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 |
|---|---|---|---|---|---|---|
| November 19, 2024 Filed Nov 20, 2024 22:50 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,159 | $333.94 | $1,054,924.04 |
DisclosureSEC source: 0001289419-24-000140 · wk-form4_1732143005.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,784,944 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 $333.3700 to $334.3690. 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 18, 2024 Filed Nov 20, 2024 22:50 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 275 | $336.67 | $92,582.88 |
DisclosureSEC source: 0001289419-24-000140 · wk-form4_1732143005.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,788,103 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023. F2 · price: The transaction was executed in multiple trades at prices ranging from $336.5700 to $336.7850. 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, 2024 Filed Nov 18, 2024 22:35 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 118 | $342.13 | $40,371.34 |
DisclosureSEC source: 0001289419-24-000129 · wk-form4_1731969325.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,788,378 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023. Read SEC document |
| November 14, 2024 Filed Nov 18, 2024 22:35 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 538 | $346.99 | $186,679.60 |
DisclosureSEC source: 0001289419-24-000129 · wk-form4_1731969325.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,788,496 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 $346.8900 to $347.1850. 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 14, 2024 Filed Nov 18, 2024 22:35 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,848 | $346.32 | $640,006.01 |
DisclosureSEC source: 0001289419-24-000129 · wk-form4_1731969325.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,789,034 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 $345.8000 to $346.7901. 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 14, 2024 Filed Nov 18, 2024 22:35 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 498 | $345.02 | $171,818.76 |
DisclosureSEC source: 0001289419-24-000129 · wk-form4_1731969325.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,790,882 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 $344.5050 to $345.4750. 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 13, 2024 Filed Nov 14, 2024 21:57 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,434 | $352.12 | $504,944.53 |
DisclosureSEC source: 0001289419-24-000127 · wk-form4_1731621461.xml · nonDerivative · entry 8 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,791,380 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 $351.6450 to $352.2400. 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 13, 2024 Filed Nov 14, 2024 21:57 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,192 | $350.96 | $418,339.31 |
DisclosureSEC source: 0001289419-24-000127 · wk-form4_1731621461.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,792,814 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 $350.5700 to $351.5001. 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 13, 2024 Filed Nov 14, 2024 21:57 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,199 | $349.85 | $419,468.35 |
DisclosureSEC source: 0001289419-24-000127 · wk-form4_1731621461.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,794,006 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 $349.5500 to $350.4500 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 12, 2024 Filed Nov 14, 2024 21:57 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 84 | $352.00 | $29,568.00 |
DisclosureSEC source: 0001289419-24-000127 · wk-form4_1731621461.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,795,205 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. Read SEC document |
| November 12, 2024 Filed Nov 14, 2024 21:57 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,368 | $351.43 | $832,190.27 |
DisclosureSEC source: 0001289419-24-000127 · wk-form4_1731621461.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,795,289 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 $350.9450 to $351.7650. 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 12, 2024 Filed Nov 14, 2024 21:57 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,176 | $350.36 | $762,375.31 |
DisclosureSEC source: 0001289419-24-000127 · wk-form4_1731621461.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,797,657 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 $349.9450 to $350.8700. 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 12, 2024 Filed Nov 14, 2024 21:57 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,234 | $349.27 | $430,996.59 |
DisclosureSEC source: 0001289419-24-000127 · wk-form4_1731621461.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,799,833 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023. F3 · price: The transaction was executed in multiple trades at prices ranging from $348.9250 to $349.8050. 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 12, 2024 Filed Nov 14, 2024 21:57 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 294 | $347.98 | $102,306.68 |
DisclosureSEC source: 0001289419-24-000127 · wk-form4_1731621461.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,801,067 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. F2 · price: The transaction was executed in multiple trades at prices ranging from $347.9100 to $348.6700. 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 11, 2024 Filed Nov 12, 2024 22:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,430 | $351.54 | $502,695.48 |
DisclosureSEC source: 0001289419-24-000125 · wk-form4_1731452203.xml · nonDerivative · entry 10 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,801,361 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 $351.1650 to $351.9250. 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 11, 2024 Filed Nov 12, 2024 22:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,119 | $350.48 | $392,182.20 |
DisclosureSEC source: 0001289419-24-000125 · wk-form4_1731452203.xml · nonDerivative · entry 9 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,802,791 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 $350.0200 to $351.0050. 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 11, 2024 Filed Nov 12, 2024 22:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,110 | $349.46 | $737,351.53 |
