Last 12 months
Inside the activity.
1 purchase rows · 259 sale rows
Disclosed non-derivative P/S rows, by transaction month. Includes amendments and private transactions.Monthly counts
| Month | Purchases | Sales |
|---|---|---|
| Nov 2025 | 0 | 49 |
| Dec 2025 | 0 | 1 |
| Jan 2026 | 0 | 0 |
| Feb 2026 | 0 | 70 |
| Mar 2026 | 1 | 1 |
| Apr 2026 | 0 | 0 |
| May 2026 | 0 | 72 |
| Jun 2026 | 0 | 0 |
| Jul 2026 | 0 | 0 |
| Aug 2026 | 0 | 66 |
| Sep 2026 | 0 | 0 |
| Oct 2026 | 0 | 0 |
Latest available
Insider transactions
Purchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Owner / reported role | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 15, 2018 Filed May 16, 2018 15:37 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 6,681 | $112.89 | $754,218.09 |
DisclosureSEC source: 0001289419-18-000024 · 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: 23,690,517 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 $112.6650 to $113.59. 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 15, 2018 Filed May 16, 2018 15:37 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,053 | $112.22 | $230,381.09 |
DisclosureSEC source: 0001289419-18-000024 · 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: 23,697,198 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. F4 · price: The transaction was executed in multiple trades at prices ranging from $111.63 to $112.61. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 15, 2018 Filed May 17, 2018 11:49 UTC |
ZENTMYER HUGH JDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000038 · edgar.xml · nonDerivative · entry 1 ZENTMYER HUGH J · CIK 0001180977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,030 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2019. Read SEC document |
| May 15, 2018 Filed May 17, 2018 15:21 UTC |
DUBINSKY JASONChief Financial Officer
|
GrantMarket Stock Units · Derivative | 1,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000054 · edgar.xml · derivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,440 Underlying: Common Stock · 1,014 shares Expires 2021-05-15 F2 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2021. F2 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2021. Read SEC document |
| May 15, 2018 Filed May 17, 2018 15:21 UTC |
DUBINSKY JASONChief Financial Officer
|
GrantCommon Stock (Restricted Stock Units) | 4,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000054 · edgar.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,975 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2019. Read SEC document |
| May 15, 2018 Filed May 17, 2018 15:24 UTC |
Rothschild TriciaChief Product Officer
|
GrantMarket Stock Units · Derivative | 901 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000057 · edgar.xml · derivative · entry 3 Rothschild Tricia · CIK 0001693979 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,563 Underlying: Common Stock · 901 shares Expires 2021-05-15 F2 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2021. F2 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2021. Read SEC document |
| May 15, 2018 Filed May 17, 2018 15:24 UTC |
Rothschild TriciaChief Product Officer
|
Tax withholdingCommon Stock | 299 | $112.22 | $33,553.78 |
DisclosureSEC source: 0001289419-18-000057 · edgar.xml · nonDerivative · entry 2 Rothschild Tricia · CIK 0001693979 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,823 Read SEC document |
| May 15, 2018 Filed May 17, 2018 15:24 UTC |
Rothschild TriciaChief Product Officer
|
GrantCommon Stock (Restricted Stock Units) | 1,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000057 · edgar.xml · nonDerivative · entry 1 Rothschild Tricia · CIK 0001693979 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,122 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2019. Read SEC document |
| May 15, 2018 Filed May 17, 2018 15:20 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantMarket Stock Units · Derivative | 676 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000052 · edgar.xml · derivative · entry 3 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,169 Underlying: Common Stock · 676 shares Expires 2021-05-15 F2 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2021. F2 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2021. Read SEC document |
| May 15, 2018 Filed May 17, 2018 15:20 UTC |
Dunn Daniel JosephChief Revenue Officer
|
Tax withholdingCommon Stock | 195 | $112.22 | $21,882.90 |
DisclosureSEC source: 0001289419-18-000052 · edgar.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,799 Read SEC document |
| May 15, 2018 Filed May 17, 2018 15:20 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantCommon Stock (Restricted Stock Units) | 1,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000052 · edgar.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,994 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2019. Read SEC document |
| May 15, 2018 Filed May 17, 2018 19:24 UTC |
