Last 12 months
Inside the activity.
1 purchase rows · 259 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 49 |
| Dec 2025 | 0 | 1 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 70 |
| Mar 2026 | 1 | 1 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 72 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 66 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| December 14, 2018 Filed Dec 17, 2018 17:12 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,801 | $114.40 | $434,837.44 |
DisclosureSEC source: 0001289419-18-000221 · 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: 22,708,661 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 $113.7600 to $114.7200. 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 13, 2018 Filed Dec 17, 2018 17:12 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 5,024 | $114.80 | $576,762.23 |
DisclosureSEC source: 0001289419-18-000221 · 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: 22,712,462 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 $114.5200 to $115.2000. 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. Read SEC document |
| December 13, 2018 Filed Dec 17, 2018 17:12 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,378 | $113.98 | $498,997.00 |
DisclosureSEC source: 0001289419-18-000221 · 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: 22,717,486 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 $113.5100 to $114.4850. 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 13, 2018 Filed Dec 17, 2018 17:12 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,225 | $113.27 | $252,024.64 |
DisclosureSEC source: 0001289419-18-000221 · 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: 22,721,864 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 $112.5000 to $113.4900. 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 12, 2018 Filed Dec 13, 2018 16:49 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 384 | $114.64 | $44,022.76 |
DisclosureSEC source: 0001289419-18-000219 · 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: 22,724,089 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 $114.5900 to $114.8000. 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 |
| December 12, 2018 Filed Dec 13, 2018 16:49 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 6,646 | $114.00 | $757,622.07 |
DisclosureSEC source: 0001289419-18-000219 · 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: 22,724,473 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 $113.5150 to $114.5050. 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 12, 2018 Filed Dec 13, 2018 16:49 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,748 | $113.16 | $424,111.31 |
DisclosureSEC source: 0001289419-18-000219 · 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: 22,731,119 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 $112.5200 to $113.5100. 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 |
| December 11, 2018 Filed Dec 13, 2018 16:49 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 9 | $113.60 | $1,022.38 |
DisclosureSEC source: 0001289419-18-000219 · 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: 22,734,867 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 $113.5900 to $113.6250. 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 11, 2018 Filed Dec 13, 2018 16:49 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,855 | $112.94 | $548,316.90 |
DisclosureSEC source: 0001289419-18-000219 · 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: 22,734,876 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 $112.5800 to $113.5000. 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 11, 2018 Filed Dec 13, 2018 16:49 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,843 | $112.03 | $542,537.56 |
DisclosureSEC source: 0001289419-18-000219 · 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: 22,739,731 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 $111.5700 to $112.5550. 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 10, 2018 Filed Dec 11, 2018 16:52 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 423 | $114.61 | $48,480.71 |
DisclosureSEC source: 0001289419-18-000217 · 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: 22,744,574 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. F3 · price: The transaction was executed in multiple trades at prices ranging from $114.2100 to $115.0000. 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 |
| December 07, 2018 Filed Dec 11, 2018 16:52 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 9,255 | $115.84 | $1,072,052.93 |
DisclosureSEC source: 0001289419-18-000217 · 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: 22,744,997 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 $115.4800 to $116.4400. 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 06, 2018 Filed Dec 7, 2018 16:13 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 30 | $117.38 | $3,521.40 |
DisclosureSEC source: 0001289419-18-000215 · 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: 22,754,252 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 06, 2018 Filed Dec 7, 2018 16:13 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 8,366 | $116.60 | $975,439.63 |
DisclosureSEC source: 0001289419-18-000215 · 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: 22,754,282 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. F3 · price: The transaction was executed in multiple trades at prices ranging from $116.2100 to $117.1300. 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 04, 2018 Filed Dec 7, 2018 16:13 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,900 | $118.14 | $224,474.55 |
DisclosureSEC source: 0001289419-18-000215 · 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: 22,762,648 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 $118.0900 to $118.4250. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 03, 2018 Filed Dec 4, 2018 19:51 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,548 | $119.25 | $303,860.21 |
DisclosureSEC source: 0001289419-18-000213 · 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: 22,764,548 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 $119.1400 to $119.4100. 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 03, 2018 Filed Dec 4, 2018 19:51 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,559 | $118.77 | $541,492.03 |