DisclosureSEC source: 0001289419-24-000125 · wk-form4_1731452203.xml · nonDerivative · entry 8 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,803,910 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. F9 · price: The transaction was executed in multiple trades at prices ranging from $349.0200 to $350.0000. 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 11, 2024 Filed Nov 12, 2024 22:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,563 | $348.44 | $893,051.46 |
DisclosureSEC source: 0001289419-24-000125 · wk-form4_1731452203.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,806,020 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 $348.0050 to $348.9100. 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 08, 2024 Filed Nov 12, 2024 22:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,531 | $349.87 | $535,644.23 |
DisclosureSEC source: 0001289419-24-000125 · wk-form4_1731452203.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,808,583 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 $349.6850 to $350.2300. 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 08, 2024 Filed Nov 12, 2024 22:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,551 | $349.11 | $1,239,681.09 |
DisclosureSEC source: 0001289419-24-000125 · wk-form4_1731452203.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,810,114 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 $348.6650 to $349.6500. 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 08, 2024 Filed Nov 12, 2024 22:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,330 | $348.17 | $811,233.54 |
DisclosureSEC source: 0001289419-24-000125 · wk-form4_1731452203.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,813,665 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 $347.6500 to $348.6400. 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 08, 2024 Filed Nov 12, 2024 22:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,030 | $346.71 | $357,110.48 |
DisclosureSEC source: 0001289419-24-000125 · wk-form4_1731452203.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,815,995 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 $346.4900 to $347.2500. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 08, 2024 Filed Nov 12, 2024 22:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 566 | $345.38 | $195,483.04 |
DisclosureSEC source: 0001289419-24-000125 · wk-form4_1731452203.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,817,025 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 $345.0000 to $345.9550. 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 08, 2024 Filed Nov 12, 2024 22:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 54 | $343.46 | $18,546.74 |
DisclosureSEC source: 0001289419-24-000125 · wk-form4_1731452203.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,817,591 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 $343.1250 to $343.6700. 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 07, 2024 Filed Nov 8, 2024 22:08 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 233 | $345.43 | $80,484.51 |
DisclosureSEC source: 0001289419-24-000119 · wk-form4_1731103385.xml · nonDerivative · entry 10 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,817,645 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 $344.9850 to $345.5000. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 07, 2024 Filed Nov 8, 2024 22:08 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,054 | $343.63 | $362,189.39 |
DisclosureSEC source: 0001289419-24-000119 · wk-form4_1731103385.xml · nonDerivative · entry 9 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,817,878 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023. F10 · price: The transaction was executed in multiple trades at prices ranging from $343.4100 to $344.0550. 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 06, 2024 Filed Nov 8, 2024 22:08 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 150 | $345.90 | $51,885.26 |
DisclosureSEC source: 0001289419-24-000119 · wk-form4_1731103385.xml · nonDerivative · entry 8 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,818,932 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 $345.9000 to $346.1500. 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 06, 2024 Filed Nov 8, 2024 22:08 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 104 | $345.21 | $35,901.50 |
DisclosureSEC source: 0001289419-24-000119 · wk-form4_1731103385.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,819,082 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 $344.5800 to $345.4050. 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 06, 2024 Filed Nov 8, 2024 22:08 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 332 | $343.81 | $114,143.33 |
DisclosureSEC source: 0001289419-24-000119 · wk-form4_1731103385.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,819,186 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 $343.5750 to $344.0700. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 22:08 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,001 | $343.05 | $686,437.25 |
DisclosureSEC source: 0001289419-24-000119 · wk-form4_1731103385.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,819,518 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 $342.2000 to $343.3400. 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 06, 2024 Filed Nov 8, 2024 22:08 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,488 | $340.35 | $506,444.97 |
DisclosureSEC source: 0001289419-24-000119 · wk-form4_1731103385.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,821,519 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 $340.2000 to $341.0600. 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 06, 2024 Filed Nov 8, 2024 22:08 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 705 | $339.01 | $239,004.17 |
DisclosureSEC source: 0001289419-24-000119 · wk-form4_1731103385.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,823,007 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 $338.7800 to $339.6400. 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 06, 2024 Filed Nov 8, 2024 22:08 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,324 | $337.74 | $784,897.07 |
DisclosureSEC source: 0001289419-24-000119 · wk-form4_1731103385.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,823,712 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 $337.2900 to $338.2500. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 06, 2024 Filed Nov 8, 2024 22:08 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,958 | $336.39 | $658,654.56 |
DisclosureSEC source: 0001289419-24-000119 · wk-form4_1731103385.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,826,036 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 $335.9550 to $336.8500. 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 05, 2024 Filed Nov 6, 2024 22:27 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,441 | $336.19 | $484,452.67 |
