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 02, 2018 Filed May 3, 2018 16:32 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 38 | $109.25 | $4,151.50 |
DisclosureSEC source: 0001289419-18-000012 · edgar.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,779,856 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 |
| May 02, 2018 Filed May 3, 2018 16:32 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 6,371 | $108.56 | $691,632.57 |
DisclosureSEC source: 0001289419-18-000012 · edgar.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,779,894 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 20, 2018. F4 · price: The transaction was executed in multiple trades at prices ranging from $108.22 to $109.13. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 01, 2018 Filed May 3, 2018 16:32 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 7,830 | $109.07 | $854,003.22 |
DisclosureSEC source: 0001289419-18-000012 · edgar.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,786,265 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 $108.73 to $109.71. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 01, 2018 Filed May 3, 2018 16:32 UTC |
Mansueto Joseph DDirector · Executive Chairman · 10% owner
|
SaleCommon Stock | 4,384 | $108.29 | $474,751.69 |
DisclosureSEC source: 0001289419-18-000012 · edgar.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,794,095 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 $107.71 to $108.61. 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 |
| February 23, 2018 Filed Feb 26, 2018 15:21 UTC |
Landis Gail SDirector
|
SaleCommon Stock | 1,531 | $95.46 | $146,149.26 |
DisclosureSEC source: 0001289419-18-000004 · edgar.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,350 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 3, 2017. F2 · price: The transaction was executed in multiple trades at prices ranging from $95.3937 to $95.8160. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| January 03, 2018 Filed Jan 4, 2018 16:22 UTC |
Kapoor KunalCEO
|
Tax withholdingCommon Stock | 2,260 | $96.94 | $219,084.40 |
DisclosureSEC source: 0001289419-18-000002 · edgar.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,018 Read SEC document |
| December 21, 2017 Filed Dec 22, 2017 15:40 UTC |
Kaplan Steven NDirector
|
SaleCommon Stock | 2,500 | $96.91 | $242,275.00 |
DisclosureSEC source: 0001289419-17-000102 · edgar.xml · nonDerivative · entry 1 Kaplan Steven N · CIK 0001324001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 42,021 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 April 25, 2017. F2 · price: The transaction was executed in multiple trades at prices ranging from $96.53 to $97.36. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 20, 2017 Filed Dec 22, 2017 15:39 UTC |
Mansueto Joseph DDirector · Chairman & CEO · 10% owner
|
GiftCommon Stock | 160,480 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000101 · edgar.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Chairman & CEO · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,798,479 Read SEC document |
| November 21, 2017 Filed Nov 22, 2017 16:21 UTC |
Kaplan Steven NDirector
|
SaleCommon Stock | 300 | $90.75 | $27,225.00 |
DisclosureSEC source: 0001289419-17-000098 · edgar.xml · nonDerivative · entry 2 Kaplan Steven N · CIK 0001324001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,521 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 April 25, 2017. F3 · price: The transaction was executed in multiple trades at prices ranging from $90.24 to $91.00. 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, 2017 Filed Nov 22, 2017 16:21 UTC |
Kaplan Steven NDirector
|
SaleCommon Stock | 2,200 | $92.00 | $202,400.00 |
DisclosureSEC source: 0001289419-17-000098 · edgar.xml · nonDerivative · entry 1 Kaplan Steven N · CIK 0001324001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 44,821 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 April 25, 2017. F2 · price: The transaction was executed in multiple trades at prices ranging from $91.57 to $92.44. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 15:24 UTC |
DUBINSKY JASONChief Financial Officer
|
GrantMarket Stock Units · Derivative | 1,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000096 · edgar.xml · derivative · entry 5 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,426 Underlying: Common Stock · 1,426 shares Expires 2020-11-15 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 November 14, 2020. 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, 2020. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 15:24 UTC |
DUBINSKY JASONChief Financial Officer
|
Tax withholdingCommon Stock | 1,819 | $88.81 | $161,545.39 |
DisclosureSEC source: 0001289419-17-000096 · edgar.xml · nonDerivative · entry 4 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,743 Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 15:24 UTC |
DUBINSKY JASONChief Financial Officer
|
GrantCommon Stock | 5,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000096 · edgar.xml · nonDerivative · entry 3 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,562 Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 15:24 UTC |
DUBINSKY JASONChief Financial Officer
|
GrantCommon Stock (Restricted Stock Units) | 2,674 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000096 · edgar.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,933 F2 · 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 November 15, 2018. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 15:24 UTC |