DisclosureSEC source: 0001289419-18-000213 · 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: 22,767,096 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 $118.1450 to $119.1300. 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 03, 2018 Filed Dec 4, 2018 19:51 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,155 | $117.80 | $371,650.80 |
DisclosureSEC source: 0001289419-18-000213 · 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: 22,771,655 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 $117.1400 to $118.1300. 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 |
| November 30, 2018 Filed Dec 4, 2018 19:51 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 400 | $119.66 | $47,862.24 |
DisclosureSEC source: 0001289419-18-000213 · 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: 22,774,810 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 $119.5900 to $119.7400. 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 |
| November 30, 2018 Filed Dec 4, 2018 19:51 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 6,305 | $118.61 | $747,827.85 |
DisclosureSEC source: 0001289419-18-000213 · 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: 22,775,210 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 $118.3400 to $119.2900. 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 |
| November 29, 2018 Filed Nov 30, 2018 17:38 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,863 | $120.20 | $223,934.46 |
DisclosureSEC source: 0001289419-18-000211 · edgar.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,781,515 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 $119.8800 to $120.5700. 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 |
| November 29, 2018 Filed Nov 30, 2018 17:38 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,309 | $119.39 | $514,456.68 |
DisclosureSEC source: 0001289419-18-000211 · 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: 22,783,378 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 20, 2018. F7 · price: The transaction was executed in multiple trades at prices ranging from $118.8100 to $119.8000. 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 |
| November 29, 2018 Filed Nov 30, 2018 17:38 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,636 | $118.32 | $430,194.07 |
DisclosureSEC source: 0001289419-18-000211 · 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: 22,787,687 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 20, 2018. F6 · price: The transaction was executed in multiple trades at prices ranging from $117.7750 to $118.7475. 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 |
| November 28, 2018 Filed Nov 30, 2018 17:38 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 6,775 | $118.68 | $804,074.62 |
DisclosureSEC source: 0001289419-18-000211 · 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: 22,791,323 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 20, 2018. F5 · price: The transaction was executed in multiple trades at prices ranging from $118.3400 to $119.0700. 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 |
| November 28, 2018 Filed Nov 30, 2018 17:38 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,500 | $117.23 | $175,840.95 |
DisclosureSEC source: 0001289419-18-000211 · 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: 22,798,098 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 $117.0000 to $117.5800. 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 |
| November 28, 2018 Filed Nov 30, 2018 17:38 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,400 | $116.24 | $278,966.88 |
DisclosureSEC source: 0001289419-18-000211 · 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: 22,799,598 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 $115.7000 to $116.6300. 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 |
| November 28, 2018 Filed Nov 30, 2018 17:38 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 200 | $115.09 | $23,018.00 |
DisclosureSEC source: 0001289419-18-000211 · 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: 22,801,998 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 $114.6400 to $115.5400. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 27, 2018 Filed Nov 28, 2018 17:56 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 133 | $116.06 | $15,435.87 |
DisclosureSEC source: 0001289419-18-000209 · 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: 22,802,198 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 $115.8900 to $116.1150. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 27, 2018 Filed Nov 28, 2018 17:56 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 8,503 | $115.29 | $980,316.82 |
DisclosureSEC source: 0001289419-18-000209 · 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: 22,802,331 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 $114.8700 to $115.8000. 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 |
| November 26, 2018 Filed Nov 28, 2018 17:56 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,007 | $116.57 | $117,381.86 |
DisclosureSEC source: 0001289419-18-000209 · 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: 22,810,834 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 $116.4100 to $116.8550. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 26, 2018 Filed Nov 28, 2018 17:56 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 5,296 | $115.91 | $613,872.07 |
DisclosureSEC source: 0001289419-18-000209 · 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: 22,811,841 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 $115.3950 to $116.3700. 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 |
| November 26, 2018 Filed Nov 28, 2018 17:56 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,204 | $114.88 | $138,319.73 |
DisclosureSEC source: 0001289419-18-000209 · 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: 22,817,137 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 $114.3700 to $115.3600. 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 |
| November 23, 2018 Filed Nov 26, 2018 16:57 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,720 | $115.29 | $544,164.55 |
DisclosureSEC source: 0001289419-18-000207 · 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: 22,891,341 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 $115.0200 to $115.7800. 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 |
| November 21, 2018 Filed Nov 26, 2018 16:57 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 850 | $117.12 | $99,554.89 |
