Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Morningstar, Inc.MORN · Entity 915 | Director · Executive Chairman · 10% owner | August 24, 2026 | August 24, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Morningstar, Inc.
Report date August 24, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,938,192 |
Ending reported balance
After 2026-08-24 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-08-24 · Sale · Disposed 220 · Balance 7,943,631 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025. F2: The transaction was executed in multiple trades at prices ranging from $215.7100 to $216.4800. 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. Row 2 · 2026-08-24 · Sale · Disposed 1,181 · Balance 7,942,450 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025. F3: The transaction was executed in multiple trades at prices ranging from $216.8500 to $217.8300. 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. Row 3 · 2026-08-24 · Sale · Disposed 1,740 · Balance 7,940,710 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025. F4: The transaction was executed in multiple trades at prices ranging from $217.9400 to $218.9000. 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. Row 4 · 2026-08-24 · Sale · Disposed 978 · Balance 7,939,732 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025. F5: The transaction was executed in multiple trades at prices ranging from $218.9400 to $219.9100. 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. Row 5 · 2026-08-24 · Sale · Disposed 1,314 · Balance 7,938,418 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025. F6: The transaction was executed in multiple trades at prices ranging from $219.9600 to $220.8400. 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. Row 6 · 2026-08-24 · Sale · Disposed 226 · Balance 7,938,192 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025. F7: The transaction was executed in multiple trades at prices ranging from $221.0400 to $221.1900. 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. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 6,277,675 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 6,277,675 F8: The shares are held in grantor retained annuity trusts for the benefit of the reporting person and his children. The reporting person serves as trustee of the grantor retained annuity trusts. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 150,000 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 150,000 F9: The shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025.
F2: The transaction was executed in multiple trades at prices ranging from $215.7100 to $216.4800. 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.
F3: The transaction was executed in multiple trades at prices ranging from $216.8500 to $217.8300. 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.
F4: The transaction was executed in multiple trades at prices ranging from $217.9400 to $218.9000. 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.
F5: The transaction was executed in multiple trades at prices ranging from $218.9400 to $219.9100. 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.
F6: The transaction was executed in multiple trades at prices ranging from $219.9600 to $220.8400. 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.
F7: The transaction was executed in multiple trades at prices ranging from $221.0400 to $221.1900. 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.
F8: The shares are held in grantor retained annuity trusts for the benefit of the reporting person and his children. The reporting person serves as trustee of the grantor retained annuity trusts.
F9: The shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WHOLE FOODS MARKET INC
Report date August 28, 2017 · Filed August 28, 2017
Section 16 reporting ended · disclosed 2017-08-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-08-28 transaction · row 1
1 source rowRow 1 · 2017-08-28 · Disposition to issuer · Disposed 3,600 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "merger agreement"), dated as of June 15, 2017, by and among Amazon.com, Inc., Walnut Merger Sub, Inc., and Whole Foods Market, Inc., shares of Whole Foods Market, Inc. common stock and restricted stock were converted into the right to receive $42.00 cash per share, without interest. |
| Common StockSEC Table I · non-derivative | IndirectBy children | 0 |
Reported balance
After 2017-08-28 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2017-08-28 · Disposition to issuer · Disposed 3,000 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "merger agreement"), dated as of June 15, 2017, by and among Amazon.com, Inc., Walnut Merger Sub, Inc., and Whole Foods Market, Inc., shares of Whole Foods Market, Inc. common stock and restricted stock were converted into the right to receive $42.00 cash per share, without interest. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.99 · Expires 2024-05-19 | Direct | 0 |
Reported balance
After 2017-08-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-08-28 · Disposition to issuer · Disposed 7,500 · Balance 0 F3: Pursuant to the merger agreement, each outstanding stock option was cancelled and converted into the right to receive an amount in cash equal to the product of (a) the number of shares subject to such option multiplied by (b) the excess, if any, of the merger consideration of $42.00 over the exercise price per share of such option. F2: The option was exercisable in four equal annual installments beginning on the first anniversary of the date on which the option was granted. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "merger agreement"), dated as of June 15, 2017, by and among Amazon.com, Inc., Walnut Merger Sub, Inc., and Whole Foods Market, Inc., shares of Whole Foods Market, Inc. common stock and restricted stock were converted into the right to receive $42.00 cash per share, without interest.
F2: The option was exercisable in four equal annual installments beginning on the first anniversary of the date on which the option was granted.