DUBINSKY JASONChief Financial Officer
|
GrantCommon Stock (Restricted Stock Units) | 11,259 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000096 · edgar.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,259 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest 50% on November 15, 2018 and 50% on November 15, 2019. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 15:01 UTC |
Rothschild TriciaChief Product Officer
|
GrantMarket Stock Units · Derivative | 739 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000089 · edgar.xml · derivative · entry 2 Rothschild Tricia · CIK 0001693979 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,662 Underlying: Common Stock · 739 shares Expires 2020-11-15 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 November 14, 2020. 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 November 14, 2020. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 15:01 UTC |
Rothschild TriciaChief Product Officer
|
GrantCommon Stock (Restricted Stock Units) | 1,688 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000089 · edgar.xml · nonDerivative · entry 1 Rothschild Tricia · CIK 0001693979 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,340 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 November 15, 2018. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 15:04 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantMarket Stock Units · Derivative | 1,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000093 · edgar.xml · derivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,493 Underlying: Common Stock · 1,109 shares Expires 2020-11-15 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, 2020. 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, 2020. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 20:02 UTC |
Kapoor KunalCEO
|
GrantMarket Stock Units · Derivative | 5,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000091 · edgar.xml · derivative · entry 1 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,947 Underlying: Common Stock · 5,759 shares Expires 2020-11-15 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, 2020. 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, 2020. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 20:04 UTC |
Kelly HaywoodHead of Global Fund Research
|
GrantMarket Stock Units · Derivative | 792 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000094 · edgar.xml · derivative · entry 1 Kelly Haywood · CIK 0001595495 · Head of Global Fund Research 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,781 Underlying: Common Stock · 792 shares Expires 2020-11-15 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, 2020. 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, 2020. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 20:03 UTC |
Maloney Patrick JGeneral Counsel
|
GrantMarket Stock Units · Derivative | 634 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000092 · edgar.xml · derivative · entry 1 Maloney Patrick J · CIK 0001677356 · General Counsel 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,425 Underlying: Common Stock · 634 shares Expires 2020-11-15 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, 2020. 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, 2020. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 20:01 UTC |
Desmond BevinHead of Global Markets & HR
|
GrantMarket Stock Units · Derivative | 1,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000090 · edgar.xml · derivative · entry 1 Desmond Bevin · CIK 0001323954 · Head of Global Markets & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,493 Underlying: Common Stock · 1,109 shares Expires 2020-11-15 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, 2020. 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, 2020. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 20:00 UTC |
Needham DanielPres., Investment Management
|
GrantMarket Stock Units · Derivative | 1,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000088 · edgar.xml · derivative · entry 2 Needham Daniel · CIK 0001631881 · Pres., Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,493 Underlying: Common Stock · 1,109 shares Expires 2020-11-15 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, 2020. 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, 2020. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 20:00 UTC |
Needham DanielPres., Investment Management
|
Tax withholdingCommon Stock | 500 | $88.81 | $44,405.00 |
DisclosureSEC source: 0001289419-17-000088 · edgar.xml · nonDerivative · entry 1 Needham Daniel · CIK 0001631881 · Pres., Investment Management 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,339 Read SEC document |
| October 30, 2017 Filed Oct 31, 2017 16:52 UTC |
NOONAN JACKDirector
|
SaleCommon Stock | 1,200 | $86.47 | $103,764.00 |
DisclosureSEC source: 0001289419-17-000079 · edgar.xml · nonDerivative · entry 2 NOONAN JACK · CIK 0001205346 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 25,401 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 July 28, 2017. F3 · price: The transaction was executed in multiple trades at prices ranging from $86.03 to $86.88. 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 |
| October 30, 2017 Filed Oct 31, 2017 16:52 UTC |