Kapoor KunalCEO
|
GrantMarket Stock Units · Derivative | 6,011 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000058 · edgar.xml · derivative · entry 4 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,958 Underlying: Common Stock · 6,011 shares Expires 2021-05-15 F3 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2021. F3 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2021. Read SEC document |
| May 15, 2018 Filed May 17, 2018 19:24 UTC |
Kapoor KunalCEO
|
Tax withholdingCommon Stock | 1,033 | $112.22 | $115,923.26 |
DisclosureSEC source: 0001289419-18-000058 · edgar.xml · nonDerivative · entry 3 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,447 Read SEC document |
| May 15, 2018 Filed May 17, 2018 19:24 UTC |
Kapoor KunalCEO
|
GrantCommon Stock (Restricted Stock Units) | 1,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000058 · edgar.xml · nonDerivative · entry 2 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,480 F2 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units fully vest May 15, 2019. Read SEC document |
| May 15, 2018 Filed May 17, 2018 19:24 UTC |
Kapoor KunalCEO
|
GrantCommon Stock (Restricted Stock Units) | 4,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000058 · edgar.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,473 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units fully vest in four equal installments beginning May 15, 2019. Read SEC document |
| May 15, 2018 Filed May 17, 2018 15:48 UTC |
Lyons William MDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000036 · edgar.xml · nonDerivative · entry 1 Lyons William M · CIK 0001411724 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,377 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2019. Read SEC document |
| May 15, 2018 Filed May 17, 2018 19:23 UTC |
Needham DanielPres., Investment Management
|
GrantMarket Stock Units · Derivative | 901 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000056 · edgar.xml · derivative · entry 3 Needham Daniel · CIK 0001631881 · Pres., Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,394 Underlying: Common Stock · 901 shares Expires 2021-05-15 F2 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2021. F2 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2021. Read SEC document |
| May 15, 2018 Filed May 17, 2018 19:23 UTC |
Needham DanielPres., Investment Management
|
Tax withholdingCommon Stock | 815 | $112.22 | $91,459.30 |
DisclosureSEC source: 0001289419-18-000056 · edgar.xml · nonDerivative · entry 2 Needham Daniel · CIK 0001631881 · Pres., Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,306 Read SEC document |
| May 15, 2018 Filed May 17, 2018 19:23 UTC |
Needham DanielPres., Investment Management
|
GrantCommon Stock (Restricted Stock Units) | 1,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000056 · edgar.xml · nonDerivative · entry 1 Needham Daniel · CIK 0001631881 · Pres., Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 24,121 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2019. Read SEC document |
| May 15, 2018 Filed May 17, 2018 19:22 UTC |
Kelly HaywoodHead of Global Fund Research
|
GrantMarket Stock Units · Derivative | 789 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000055 · edgar.xml · derivative · entry 4 Kelly Haywood · CIK 0001595495 · Head of Global Fund Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,570 Underlying: Common Stock · 789 shares Expires 2021-05-15 F2 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2021. F2 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2021. Read SEC document |
| May 15, 2018 Filed May 17, 2018 19:22 UTC |
Kelly HaywoodHead of Global Fund Research
|
Tax withholdingCommon Stock | 785 | $112.22 | $88,092.70 |
DisclosureSEC source: 0001289419-18-000055 · edgar.xml · nonDerivative · entry 2 Kelly Haywood · CIK 0001595495 · Head of Global Fund Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,033 Read SEC document |
| May 15, 2018 Filed May 17, 2018 19:22 UTC |
Kelly HaywoodHead of Global Fund Research
|
GrantCommon Stock (Restricted Stock Units) | 1,559 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000055 · edgar.xml · nonDerivative · entry 1 Kelly Haywood · CIK 0001595495 · Head of Global Fund Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,818 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2019. Read SEC document |
| May 15, 2018 Filed May 17, 2018 19:21 UTC |
Desmond BevinHead of Talent and Culture
|
GrantMarket Stock Units · Derivative | 901 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000053 · edgar.xml · derivative · entry 4 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,394 Underlying: Common Stock · 901 shares Expires 2021-05-15 F2 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2021. F2 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2021. Read SEC document |
| May 15, 2018 Filed May 17, 2018 19:21 UTC |
Desmond BevinHead of Talent and Culture
|
Tax withholdingCommon Stock | 927 | $112.22 | $104,027.94 |
