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 |
|---|---|---|---|---|---|---|
| August 19, 2024 Filed Aug 21, 2024 21:03 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,169 | $315.57 | $1,000,029.29 |
DisclosureSEC source: 0001289419-24-000077 · wk-form4_1724274186.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,581,799 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 $315.3300 to $316.3200. 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 |
| August 16, 2024 Filed Aug 19, 2024 20:40 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,724 | $316.52 | $862,190.13 |
DisclosureSEC source: 0001289419-24-000075 · wk-form4_1724100022.xml · nonDerivative · entry 8 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,584,968 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 $316.1800 to $316.9250. 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 |
| August 16, 2024 Filed Aug 19, 2024 20:40 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,579 | $315.66 | $814,081.72 |
DisclosureSEC source: 0001289419-24-000075 · wk-form4_1724100022.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,587,692 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 $315.1800 to $316.1650. 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 |
| August 16, 2024 Filed Aug 19, 2024 20:40 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,927 | $314.12 | $605,316.56 |
DisclosureSEC source: 0001289419-24-000075 · wk-form4_1724100022.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,590,271 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 $313.6650 to $314.6150. 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 |
| August 16, 2024 Filed Aug 19, 2024 20:40 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 692 | $313.16 | $216,706.86 |
DisclosureSEC source: 0001289419-24-000075 · wk-form4_1724100022.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,592,198 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023. F6 · price: The transaction was executed in multiple trades at prices ranging from $312.6301 to $313.6050. 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 |
| August 15, 2024 Filed Aug 19, 2024 20:40 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 992 | $313.75 | $311,244.36 |
DisclosureSEC source: 0001289419-24-000075 · wk-form4_1724100022.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,592,890 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 $313.4500 to $313.9900. 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 |
| August 15, 2024 Filed Aug 19, 2024 20:40 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,332 | $312.89 | $1,042,564.14 |
DisclosureSEC source: 0001289419-24-000075 · wk-form4_1724100022.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,593,882 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. F4 · price: The transaction was executed in multiple trades at prices ranging from $312.3900 to $313.3100. 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 |
| August 15, 2024 Filed Aug 19, 2024 20:40 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 782 | $311.69 | $243,745.41 |
DisclosureSEC source: 0001289419-24-000075 · wk-form4_1724100022.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,597,214 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 $311.3700 to $312.0400. 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 |
| August 15, 2024 Filed Aug 19, 2024 20:40 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,803 | $310.84 | $560,443.98 |
DisclosureSEC source: 0001289419-24-000075 · wk-form4_1724100022.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,597,996 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 $310.1500 to $311.1100. 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 |
| August 14, 2024 Filed Aug 15, 2024 21:30 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 955 | $311.20 | $297,192.18 |
DisclosureSEC source: 0001289419-24-000073 · wk-form4_1723757425.xml · nonDerivative · entry 8 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,599,799 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. F9 · price: The transaction was executed in multiple trades at prices ranging from $311.0650 to $311.4200. 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 |
| August 14, 2024 Filed Aug 15, 2024 21:30 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,659 | $310.59 | $825,848.71 |
DisclosureSEC source: 0001289419-24-000073 · wk-form4_1723757425.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,600,754 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 $310.0250 to $311.0000. 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 |
| August 14, 2024 Filed Aug 15, 2024 21:30 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,643 | $309.53 | $508,558.78 |
DisclosureSEC source: 0001289419-24-000073 · wk-form4_1723757425.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,603,413 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 $309.0500 to $309.8801. 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 |
| August 13, 2024 Filed Aug 15, 2024 21:30 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 186 | $310.70 | $57,790.05 |
DisclosureSEC source: 0001289419-24-000073 · wk-form4_1723757425.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,605,056 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 $310.6400 to $310.7500. 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 |
| August 13, 2024 Filed Aug 15, 2024 21:30 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,998 | $309.95 | $619,284.30 |
DisclosureSEC source: 0001289419-24-000073 · wk-form4_1723757425.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,605,242 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. F5 · price: The transaction was executed in multiple trades at prices ranging from $309.5950 to $310.5550. 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 |
| August 13, 2024 Filed Aug 15, 2024 21:30 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,352 | $308.99 | $417,748.94 |
DisclosureSEC source: 0001289419-24-000073 · wk-form4_1723757425.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,607,240 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 $308.5850 to $309.5600. 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 |
| August 13, 2024 Filed Aug 15, 2024 21:30 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,474 | $308.20 | $454,289.75 |