F3: Pursuant to the merger agreement, each outstanding stock option was cancelled and converted into the right to receive an amount in cash equal to the product of (a) the number of shares subject to such option multiplied by (b) the excess, if any, of the merger consideration of $42.00 over the exercise price per share of such option.
Transaction history
JSON APIPurchases/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 | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 06, 2025 Filed Feb 10, 2025 21:54 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,942 | $326.77 | $1,614,906.24 |
DisclosureSEC source: 0001289419-25-000011 · wk-form4_1739224485.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,136,546 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 17, 2023. F3 · price: The transaction was executed in multiple trades at prices ranging from $326.2400 to $327.2100. 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 |
| February 06, 2025 Filed Feb 10, 2025 21:54 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,206 | $325.72 | $392,814.46 |
DisclosureSEC source: 0001289419-25-000011 · wk-form4_1739224485.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,141,488 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 17, 2023. F2 · price: The transaction was executed in multiple trades at prices ranging from $325.1801 to $326.1600. 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 |
| February 05, 2025 Filed Feb 6, 2025 21:58 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 100 | $328.54 | $32,853.50 |
DisclosureSEC source: 0001289419-25-000009 · wk-form4_1738879088.xml · nonDerivative · entry 8 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,142,694 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 17, 2023. Read SEC document |
| February 05, 2025 Filed Feb 6, 2025 21:58 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 331 | $327.59 | $108,433.75 |
DisclosureSEC source: 0001289419-25-000009 · wk-form4_1738879088.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,142,794 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 17, 2023. F7 · price: The transaction was executed in multiple trades at prices ranging from $327.5150 to $327.9900. 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 |
| February 05, 2025 Filed Feb 6, 2025 21:58 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 278 | $326.23 | $90,690.69 |
DisclosureSEC source: 0001289419-25-000009 · wk-form4_1738879088.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,143,125 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 17, 2023. F6 · price: The transaction was executed in multiple trades at prices ranging from $325.8901 to $326.7050. 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 |
| February 05, 2025 Filed Feb 6, 2025 21:58 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,926 | $325.01 | $950,987.16 |
DisclosureSEC source: 0001289419-25-000009 · wk-form4_1738879088.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,143,403 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 17, 2023. F5 · price: The transaction was executed in multiple trades at prices ranging from $324.7000 to $325.6400. 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 |
| February 04, 2025 Filed Feb 6, 2025 21:58 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 96 | $329.05 | $31,588.80 |
DisclosureSEC source: 0001289419-25-000009 · wk-form4_1738879088.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,146,329 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 17, 2023. Read SEC document |
| February 04, 2025 Filed Feb 6, 2025 21:58 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,244 | $328.25 | $408,342.88 |
DisclosureSEC source: 0001289419-25-000009 · wk-form4_1738879088.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,146,425 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 17, 2023. F4 · price: The transaction was executed in multiple trades at prices ranging from $327.9900 to $328.8200. 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 |
| February 04, 2025 Filed Feb 6, 2025 21:58 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,446 | $327.44 | $473,475.78 |
DisclosureSEC source: 0001289419-25-000009 · wk-form4_1738879088.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,147,669 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 17, 2023. F3 · price: The transaction was executed in multiple trades at prices ranging from $326.9700 to $327.9300. 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 |
| February 04, 2025 Filed Feb 6, 2025 21:58 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,005 | $326.31 | $654,260.97 |
DisclosureSEC source: 0001289419-25-000009 · wk-form4_1738879088.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,149,115 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 17, 2023. F2 · price: The transaction was executed in multiple trades at prices ranging from $325.9100 to $326.8100. 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 |
| February 03, 2025 Filed Feb 4, 2025 22:47 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,716 | $327.89 | $562,661.81 |
DisclosureSEC source: 0001289419-25-000007 · wk-form4_1738709222.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,151,120 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 17, 2023. F2 · price: The transaction was executed in multiple trades at prices ranging from $327.6400 to $328.3200. 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 |
| December 10, 2024 Filed Dec 12, 2024 21:42 UTC | Morningstar, Inc. MORN · Entity 915 | GiftCommon Stock | 17,125 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-24-000157 · wk-form4_1734039739.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,152,836 Read SEC document |