DisclosureSEC source: 0001289419-18-000053 · edgar.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,943 Read SEC document |
| May 15, 2018 Filed May 17, 2018 19:21 UTC |
Desmond BevinHead of Talent and Culture
|
GrantCommon Stock (Restricted Stock Units) | 1,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000053 · edgar.xml · nonDerivative · entry 1 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,870 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2019. Read SEC document |
| May 15, 2018 Filed May 17, 2018 19:19 UTC |
Maloney Patrick JGeneral Counsel
|
GrantMarket Stock Units · Derivative | 563 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000051 · edgar.xml · derivative · entry 3 Maloney Patrick J · CIK 0001677356 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,988 Underlying: Common Stock · 563 shares Expires 2021-05-15 F2 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2021. F2 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2021. Read SEC document |
| May 15, 2018 Filed May 17, 2018 19:19 UTC |
Maloney Patrick JGeneral Counsel
|
Tax withholdingCommon Stock | 98 | $112.22 | $10,997.56 |
DisclosureSEC source: 0001289419-18-000051 · edgar.xml · nonDerivative · entry 2 Maloney Patrick J · CIK 0001677356 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,344 Read SEC document |
| May 15, 2018 Filed May 17, 2018 19:19 UTC |
Maloney Patrick JGeneral Counsel
|
GrantCommon Stock (Restricted Stock Units) | 1,113 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000051 · edgar.xml · nonDerivative · entry 1 Maloney Patrick J · CIK 0001677356 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,442 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2019. Read SEC document |
| May 15, 2018 Filed May 17, 2018 15:51 UTC |
Diamonte RobinDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000041 · edgar.xml · nonDerivative · entry 1 Diamonte Robin · CIK 0001660012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,118 F1 · security: Each restricted stock unit represents a contigent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2019. Read SEC document |
| May 15, 2018 Filed May 17, 2018 15:50 UTC |
FRANCIS CHERYL ADirector
|
GrantCommon Stock (Restricted Stock Units) | 1,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000040 · edgar.xml · nonDerivative · entry 1 FRANCIS CHERYL A · CIK 0001197386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,765 F1 · security: Each restricted stock unit represents a contigent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2019. Read SEC document |
| May 15, 2018 Filed May 17, 2018 15:50 UTC |
Kaplan Steven NDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000039 · edgar.xml · nonDerivative · entry 1 Kaplan Steven N · CIK 0001324001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 43,357 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2019. Read SEC document |
| May 15, 2018 Filed May 17, 2018 15:48 UTC |
Landis Gail SDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000037 · edgar.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,686 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2019. Read SEC document |
| May 15, 2018 Filed May 17, 2018 15:47 UTC |
TSAY CAROLINE JDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000035 · edgar.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,659 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2019. Read SEC document |
| May 15, 2018 Filed May 17, 2018 15:46 UTC |
NOONAN JACKDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000034 · edgar.xml · nonDerivative · entry 1 NOONAN JACK · CIK 0001205346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,680 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2019. Read SEC document |
| May 14, 2018 Filed May 16, 2018 15:37 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 500 | $112.27 | $56,136.00 |
DisclosureSEC source: 0001289419-18-000024 · 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: 23,699,251 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 $112.23 to $112.32. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 14, 2018 Filed May 16, 2018 15:37 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 9,300 | $111.88 | $1,040,461.68 |
DisclosureSEC source: 0001289419-18-000024 · 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: 23,699,751 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 $111.23 to $112.14. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 11, 2018 Filed May 14, 2018 15:29 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,644 | $111.69 | $295,320.79 |
DisclosureSEC source: 0001289419-18-000022 · 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: 23,709,051 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 $111.53 to $112.3350. 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 11, 2018 Filed May 14, 2018 15:29 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 5,218 | $111.30 | $580,769.14 |