NOONAN JACKDirector
|
SaleCommon Stock | 18,800 | $85.40 | $1,605,520.00 |
DisclosureSEC source: 0001289419-17-000079 · edgar.xml · nonDerivative · entry 1 NOONAN JACK · CIK 0001205346 · Director 10b5-1 filing: Not disclosed Ownership: Indirect · By Trust Disclosed balance after: 26,601 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 July 28, 2017. F2 · price: The transaction was executed in multiple trades at prices ranging from $85.00 to $85.97. 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 |
| October 26, 2017 Filed Oct 26, 2017 19:57 UTC |
Landis Gail SDirector
|
SaleCommon Stock | 500 | $87.00 | $43,500.00 |
DisclosureSEC source: 0001289419-17-000073 · edgar.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,881 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, 2016. Read SEC document |
| October 25, 2017 Filed Oct 26, 2017 19:57 UTC |
Kaplan Steven NDirector
|
SaleCommon Stock | 300 | $86.59 | $25,977.00 |
DisclosureSEC source: 0001289419-17-000072 · edgar.xml · nonDerivative · entry 4 Kaplan Steven N · CIK 0001324001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,021 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 April 25, 2017. F5 · price: The transaction was executed in multiple trades at prices ranging from $86.55 to $86.66. 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 |
| October 25, 2017 Filed Oct 26, 2017 19:57 UTC |
Kaplan Steven NDirector
|
SaleCommon Stock | 300 | $85.37 | $25,611.00 |
DisclosureSEC source: 0001289419-17-000072 · edgar.xml · nonDerivative · entry 3 Kaplan Steven N · CIK 0001324001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,321 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 April 25, 2017. F4 · price: The transaction was executed in multiple trades at prices ranging from $85.11 to $85.65. 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 |
| October 25, 2017 Filed Oct 26, 2017 19:57 UTC |
Kaplan Steven NDirector
|
SaleCommon Stock | 300 | $84.42 | $25,326.00 |
DisclosureSEC source: 0001289419-17-000072 · edgar.xml · nonDerivative · entry 2 Kaplan Steven N · CIK 0001324001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,621 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 April 25, 2017. F3 · price: The transaction was executed in multiple trades at prices ranging from $84.07 to $84.81. 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 |
| October 25, 2017 Filed Oct 26, 2017 19:57 UTC |
Kaplan Steven NDirector
|
SaleCommon Stock | 1,600 | $82.97 | $132,752.00 |
DisclosureSEC source: 0001289419-17-000072 · edgar.xml · nonDerivative · entry 1 Kaplan Steven N · CIK 0001324001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 47,921 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 April 25, 2017. F2 · price: The transaction was executed in multiple trades at prices ranging from $82.64 to $83.57. 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 |
| September 27, 2017 Filed Sep 28, 2017 19:49 UTC |
Landis Gail SDirector
|
SaleCommon Stock | 500 | $85.00 | $42,500.00 |
DisclosureSEC source: 0001289419-17-000069 · edgar.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,381 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, 2016. Read SEC document |
| July 28, 2017 Filed Jul 31, 2017 14:36 UTC |
Rothschild TriciaChief Product Officer
|
SaleCommon Stock | 500 | $82.21 | $41,105.15 |
DisclosureSEC source: 0001289419-17-000067 · edgar.xml · nonDerivative · entry 1 Rothschild Tricia · CIK 0001693979 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,652 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 16, 2017. F2 · price: The transaction was executed in multiple trades at prices ranging from $81.96 to $82.40. 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 |
| July 26, 2017 Filed Jul 27, 2017 17:33 UTC |
Landis Gail SDirector
|
SaleCommon Stock | 500 | $83.00 | $41,500.00 |
DisclosureSEC source: 0001289419-17-000061 · edgar.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,881 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, 2016. Read SEC document |
| July 26, 2017 Filed Jul 27, 2017 17:30 UTC |
Desmond BevinHead of Global Markets & HR
|
SaleCommon Stock | 200 | $84.23 | $16,846.00 |
DisclosureSEC source: 0001289419-17-000060 · edgar.xml · nonDerivative · entry 3 Desmond Bevin · CIK 0001323954 · Head of Global Markets & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,088 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 26, 2017. F4 · price: The transaction was executed in multiple trades at prices ranging from $84.21 to $84.25. 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 |
| July 26, 2017 Filed Jul 27, 2017 17:30 UTC |
Desmond BevinHead of Global Markets & HR
|
SaleCommon Stock | 1,752 | $83.57 | $146,408.86 |
DisclosureSEC source: 0001289419-17-000060 · edgar.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Global Markets & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,288 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 26, 2017. F3 · price: The transaction was executed in multiple trades at prices ranging from $83.18 to $84.00. 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 |
| July 26, 2017 Filed Jul 27, 2017 17:30 UTC |
Desmond BevinHead of Global Markets & HR
|
SaleCommon Stock | 1,050 | $82.41 | $86,535.54 |
