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, 2025 Filed May 16, 2025 21:27 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 350 | $306.66 | $107,332.37 |
DisclosureSEC source: 0001289419-25-000094 · wk-form4_1747430838.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,457,556 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 November 15, 2024. F3 · price: The transaction was executed in multiple trades at prices ranging from $306.4600 to $307.0600. The price reported above reflects the weighted average sales 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, 2025 Filed May 16, 2025 21:27 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 6,575 | $305.94 | $2,011,583.12 |
DisclosureSEC source: 0001289419-25-000094 · wk-form4_1747430838.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,457,906 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F2 · price: The transaction was executed in multiple trades at prices ranging from $305.4400 to $306.4350. The price reported above reflects the weighted average sales 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, 2025 Filed May 20, 2025 00:36 UTC |
JOYNT STEPHENDirector
|
GrantCommon Stock (Restricted Stock Units) | 620 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000100 · wk-form4_1747701370.xml · nonDerivative · entry 1 JOYNT STEPHEN · CIK 0001112639 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,138 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, 2026. Read SEC document |
| May 15, 2025 Filed May 20, 2025 00:40 UTC |
Holt MichaelChief Financial Officer
|
GrantMarket Stock Units · Derivative | 1,346 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000104 · wk-form4_1747701596.xml · derivative · entry 5 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,346 Underlying: Common Stock · 1,346 shares Expires 2028-05-14 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, 2028. 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, 2028. Read SEC document |
| May 15, 2025 Filed May 20, 2025 00:40 UTC |
Holt MichaelChief Financial Officer
|
GrantCommon Stock (Restricted Stock Units) | 897 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000104 · wk-form4_1747701596.xml · nonDerivative · entry 1 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,472 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, 2026. Read SEC document |
| May 15, 2025 Filed May 20, 2025 01:05 UTC |
Wiersema ConanCAO & PAO
|
GrantMarket Stock Units · Derivative | 203 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000120 · wk-form4_1747703148.xml · derivative · entry 5 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 203 Underlying: Common Stock · 203 shares Expires 2028-05-14 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, 2028. 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, 2028. Read SEC document |
| May 15, 2025 Filed May 20, 2025 01:05 UTC |
Wiersema ConanCAO & PAO
|
GrantConmon Stock (Restricted Units) | 407 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000120 · wk-form4_1747703148.xml · nonDerivative · entry 1 Wiersema Conan · CIK 0002015224 · CAO & PAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,477 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, 2026. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:49 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantMarket Stock Units · Derivative | 1,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000108 · wk-form4_1747702183.xml · derivative · entry 5 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,835 Underlying: Common Stock · 1,835 shares Expires 2027-11-14 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, 2028. 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, 2028. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:49 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantCommon Stock (Restricted Stock Units) | 1,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000108 · wk-form4_1747702183.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,271 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, 2026. Read SEC document |
| May 15, 2025 Filed May 20, 2025 01:37 UTC |
Kapoor KunalDirector · CEO
|
GrantMarket Stock Units · Derivative | 7,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000122 · wk-form4_1747705056.xml · derivative · entry 5 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,477 Underlying: Common Stock · 7,477 shares Expires 2027-11-14 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 November 14, 2028. 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 November 14, 2028. Read SEC document |
| May 15, 2025 Filed May 20, 2025 01:37 UTC |
Kapoor KunalDirector · CEO
|
GrantCommon Stock (Restricted Stock Units) | 4,985 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000122 · wk-form4_1747705056.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,292 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 on May 15, 2023. Read SEC document |
| May 15, 2025 Filed May 20, 2025 00:31 UTC |
Lyons William MDirector
|
GrantCommon Stock (Restricted Stock Units) | 620 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000096 · wk-form4_1747701112.xml · nonDerivative · entry 1 Lyons William M · CIK 0001411724 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 13,460 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, 2026. Read SEC document |
| May 15, 2025 Filed May 20, 2025 01:02 UTC |
Diamonte RobinDirector
|
GrantCommon Stock (Restricted Stock Units) | 620 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000116 · wk-form4_1747702919.xml · nonDerivative · entry 1 Diamonte Robin · CIK 0001660012 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,194 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, 2026 Read SEC document |
| May 15, 2025 Filed May 20, 2025 01:04 UTC |
TSAY CAROLINE JDirector
|
GrantCommon Stock (Restricted Stock Units) | 620 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000118 · wk-form4_1747703080.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,544.5115 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, 2026. Read SEC document |