DisclosureSEC source: 0001289419-18-000022 · 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: 23,711,695 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 $110.52 to $111.51. 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 |
| May 10, 2018 Filed May 14, 2018 15:29 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 647 | $111.57 | $72,183.27 |
DisclosureSEC source: 0001289419-18-000022 · 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: 23,716,913 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 $111.5150 to $111.84. 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 |
| May 10, 2018 Filed May 14, 2018 15:29 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 10,470 | $111.18 | $1,164,080.78 |
DisclosureSEC source: 0001289419-18-000022 · 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: 23,717,560 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 $110.51 to $111.49. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 09, 2018 Filed May 11, 2018 16:37 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 6,940 | $110.46 | $766,569.50 |
DisclosureSEC source: 0001289419-18-000020 · 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: 23,728,030 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 $110.02 to $110.99. 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 |
| May 09, 2018 Filed May 11, 2018 16:37 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,906 | $109.71 | $209,104.40 |
DisclosureSEC source: 0001289419-18-000020 · 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: 23,734,970 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 $109.02 to $109.96. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 08, 2018 Filed May 9, 2018 15:17 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,227 | $110.18 | $355,548.60 |
DisclosureSEC source: 0001289419-18-000018 · 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: 23,736,876 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. F6 · price: The transaction was executed in multiple trades at prices ranging from $109.93 to $110.63. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 08, 2018 Filed May 9, 2018 15:17 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 6,965 | $109.43 | $762,204.33 |
DisclosureSEC source: 0001289419-18-000018 · 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: 23,740,103 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. F5 · price: The transaction was executed in multiple trades at prices ranging from $108.9250 to $109.9150. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 08, 2018 Filed May 9, 2018 15:17 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,600 | $108.31 | $173,300.96 |
DisclosureSEC source: 0001289419-18-000018 · 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: 23,747,068 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 $107.65 to $108.59. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 07, 2018 Filed May 9, 2018 15:17 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,318 | $108.84 | $469,981.92 |
DisclosureSEC source: 0001289419-18-000018 · 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: 23,748,668 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 $108.32 to $109.14. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 07, 2018 Filed May 9, 2018 15:17 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 5,961 | $107.64 | $641,630.71 |
DisclosureSEC source: 0001289419-18-000018 · 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: 23,752,986 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 20, 2018. F2 · price: The transaction was executed in multiple trades at prices ranging from $107.09 to $108.1050. 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 |
| May 04, 2018 Filed May 7, 2018 14:21 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 6,513 | $107.80 | $702,099.45 |
DisclosureSEC source: 0001289419-18-000016 · 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: 23,758,947 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 20, 2018. F4 · price: The transaction was executed in multiple trades at prices ranging from $107.61 to $108.24. 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 04, 2018 Filed May 7, 2018 14:21 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 6,052 | $107.31 | $649,414.70 |
DisclosureSEC source: 0001289419-18-000016 · 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: 23,765,460 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 20, 2018. F3 · price: The transaction was executed in multiple trades at prices ranging from $106.59 to $107.585. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 03, 2018 Filed May 7, 2018 14:21 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 8,344 | $107.36 | $895,801.83 |
DisclosureSEC source: 0001289419-18-000016 · 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: 23,771,512 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 $107.09 to $107.885. 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.