| December 06, 2024 Filed Dec 10, 2024 23:37 UTC | Morningstar, Inc. MORN · Entity 915 | GiftCommon Stock | 118,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-24-000155 · wk-form4_1733873818.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,964,240 F1 · kind: 118,508 shares of Morningstar common stock were distributed on December 6, 2024 to remainder trusts created for the benefit of the children of the reporting person, pursuant to the terms of a grantor retained annuity trust. F2 · balance_after: In the fourth quarter of 2024, the reporting person contributed 1,000,000 shares of Morningstar common stock to a grantor retained annuity trust for the benefit of the reporting person and his children which are now reported as indirect holdings. F3 · balance_after: In the fourth quarter of 2024, 234,460 shares were distributed to the reporting person from a grantor retained annuity trust established for the benefit of the reporting person and his children which were previously included as indirect holdings and are now reported as directly held. Read SEC document |
| December 06, 2024 Filed Dec 12, 2024 21:42 UTC | Morningstar, Inc. MORN · Entity 915 | GiftCommon Stock | 20,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-24-000157 · wk-form4_1734039739.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,169,961 F1 · shares: Shares were transferred to a 501(c)(3) charitable foundation over which the reporting person serves as a director. The reporting person does not have a pecuniary interest over shares held by the foundation. F2 · balance_after: In the fourth quarter of 2024, 225,721 shares were distributed to the reporting person from a grantor retained annuity trust established for the benefit of the reporting person and his children which were previously included as indirect holdings and are not reported as directly held. Read SEC document |
| December 02, 2024 Filed Dec 3, 2024 22:22 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2 | $355.32 | $710.63 |
DisclosureSEC source: 0001289419-24-000150 · wk-form4_1733264519.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,729,780 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023. Read SEC document |
| December 02, 2024 Filed Dec 3, 2024 22:22 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 63 | $354.40 | $22,327.23 |
DisclosureSEC source: 0001289419-24-000150 · wk-form4_1733264519.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,729,782 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 17, 2023. F5 · price: The transaction was executed in multiple trades at prices ranging from $354.2000 to $354.8100. 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 02, 2024 Filed Dec 3, 2024 22:22 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 53 | $353.65 | $18,743.67 |
DisclosureSEC source: 0001289419-24-000150 · wk-form4_1733264519.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,729,845 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 17, 2023. F4 · price: The transaction was executed in multiple trades at prices ranging from $353.1650 to $354.1550. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 29, 2024 Filed Dec 3, 2024 22:22 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 8 | $357.03 | $2,856.24 |
DisclosureSEC source: 0001289419-24-000150 · wk-form4_1733264519.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,729,898 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 17, 2023. Read SEC document |
| November 29, 2024 Filed Dec 3, 2024 22:22 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 53 | $356.18 | $18,877.39 |
DisclosureSEC source: 0001289419-24-000150 · wk-form4_1733264519.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,729,906 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 17, 2023. F3 · price: The transaction was executed in multiple trades at prices ranging from $355.8600 to $356.7300. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 29, 2024 Filed Dec 3, 2024 22:22 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 132 | $355.15 | $46,880.16 |
DisclosureSEC source: 0001289419-24-000150 · wk-form4_1733264519.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,729,959 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 17, 2023. F2 · price: The transaction was executed in multiple trades at prices ranging from $354.8500 to $355.6250 The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 27, 2024 Filed Nov 27, 2024 23:07 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 359 | $357.71 | $128,417.96 |
DisclosureSEC source: 0001289419-24-000148 · wk-form4_1732748831.xml · nonDerivative · entry 9 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,730,091 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 17, 2023. F10 · price: The transaction was executed in multiple trades at prices ranging from $357.3050 to $357.9550. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 27, 2024 Filed Nov 27, 2024 23:07 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 803 | $355.89 | $285,776.46 |
DisclosureSEC source: 0001289419-24-000148 · wk-form4_1732748831.xml · nonDerivative · entry 8 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,730,450 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 17, 2023. F9 · price: The transaction was executed in multiple trades at prices ranging from $355.8350 to $356.4000. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 27, 2024 Filed Nov 27, 2024 23:07 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,204 | $355.30 | $783,081.42 |
DisclosureSEC source: 0001289419-24-000148 · wk-form4_1732748831.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,731,253 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 17, 2023. F8 · price: The transaction was executed in multiple trades at prices ranging from $354.8100 to $355.7650. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 27, 2024 Filed Nov 27, 2024 23:07 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,767 | $354.22 | $1,688,553.39 |
DisclosureSEC source: 0001289419-24-000148 · wk-form4_1732748831.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,733,457 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 17, 2023. F7 · price: The transaction was executed in multiple trades at prices ranging from $353.7400 to $354.7100. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 23:07 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,102 | $356.42 | $749,188.53 |