| May 15, 2025 Filed May 20, 2025 00:56 UTC |
FRANCIS CHERYL ADirector
|
GrantCommon Stock (Restricted Stock Units) | 620 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000113 · wk-form4_1747702611.xml · nonDerivative · entry 1 FRANCIS CHERYL A · CIK 0001197386 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 35,790 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, 2026. Read SEC document |
| May 15, 2025 Filed May 20, 2025 00:51 UTC |
Landis Gail SDirector
|
GrantCommon Stock (Restricted Stock Units) | 620 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000110 · wk-form4_1747702307.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,069 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, 2026. Read SEC document |
| May 15, 2025 Filed May 20, 2025 00:41 UTC |
Kaplan Steven NDirector
|
GrantCommon Stock (Restricted Stock Units) | 620 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000106 · wk-form4_1747701707.xml · nonDerivative · entry 1 Kaplan Steven N · CIK 0001324001 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 41,936 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, 2026. Read SEC document |
| May 15, 2025 Filed May 20, 2025 00:38 UTC |
Sutton DonielDirector
|
GrantCommon Stock (Restricted Stock Units) | 620 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000102 · wk-form4_1747701496.xml · nonDerivative · entry 1 Sutton Doniel · CIK 0001842360 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,826 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, 2026. Read SEC document |
| May 14, 2025 Filed May 15, 2025 21:52 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,412 | $306.67 | $739,695.28 |
DisclosureSEC source: 0001289419-25-000092 · wk-form4_1747345966.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,464,481 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F6 · price: The transaction was executed in multiple trades at prices ranging from $306.4900 to $306.9650. The price reported above reflects the weighted average sales 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 13, 2025 Filed May 15, 2025 21:52 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 226 | $311.65 | $70,433.69 |
DisclosureSEC source: 0001289419-25-000092 · wk-form4_1747345966.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,466,893 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F5 · price: The transaction was executed in multiple trades at prices ranging from $311.6150 to $311.9500. The price reported above reflects the weighted average sales 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 13, 2025 Filed May 15, 2025 21:52 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 759 | $310.90 | $235,975.15 |
DisclosureSEC source: 0001289419-25-000092 · wk-form4_1747345966.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,467,119 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 November 15, 2024. F4 · price: The transaction was executed in multiple trades at prices ranging from $310.5800 to $311.1400. The price reported above reflects the weighted average sales 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 13, 2025 Filed May 15, 2025 21:52 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,727 | $309.97 | $1,465,231.03 |
DisclosureSEC source: 0001289419-25-000092 · wk-form4_1747345966.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,467,878 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F3 · price: The transaction was executed in multiple trades at prices ranging from $309.5000 to $310.4650. The price reported above reflects the weighted average sales 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 13, 2025 Filed May 15, 2025 21:52 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,350 | $309.07 | $417,244.23 |
DisclosureSEC source: 0001289419-25-000092 · wk-form4_1747345966.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,472,605 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F2 · price: The transaction was executed in multiple trades at prices ranging from $308.4350 to $309.3900. The price reported above reflects the weighted average sales 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 12, 2025 Filed May 13, 2025 21:09 UTC |
Holt MichaelChief Financial Officer
|
SaleCommon Stock | 353 | $309.01 | $109,080.53 |
DisclosureSEC source: 0001289419-25-000086 · wk-form4_1747170554.xml · nonDerivative · entry 1 Holt Michael · CIK 0002050530 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,575 Read SEC document |
| May 12, 2025 Filed May 13, 2025 21:11 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,698 | $311.73 | $529,311.77 |
DisclosureSEC source: 0001289419-25-000088 · wk-form4_1747170693.xml · nonDerivative · entry 8 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,473,955 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F9 · price: The transaction was executed in multiple trades at prices ranging from $310.8750 to $311.6400. The price reported above reflects the weighted average sales 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 12, 2025 Filed May 13, 2025 21:11 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,232 | $310.22 | $382,193.63 |
DisclosureSEC source: 0001289419-25-000088 · wk-form4_1747170693.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,475,653 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F8 · price: The transaction was executed in multiple trades at prices ranging from $309.8700 to $310.7350. The price reported above reflects the weighted average sales 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 12, 2025 Filed May 13, 2025 21:11 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,240 | $309.36 | $383,600.94 |