DisclosureSEC source: 0001289419-17-000060 · edgar.xml · nonDerivative · entry 1 Desmond Bevin · CIK 0001323954 · Head of Global Markets & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,040 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 26, 2017. F2 · price: The transaction was executed in multiple trades at prices ranging from $82.15 to $82.58. 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, 2017 Filed May 16, 2017 15:03 UTC |
ZENTMYER HUGH JDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,728 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000030 · edgar.xml · nonDerivative · entry 1 ZENTMYER HUGH J · CIK 0001180977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,694 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, 2018. Read SEC document |
| May 15, 2017 Filed May 16, 2017 19:01 UTC |
Lyons William MDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,728 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000028 · edgar.xml · nonDerivative · entry 1 Lyons William M · CIK 0001411724 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,041 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, 2018. Read SEC document |
| May 15, 2017 Filed May 16, 2017 19:36 UTC |
NOONAN JACKDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,728 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000039 · edgar.xml · nonDerivative · entry 1 NOONAN JACK · CIK 0001205346 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 48,745 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, 2018. Read SEC document |
| May 15, 2017 Filed May 16, 2017 19:35 UTC |
TSAY CAROLINE JDirector
|
GrantCommon Stock (Restricted Stock Units) | 3,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000038 · edgar.xml · nonDerivative · entry 1 TSAY CAROLINE J · CIK 0001628434 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,323 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, 2018. Read SEC document |
| May 15, 2017 Filed May 16, 2017 19:07 UTC |
FRANCIS CHERYL ADirector
|
GrantCommon Stock (Restricted Stock Units) | 1,728 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000033 · edgar.xml · nonDerivative · entry 1 FRANCIS CHERYL A · CIK 0001197386 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 27,429 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, 2018. Read SEC document |
| May 15, 2017 Filed May 16, 2017 19:06 UTC |
Diamonte RobinDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,728 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000032 · edgar.xml · nonDerivative · entry 1 Diamonte Robin · CIK 0001660012 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,782 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, 2018. Read SEC document |
| May 15, 2017 Filed May 16, 2017 19:02 UTC |
Kaplan Steven NDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,728 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000029 · edgar.xml · nonDerivative · entry 1 Kaplan Steven N · CIK 0001324001 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 49,521 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, 2018. Read SEC document |
| May 15, 2017 Filed May 16, 2017 19:05 UTC |
Landis Gail SDirector
|
GrantCommon Stock (Restricted Stock Units) | 1,728 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000031 · edgar.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,381 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, 2018. Read SEC document |
| May 15, 2017 Filed May 17, 2017 15:43 UTC |
Rothschild TriciaChief Product Officer
|
GrantMarket Stock Units · Derivative | 923 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000053 · edgar.xml · derivative · entry 3 Rothschild Tricia · CIK 0001693979 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 923 Underlying: Common Stock · 923 shares Expires 2020-05-15 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, 2020. 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, 2020. Read SEC document |
| May 15, 2017 Filed May 17, 2017 15:43 UTC |
Rothschild TriciaChief Product Officer
|
Tax withholdingCommon Stock | 259 | $75.22 | $19,481.98 |
DisclosureSEC source: 0001289419-17-000053 · edgar.xml · nonDerivative · entry 2 Rothschild Tricia · CIK 0001693979 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,152 Read SEC document |
| May 15, 2017 Filed May 17, 2017 15:43 UTC |
Rothschild TriciaChief Product Officer
|
GrantCommon Stock (Restricted Stock Units) | 1,772 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000053 · edgar.xml · nonDerivative · entry 1 Rothschild Tricia · CIK 0001693979 · Chief Product Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,411 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, 2018. Read SEC document |
| May 15, 2017 Filed May 17, 2017 15:39 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantMarket Stock Units · Derivative | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000048 · edgar.xml · derivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,384 Underlying: Common Stock · 1,384 shares Expires 2020-05-15 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, 2020. 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, 2020. Read SEC document |
| May 15, 2017 Filed May 17, 2017 15:39 UTC |
Dunn Daniel JosephChief Revenue Officer
|
GrantCommon Stock (Restricted Stock Units) | 2,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000048 · edgar.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,658 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, 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.