DisclosureSEC source: 0001289419-24-000117 · wk-form4_1730932041.xml · nonDerivative · entry 10 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,827,994 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 $335.6700 to $336.6400. 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 05, 2024 Filed Nov 6, 2024 22:27 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 943 | $335.16 | $316,057.86 |
DisclosureSEC source: 0001289419-24-000117 · wk-form4_1730932041.xml · nonDerivative · entry 9 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,829,435 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 $334.6150 to $335.6000. 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 05, 2024 Filed Nov 6, 2024 22:27 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,258 | $334.10 | $754,398.25 |
DisclosureSEC source: 0001289419-24-000117 · wk-form4_1730932041.xml · nonDerivative · entry 8 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,830,378 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023. F9 · price: The transaction was executed in multiple trades at prices ranging from $333.6000 to $334.5850. 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 05, 2024 Filed Nov 6, 2024 22:27 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,716 | $333.02 | $904,487.75 |
DisclosureSEC source: 0001289419-24-000117 · wk-form4_1730932041.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,832,636 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023. F8 · price: The transaction was executed in multiple trades at prices ranging from $332.5650 to $333.4800. 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 05, 2024 Filed Nov 6, 2024 22:27 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 760 | $331.97 | $252,299.40 |
DisclosureSEC source: 0001289419-24-000117 · wk-form4_1730932041.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,835,352 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 $331.5450 to $332.4600. 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 05, 2024 Filed Nov 6, 2024 22:27 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 544 | $330.99 | $180,056.11 |
DisclosureSEC source: 0001289419-24-000117 · wk-form4_1730932041.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,836,112 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 $330.3000 to $331.2950. 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 04, 2024 Filed Nov 6, 2024 22:27 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 281 | $330.57 | $92,890.93 |
DisclosureSEC source: 0001289419-24-000117 · wk-form4_1730932041.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,836,656 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 $330.5100 to $330.6800. 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 04, 2024 Filed Nov 6, 2024 22:27 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 5,229 | $329.77 | $1,724,388.77 |
DisclosureSEC source: 0001289419-24-000117 · wk-form4_1730932041.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,836,937 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 $329.4850 to $330.3900. 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 |
| November 04, 2024 Filed Nov 6, 2024 22:27 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,633 | $329.25 | $866,909.46 |
DisclosureSEC source: 0001289419-24-000117 · wk-form4_1730932041.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,842,166 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023. F3 · price: The transaction was executed in multiple trades at prices ranging from $328.4850 to $329.4800. 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 04, 2024 Filed Nov 6, 2024 22:27 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 919 | $327.83 | $301,276.32 |
DisclosureSEC source: 0001289419-24-000117 · wk-form4_1730932041.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,844,799 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 $327.4100 to $328.3650. 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 01, 2024 Filed Nov 4, 2024 23:02 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,742 | $329.46 | $573,924.02 |
DisclosureSEC source: 0001289419-24-000115 · wk-form4_1730761356.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,845,718 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 $329.0850 to $330.0000. 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 01, 2024 Filed Nov 4, 2024 23:02 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,818 | $328.46 | $925,602.53 |
DisclosureSEC source: 0001289419-24-000115 · wk-form4_1730761356.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,847,460 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023. F4 · price: The transaction was executed in multiple trades at prices ranging from $328.0550 to $329.0400. 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 01, 2024 Filed Nov 4, 2024 23:02 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,502 | $327.58 | $1,474,783.62 |
DisclosureSEC source: 0001289419-24-000115 · wk-form4_1730761356.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,850,278 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 $327.0500 to $328.0400. 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. F3 · balance_after: Reflects 337,868 shares distributed in the third quarter of 2024 to the reporting person from grantor retained annuity trusts 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 |
| September 10, 2024 Filed Sep 12, 2024 20:48 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4 | $308.34 | $1,233.34 |
DisclosureSEC source: 0001289419-24-000095 · wk-form4_1726174125.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,516,912 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 |
| September 10, 2024 Filed Sep 12, 2024 20:48 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 92 | $307.53 | $28,293.05 |
DisclosureSEC source: 0001289419-24-000095 · wk-form4_1726174125.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,516,916 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 $307.2700 to $308.0100. 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 10, 2024 Filed Sep 12, 2024 20:48 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 37 | $306.49 | $11,339.97 |
DisclosureSEC source: 0001289419-24-000095 · wk-form4_1726174125.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,517,008 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 $306.1850 to $307.0300. 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.