DisclosureSEC source: 0001289419-25-000088 · wk-form4_1747170693.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,476,885 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F7 · price: The transaction was executed in multiple trades at prices ranging from $308.8700 to $309.8400. The price reported above reflects the weighted average sales 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 12, 2025 Filed May 13, 2025 21:11 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,422 | $308.11 | $438,134.55 |
DisclosureSEC source: 0001289419-25-000088 · wk-form4_1747170693.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,478,125 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F6 · price: The transaction was executed in multiple trades at prices ranging from $307.7750 to $308.7700. The price reported above reflects the weighted average sales 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 12, 2025 Filed May 13, 2025 21:11 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,658 | $307.32 | $509,534.57 |
DisclosureSEC source: 0001289419-25-000088 · wk-form4_1747170693.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,479,547 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F5 · price: The transaction was executed in multiple trades at prices ranging from $306.7600 to $307.7300. The price reported above reflects the weighted average sales 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, 2025 Filed May 13, 2025 21:11 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 292 | $306.05 | $89,365.78 |
DisclosureSEC source: 0001289419-25-000088 · wk-form4_1747170693.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,481,205 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F4 · price: The transaction was executed in multiple trades at prices ranging from $306.0050 to $306.2800. The price reported above reflects the weighted average sales 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, 2025 Filed May 13, 2025 21:11 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,859 | $305.24 | $567,436.51 |
DisclosureSEC source: 0001289419-25-000088 · wk-form4_1747170693.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,481,497 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F3 · price: The transaction was executed in multiple trades at prices ranging from $304.9900 to $305.8500. The price reported above reflects the weighted average sales 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, 2025 Filed May 13, 2025 21:11 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 5,099 | $304.61 | $1,553,216.08 |
DisclosureSEC source: 0001289419-25-000088 · wk-form4_1747170693.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,483,356 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F2 · price: The transaction was executed in multiple trades at prices ranging from $303.9900 to $304.9600. The price reported above reflects the weighted average sales 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, 2025 Filed May 9, 2025 20:28 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,052 | $306.79 | $322,739.40 |
DisclosureSEC source: 0001289419-25-000084 · wk-form4_1746822532.xml · nonDerivative · entry 13 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,488,455 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F13 · price: The transaction was executed in multiple trades at prices ranging from $306.6400 to $307.3700. The price reported above reflects the weighted average sales 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, 2025 Filed May 9, 2025 20:28 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,358 | $305.93 | $721,382.47 |
DisclosureSEC source: 0001289419-25-000084 · wk-form4_1746822532.xml · nonDerivative · entry 12 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,489,507 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F12 · price: The transaction was executed in multiple trades at prices ranging from $305.6000 to $306.5500. The price reported above reflects the weighted average sales 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, 2025 Filed May 9, 2025 20:28 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 968 | $305.15 | $295,383.17 |
DisclosureSEC source: 0001289419-25-000084 · wk-form4_1746822532.xml · nonDerivative · entry 11 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,491,865 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 November 15, 2024. F11 · price: The transaction was executed in multiple trades at prices ranging from $304.5625 to $305.5300. The price reported above reflects the weighted average sales 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, 2025 Filed May 9, 2025 20:28 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 426 | $303.87 | $129,448.58 |
DisclosureSEC source: 0001289419-25-000084 · wk-form4_1746822532.xml · nonDerivative · entry 10 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,492,833 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F10 · price: The transaction was executed in multiple trades at prices ranging from $303.5600 to $304.2200. The price reported above reflects the weighted average sales 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, 2025 Filed May 9, 2025 20:28 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,750 | $302.52 | $529,410.88 |
DisclosureSEC source: 0001289419-25-000084 · wk-form4_1746822532.xml · nonDerivative · entry 9 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,493,259 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F9 · price: The transaction was executed in multiple trades at prices ranging from $302.0000 to $302.9400. The price reported above reflects the weighted average sales 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, 2025 Filed May 9, 2025 20:28 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 462 | $301.32 | $139,207.76 |
DisclosureSEC source: 0001289419-25-000084 · wk-form4_1746822532.xml · nonDerivative · entry 8 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,495,009 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F8 · price: The transaction was executed in multiple trades at prices ranging from $300.8100 to $301.8000. The price reported above reflects the weighted average sales 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, 2025 Filed May 9, 2025 20:28 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 220 | $300.16 | $66,035.99 |