DisclosureSEC source: 0001289419-24-000148 · wk-form4_1732748831.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,738,224 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 17, 2023. F6 · price: The transaction was executed in multiple trades at prices ranging from $356.2700 to $356.8900. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 23:07 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,124 | $355.71 | $1,111,232.10 |
DisclosureSEC source: 0001289419-24-000148 · wk-form4_1732748831.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,740,326 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 17, 2023. F5 · price: The transaction was executed in multiple trades at prices ranging from $355.2500 to $356.2400. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 23:07 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,597 | $354.71 | $921,192.00 |
DisclosureSEC source: 0001289419-24-000148 · wk-form4_1732748831.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,743,450 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 17, 2023. F4 · price: The transaction was executed in multiple trades at prices ranging from $354.1900 to $355.1750. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 23:07 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 792 | $353.60 | $280,052.78 |
DisclosureSEC source: 0001289419-24-000148 · wk-form4_1732748831.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,746,047 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 17, 2023. F3 · price: The transaction was executed in multiple trades at prices ranging from $353.0850 to $353.9850. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 26, 2024 Filed Nov 27, 2024 23:07 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 447 | $352.04 | $157,360.09 |
DisclosureSEC source: 0001289419-24-000148 · wk-form4_1732748831.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,746,839 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 17, 2023. F2 · price: The transaction was executed in multiple trades at prices ranging from $351.7600 to $352.3800. 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 25, 2024 Filed Nov 26, 2024 22:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 956 | $352.09 | $336,600.91 |
DisclosureSEC source: 0001289419-24-000146 · wk-form4_1732660272.xml · nonDerivative · entry 12 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,747,286 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 17, 2023. F12 · price: The transaction was executed in multiple trades at prices ranging from $351.9600 to $352.8250. 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 25, 2024 Filed Nov 26, 2024 22:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,825 | $351.41 | $1,344,149.37 |
DisclosureSEC source: 0001289419-24-000146 · wk-form4_1732660272.xml · nonDerivative · entry 11 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,748,242 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023. F11 · price: The transaction was executed in multiple trades at prices ranging from $350.9550 to $351.9200. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 25, 2024 Filed Nov 26, 2024 22:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,023 | $350.52 | $709,092.86 |
DisclosureSEC source: 0001289419-24-000146 · wk-form4_1732660272.xml · nonDerivative · entry 10 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,752,067 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 17, 2023. F10 · price: The transaction was executed in multiple trades at prices ranging from $349.9400 to $350.9350. 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 25, 2024 Filed Nov 26, 2024 22:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,841 | $349.39 | $643,222.20 |
DisclosureSEC source: 0001289419-24-000146 · wk-form4_1732660272.xml · nonDerivative · entry 9 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,754,090 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 17, 2023. F9 · price: The transaction was executed in multiple trades at prices ranging from $348.8600 to $349.8150. 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 25, 2024 Filed Nov 26, 2024 22:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 417 | $348.01 | $145,118.59 |
DisclosureSEC source: 0001289419-24-000146 · wk-form4_1732660272.xml · nonDerivative · entry 8 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,755,931 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 17, 2023. F8 · price: The transaction was executed in multiple trades at prices ranging from $347.7550 to $348.4350. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 22, 2024 Filed Nov 26, 2024 22:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 249 | $346.25 | $86,215.53 |
DisclosureSEC source: 0001289419-24-000146 · wk-form4_1732660272.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,756,348 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 17, 2023. F7 · price: The transaction was executed in multiple trades at prices ranging from $346.0350 to $346.4900. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 22, 2024 Filed Nov 26, 2024 22:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,471 | $345.47 | $853,658.84 |
DisclosureSEC source: 0001289419-24-000146 · wk-form4_1732660272.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,756,597 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 17, 2023. F6 · price: The transaction was executed in multiple trades at prices ranging from $345.0350 to $346.0200. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 22, 2024 Filed Nov 26, 2024 22:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,431 | $344.57 | $1,526,791.00 |
DisclosureSEC source: 0001289419-24-000146 · wk-form4_1732660272.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,759,068 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 November 17, 2023. F5 · price: The transaction was executed in multiple trades at prices ranging from $344.0250 to $344.9700. 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 22, 2024 Filed Nov 26, 2024 22:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 993 | $343.34 | $340,936.22 |