DisclosureSEC source: 0001289419-24-000073 · wk-form4_1723757425.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,608,592 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 $307.4900 to $308.4900. 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 |
| August 13, 2024 Filed Aug 15, 2024 21:30 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 489 | $306.82 | $150,037.03 |
DisclosureSEC source: 0001289419-24-000073 · wk-form4_1723757425.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,610,066 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 $306.4650 to $307.4550. 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 |
| August 12, 2024 Filed Aug 13, 2024 20:55 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,653 | $305.75 | $505,401.61 |
DisclosureSEC source: 0001289419-24-000071 · wk-form4_1723582531.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,610,555 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 $305.4700 to $306.1700. 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 |
| August 12, 2024 Filed Aug 13, 2024 20:55 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,496 | $305.09 | $1,066,579.26 |
DisclosureSEC source: 0001289419-24-000071 · wk-form4_1723582531.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,612,208 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 $304.4700 to $305.4600. 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 |
| August 09, 2024 Filed Aug 13, 2024 20:55 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 151 | $306.51 | $46,282.29 |
DisclosureSEC source: 0001289419-24-000071 · wk-form4_1723582531.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,615,704 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 $306.4200 to $306.7100. 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 |
| August 09, 2024 Filed Aug 13, 2024 20:55 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,414 | $305.80 | $1,044,015.88 |
DisclosureSEC source: 0001289419-24-000071 · wk-form4_1723582531.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,615,855 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 $305.3900 to $306.3250. 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 |
| August 09, 2024 Filed Aug 13, 2024 20:55 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,410 | $305.03 | $430,085.96 |
DisclosureSEC source: 0001289419-24-000071 · wk-form4_1723582531.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,619,269 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 $304.3900 to $305.3850. 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 |
| August 08, 2024 Filed Aug 9, 2024 21:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 381 | $305.72 | $116,480.77 |
DisclosureSEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 13 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,620,679 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 $305.6500 to $305.9750. 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 |
| August 08, 2024 Filed Aug 9, 2024 21:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,222 | $305.03 | $982,816.00 |
DisclosureSEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 12 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,621,060 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 $304.6500 to $305.5800. 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 |
| August 08, 2024 Filed Aug 9, 2024 21:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,345 | $304.07 | $408,969.44 |
DisclosureSEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 11 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,624,282 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 $303.6401 to $304.5550. 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 |
| August 08, 2024 Filed Aug 9, 2024 21:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 20 | $302.70 | $6,053.90 |
DisclosureSEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 10 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,625,627 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 $302.6000 to $302.7900. 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 |
| August 08, 2024 Filed Aug 9, 2024 21:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 132 | $301.14 | $39,750.66 |
DisclosureSEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 9 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,625,647 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 $301.1250 to $301.1850. 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 |
| August 08, 2024 Filed Aug 9, 2024 21:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 17 | $299.98 | $5,099.66 |
DisclosureSEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 8 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,625,779 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 |
| August 07, 2024 Filed Aug 9, 2024 21:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 50 | $307.54 | $15,377.00 |
DisclosureSEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,625,796 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 |
| August 07, 2024 Filed Aug 9, 2024 21:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 568 | $306.98 | $174,362.37 |
DisclosureSEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,625,846 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 $306.5200 to $307.3800. 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 |
| August 07, 2024 Filed Aug 9, 2024 21:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,739 | $305.85 | $531,865.32 |
DisclosureSEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,626,414 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 $305.3650 to $306.3300. 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 |
| August 07, 2024 Filed Aug 9, 2024 21:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 969 | $304.75 | $295,299.07 |
DisclosureSEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,628,153 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 $304.3301 to $305.3000. 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 |
| August 07, 2024 Filed Aug 9, 2024 21:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 473 | $303.81 | $143,700.33 |
DisclosureSEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,629,122 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 $303.3201 to $304.2801. 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 |
| August 07, 2024 Filed Aug 9, 2024 21:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 544 | $302.29 | $164,445.76 |
DisclosureSEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,629,595 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 $302.1200 to $302.5400. 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 |
| August 07, 2024 Filed Aug 9, 2024 21:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,567 | $301.67 | $472,716.73 |
DisclosureSEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,630,139 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 $301.1100 to $302.0550. 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 |
| August 06, 2024 Filed Aug 7, 2024 21:08 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 555 | $304.84 | $169,184.20 |
DisclosureSEC source: 0001289419-24-000066 · wk-form4_1723064882.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,631,706 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 $304.5400 to $305.3300. 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 |
| August 06, 2024 Filed Aug 7, 2024 21:08 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,112 | $303.92 | $641,871.44 |
DisclosureSEC source: 0001289419-24-000066 · wk-form4_1723064882.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,632,261 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 $303.5200 to $304.3550. 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 |
| August 06, 2024 Filed Aug 7, 2024 21:08 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,092 | $302.70 | $633,242.12 |
DisclosureSEC source: 0001289419-24-000066 · wk-form4_1723064882.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,634,373 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 $302.3550 to $303.2500. 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 |
| August 06, 2024 Filed Aug 7, 2024 21:08 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,481 | $301.88 | $1,050,827.22 |
DisclosureSEC source: 0001289419-24-000066 · wk-form4_1723064882.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,636,465 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 $301.3250 to $302.3000. 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 |
| August 06, 2024 Filed Aug 7, 2024 21:08 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 822 | $300.98 | $247,402.68 |
DisclosureSEC source: 0001289419-24-000066 · wk-form4_1723064882.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,639,946 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 $300.3200 to $301.3000. 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 |
| August 01, 2024 Filed Aug 5, 2024 20:58 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 190 | $317.66 | $60,355.32 |
DisclosureSEC source: 0001289419-24-000064 · wk-form4_1722891508.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,640,768 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 $317.6500 to $317.6600. 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 |
| August 01, 2024 Filed Aug 5, 2024 20:58 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 954 | $316.90 | $302,321.46 |
DisclosureSEC source: 0001289419-24-000064 · wk-form4_1722891508.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,640,958 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 $316.6500 to $317.6300. 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 |
| June 05, 2024 Filed Jun 6, 2024 22:04 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 118 | $296.02 | $34,930.70 |
DisclosureSEC source: 0001062993-24-012100 · form4.xml · nonDerivative · entry 9 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,641,912 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. F10 · price: The transaction was executed in multiple trades at prices ranging from $295.7400 to $296.3100. 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 |
| June 05, 2024 Filed Jun 6, 2024 22:04 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 155 | $295.15 | $45,747.72 |
DisclosureSEC source: 0001062993-24-012100 · form4.xml · nonDerivative · entry 8 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,642,030 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023. F9 · price: The transaction was executed in multiple trades at prices ranging from $294.6500 to $295.5700. 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 |
| June 05, 2024 Filed Jun 6, 2024 22:04 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 41 | $293.67 | $12,040.31 |
DisclosureSEC source: 0001062993-24-012100 · form4.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,642,185 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 $293.5850 to $293.7150. 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 |
| June 05, 2024 Filed Jun 6, 2024 22:04 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 61 | $293.23 | $17,886.98 |
DisclosureSEC source: 0001062993-24-012100 · form4.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,642,226 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 $292.5800 to $293.4800. 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 |
| June 05, 2024 Filed Jun 6, 2024 22:04 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 22 | $291.64 | $6,416.16 |
DisclosureSEC source: 0001062993-24-012100 · form4.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,642,287 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 $291.2750 to $291.8350. 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 |
| June 04, 2024 Filed Jun 6, 2024 22:04 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 678 | $293.98 | $199,318.71 |
DisclosureSEC source: 0001062993-24-012100 · form4.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,642,309 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 $293.8300 to $294.3450. 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 |
| June 04, 2024 Filed Jun 6, 2024 22:04 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,253 | $293.14 | $660,452.76 |
DisclosureSEC source: 0001062993-24-012100 · form4.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,642,987 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 $292.7100 to $293.5300. 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 |
| June 04, 2024 Filed Jun 6, 2024 22:04 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,035 | $292.32 | $887,176.33 |
DisclosureSEC source: 0001062993-24-012100 · form4.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,645,240 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 $291.7000 to $292.6900. 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.