DisclosureSEC source: 0001289419-25-000084 · wk-form4_1746822532.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,495,471 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F7 · price: The transaction was executed in multiple trades at prices ranging from $299.6300 to $300.6200. The price reported above reflects the weighted average sales 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, 2025 Filed May 9, 2025 20:28 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 14 | $298.03 | $4,172.42 |
DisclosureSEC source: 0001289419-25-000084 · wk-form4_1746822532.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,495,691 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. Read SEC document |
| May 07, 2025 Filed May 9, 2025 20:28 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 866 | $299.04 | $258,969.94 |
DisclosureSEC source: 0001289419-25-000084 · wk-form4_1746822532.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,495,705 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F6 · price: The transaction was executed in multiple trades at prices ranging from $298.5600 to $299.5000. The price reported above reflects the weighted average sales 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, 2025 Filed May 9, 2025 20:28 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,745 | $297.94 | $817,834.87 |
DisclosureSEC source: 0001289419-25-000084 · wk-form4_1746822532.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,496,571 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F5 · price: The transaction was executed in multiple trades at prices ranging from $297.4600 to $298.4400. The price reported above reflects the weighted average sales 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, 2025 Filed May 9, 2025 20:28 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 2,324 | $296.96 | $690,130.16 |
DisclosureSEC source: 0001289419-25-000084 · wk-form4_1746822532.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,499,316 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F4 · price: The transaction was executed in multiple trades at prices ranging from $296.4500 to $297.4000. The price reported above reflects the weighted average sales 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, 2025 Filed May 9, 2025 20:28 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 507 | $295.77 | $149,953.92 |
DisclosureSEC source: 0001289419-25-000084 · wk-form4_1746822532.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,501,640 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F3 · price: The transaction was executed in multiple trades at prices ranging from $295.4200 to $296.3100. The price reported above reflects the weighted average sales 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, 2025 Filed May 9, 2025 20:28 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 808 | $294.80 | $238,201.63 |
DisclosureSEC source: 0001289419-25-000084 · wk-form4_1746822532.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,502,147 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F2 · price: The transaction was executed in multiple trades at prices ranging from $294.3600 to $295.1200. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 06, 2025 Filed May 7, 2025 21:09 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,211 | $294.27 | $944,896.80 |
DisclosureSEC source: 0001289419-25-000082 · wk-form4_1746652138.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,502,955 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F7 · price: The transaction was executed in multiple trades at prices ranging from $294.1500 to $295.0400. The price reported above reflects the weighted average sales 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 05, 2025 Filed May 7, 2025 21:09 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 276 | $297.06 | $81,988.81 |
DisclosureSEC source: 0001289419-25-000082 · wk-form4_1746652138.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,506,166 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F6 · price: The transaction was executed in multiple trades at prices ranging from $296.8000 to $297.4850. The price reported above reflects the weighted average sales 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 05, 2025 Filed May 7, 2025 21:09 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,342 | $296.05 | $397,296.55 |
DisclosureSEC source: 0001289419-25-000082 · wk-form4_1746652138.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,506,442 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F5 · price: The transaction was executed in multiple trades at prices ranging from $295.6700 to $296.6300. The price reported above reflects the weighted average sales 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 05, 2025 Filed May 7, 2025 21:09 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 3,356 | $295.27 | $990,935.85 |
DisclosureSEC source: 0001289419-25-000082 · wk-form4_1746652138.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,507,784 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F4 · price: The transaction was executed in multiple trades at prices ranging from $294.6600 to $295.6400. The price reported above reflects the weighted average sales 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 05, 2025 Filed May 7, 2025 21:09 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 1,966 | $294.40 | $578,796.89 |
DisclosureSEC source: 0001289419-25-000082 · wk-form4_1746652138.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,511,140 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F3 · price: The transaction was executed in multiple trades at prices ranging from $293.6450 to $294.6400. The price reported above reflects the weighted average sales 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.