DisclosureSEC source: 0001289419-24-000146 · wk-form4_1732660272.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,763,499 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 17, 2023. F4 · price: The transaction was executed in multiple trades at prices ranging from $342.9900 to $343.9700. 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 22, 2024 Filed Nov 26, 2024 22:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 532 | $342.41 | $182,163.24 |
DisclosureSEC source: 0001289419-24-000146 · wk-form4_1732660272.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,764,492 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 17, 2023. F3 · price: The transaction was executed in multiple trades at prices ranging from $341.9600 to $342.8400. 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 22, 2024 Filed Nov 26, 2024 22:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 368 | $341.47 | $125,659.60 |
DisclosureSEC source: 0001289419-24-000146 · wk-form4_1732660272.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,765,024 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023. F2 · price: The transaction was executed in multiple trades at prices ranging from $340.9350 to $341.8900. 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 22, 2024 Filed Nov 26, 2024 22:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 18 | $339.72 | $6,114.87 |
DisclosureSEC source: 0001289419-24-000146 · wk-form4_1732660272.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,765,392 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 17, 2023. Read SEC document |
| November 21, 2024 Filed Nov 22, 2024 21:45 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,948 | $340.37 | $1,003,413.71 |
DisclosureSEC source: 0001289419-24-000144 · wk-form4_1732311950.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,765,410 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 17, 2023. F7 · price: The transaction was executed in multiple trades at prices ranging from $339.9800 to $340.9650. 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, 2024 Filed Nov 22, 2024 21:45 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,134 | $339.49 | $1,403,447.53 |
DisclosureSEC source: 0001289419-24-000144 · wk-form4_1732311950.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,768,358 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 17, 2023. F6 · price: The transaction was executed in multiple trades at prices ranging from $338.9800 to $339.9750. 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, 2024 Filed Nov 22, 2024 21:45 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 418 | $337.61 | $141,122.32 |
DisclosureSEC source: 0001289419-24-000144 · wk-form4_1732311950.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,772,492 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 17, 2023. F5 · price: The transaction was executed in multiple trades at prices ranging from $337.1750 to $338.0000. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 21, 2024 Filed Nov 22, 2024 21:45 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 337 | $336.75 | $113,483.91 |
DisclosureSEC source: 0001289419-24-000144 · wk-form4_1732311950.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,772,910 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 17, 2023. F4 · price: The transaction was executed in multiple trades at prices ranging from $336.1700 to $337.1250. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 20, 2024 Filed Nov 22, 2024 21:45 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,958 | $335.44 | $992,228.27 |
DisclosureSEC source: 0001289419-24-000144 · wk-form4_1732311950.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,773,247 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 17, 2023. F3 · price: The transaction was executed in multiple trades at prices ranging from $334.9400 to $335.8250. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 20, 2024 Filed Nov 22, 2024 21:45 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,836 | $334.39 | $948,316.99 |
DisclosureSEC source: 0001289419-24-000144 · wk-form4_1732311950.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,776,205 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 17, 2023. F2 · price: The transaction was executed in multiple trades at prices ranging from $333.8800 to $334.8700. 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 19, 2024 Filed Nov 20, 2024 22:50 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,307 | $337.12 | $440,614.79 |
DisclosureSEC source: 0001289419-24-000140 · wk-form4_1732143005.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,779,041 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 17, 2023. F6 · price: The transaction was executed in multiple trades at prices ranging from $336.5850 to $337.5600. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 19, 2024 Filed Nov 20, 2024 22:50 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,228 | $335.74 | $412,287.12 |
DisclosureSEC source: 0001289419-24-000140 · wk-form4_1732143005.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,780,348 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 17, 2023. F5 · price: The transaction was executed in multiple trades at prices ranging from $335.4100 to $336.3550. 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 19, 2024 Filed Nov 20, 2024 22:50 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,368 | $334.69 | $1,127,222.11 |
DisclosureSEC source: 0001289419-24-000140 · wk-form4_1732143005.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,781,576 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 17, 2023. F4 · price: The transaction was executed in multiple trades at prices ranging from $334.3950 to $335.3900. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.