-000225 · 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: 22,665,010

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
December 19, 2018 Filed Dec 21, 2018 17:45 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 3,964 $113.85 $451,313.69
Disclosure

SEC source: 0001289419-18-000225 · 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: 22,665,014

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 20, 2018.

F4 · price: The transaction was executed in multiple trades at prices ranging from $113.5100 to $114.4500. 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
December 19, 2018 Filed Dec 21, 2018 17:45 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,424 $113.14 $500,534.90
Disclosure

SEC source: 0001289419-18-000225 · 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: 22,668,978

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 $112.5000 to 113.4600. 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
December 19, 2018 Filed Dec 21, 2018 17:45 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 4,369 $111.77 $488,307.40
Disclosure

SEC source: 0001289419-18-000225 · 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: 22,673,402

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 $111.3700 to $112.1800. 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
December 18, 2018 Filed Dec 19, 2018 17:54 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 5,094 $113.53 $578,299.41
Disclosure

SEC source: 0001289419-18-000223 · 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: 22,677,771

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 March 20, 2018.

F4 · price: The transaction was executed in multiple trades at prices ranging from $113.2600 to $114.0650. 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
December 18, 2018 Filed Dec 19, 2018 17:54 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 8,417 $112.80 $949,431.71
Disclosure

SEC source: 0001289419-18-000223 · 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: 22,682,865

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

F3 · price: The transaction was executed in multiple trades at prices ranging from $112.2500 to $113.2350. 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
December 17, 2018 Filed Dec 19, 2018 17:54 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 200 $114.45 $22,890.00
Disclosure

SEC source: 0001289419-18-000223 · 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: 22,691,282

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
December 17, 2018 Filed Dec 19, 2018 17:54 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 7,254 $113.80 $825,491.42
Disclosure

SEC source: 0001289419-18-000223 · 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: 22,691,482

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 $113.4200 to $114.4000. 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
December 14, 2018 Filed Dec 17, 2018 17:12 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 34 $115.83 $3,938.22
Disclosure

SEC source: 0001289419-18-000221 · 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: 22,698,736

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
December 14, 2018 Filed Dec 17, 2018 17:12 UTC
Mansueto Joseph DDirector · Executive Chairman · 10% owner
SaleCommon Stock 9,891 $115.28 $1,140,240.41
Disclosure

SEC source: 0001289419-18-000221 · 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: 22,698,770

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 $114.7900 to $115.7700. 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

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