DisclosureSEC source: 0001289419-18-000207 · 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: 22,896,061 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 $116.9400 to $117.2500. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 21, 2018 Filed Nov 26, 2018 16:57 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,725 | $116.33 | $549,682.40 |
DisclosureSEC source: 0001289419-18-000207 · 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: 22,896,911 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 $115.9300 to $116.8600. 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 |
| November 21, 2018 Filed Nov 26, 2018 16:57 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,450 | $115.27 | $167,146.00 |
DisclosureSEC source: 0001289419-18-000207 · 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: 22,901,636 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 $114.9300 to $115.9200. 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 |
| November 20, 2018 Filed Nov 21, 2018 16:14 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 156 | $117.36 | $18,307.38 |
DisclosureSEC source: 0001289419-18-000205 · 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: 22,903,086 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 |
| November 20, 2018 Filed Nov 21, 2018 16:14 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 100 | $117.03 | $11,703.00 |
DisclosureSEC source: 0001289419-18-000205 · 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: 22,903,242 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 |
| November 19, 2018 Filed Nov 20, 2018 19:29 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 425 | $120.51 | $51,216.11 |
DisclosureSEC source: 0001289419-18-000203 · 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: 22,903,342 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 · shares: The transaction was executed in multiple trades at prices ranging from $120.3400 to $120.7500. 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 |
| November 16, 2018 Filed Nov 19, 2018 16:22 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,013 | $122.17 | $368,094.59 |
DisclosureSEC source: 0001289419-18-000199 · 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: 22,903,767 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 $121.9300 to $122.4350. 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 |
| November 16, 2018 Filed Nov 19, 2018 16:22 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,850 | $121.47 | $589,131.93 |
DisclosureSEC source: 0001289419-18-000199 · 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: 22,906,780 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 20, 2018. F5 · price: The transaction was executed in multiple trades at prices ranging from $120.9200 to $121.8600. 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 |
| November 16, 2018 Filed Nov 28, 2018 17:56 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
GiftCommon Stock | 73,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000209 · 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: 22,818,341 Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 11:12 UTC |
DUBINSKY JASONChief Financial Officer
|
GrantMarket Stock Units · Derivative | 1,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000195 · edgar.xml · derivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,469 Underlying: Common Stock · 1,029 shares Expires 2021-11-15 F1 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 14, 2021. F1 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 14, 2021. Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 11:12 UTC |
DUBINSKY JASONChief Financial Officer
|
Tax withholdingCommon Stock | 1,846 | $120.58 | $222,590.68 |
DisclosureSEC source: 0001289419-18-000195 · edgar.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,129 Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 11:02 UTC |
Rothschild TriciaChief Product Officer
|
GrantMarket Stock Units · Derivative | 915 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000186 · edgar.xml · derivative · entry 2 Rothschild Tricia · CIK 0001693979 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,478 Underlying: Common Stock · 915 shares Expires 2021-11-15 F1 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 14, 2021. F1 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 14, 2021. Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 11:02 UTC |
Rothschild TriciaChief Product Officer
|
Tax withholdingCommon Stock | 124 | $120.58 | $14,951.92 |
DisclosureSEC source: 0001289419-18-000186 · edgar.xml · nonDerivative · entry 1 Rothschild Tricia · CIK 0001693979 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,641 Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 11:15 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantMarket Stock Units · Derivative | 686 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000196 · edgar.xml · derivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,855 Underlying: Common Stock · 686 shares Expires 2021-11-15 F1 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 14, 2021. F1 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 14, 2021. Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 16:04 UTC |
Kapoor KunalCEO
|
GrantMarket Stock Units · Derivative | 6,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000188 · edgar.xml · derivative · entry 1 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,059 Underlying: Common Stock · 6,101 shares Expires 2021-11-15 F1 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 14, 2021. F1 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 14, 2021. Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 19:15 UTC Amendment |
Lyons William MDirector
|
SaleCommon Stock | 625 | $119.13 | $74,456.25 |
DisclosureSEC source: 0001289419-18-000201 · edgar.xml · nonDerivative · entry 1 Lyons William M · CIK 0001411724 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,877 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 May 14, 2018. F2 · kind: This Form 4 is being amended to reflect the reporting person's sale of 625 shares. The original Form 4 erroneously reported the purchase of 625 shares. Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 16:21 UTC |
Lyons William MDirector
|
PurchaseCommon Stock | 625 | $119.13 | $74,456.25 |
DisclosureSEC source: 0001289419-18-000198 · edgar.xml · nonDerivative · entry 1 Lyons William M · CIK 0001411724 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 14,877 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 May 14, 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.