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 |
|---|---|---|---|---|---|---|
| June 04, 2024 Filed Jun 6, 2024 22:04 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 653 | $291.28 | $190,204.53 |
DisclosureSEC source: 0001062993-24-012100 · form4.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,648,275 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 $290.5500 to $291.5300. 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 03, 2024 Filed Jun 4, 2024 22:06 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,230 | $290.55 | $357,379.70 |
DisclosureSEC source: 0001062993-24-011892 · 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: 10,648,928 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 $290.3800 to $290.8900. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 03, 2024 Filed Jun 4, 2024 22:06 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,466 | $289.76 | $1,294,090.04 |
DisclosureSEC source: 0001062993-24-011892 · 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: 10,650,158 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 $289.3700 to $290.3600. 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 03, 2024 Filed Jun 4, 2024 22:06 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,141 | $288.59 | $329,278.79 |
DisclosureSEC source: 0001062993-24-011892 · 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: 10,654,624 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 $288.2700 to $289.2100. 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 03, 2024 Filed Jun 4, 2024 22:06 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,225 | $287.71 | $640,144.74 |
DisclosureSEC source: 0001062993-24-011892 · 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: 10,655,765 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 $287.2500 to $288.2400. 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 |
| May 31, 2024 Filed Jun 4, 2024 22:06 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 242 | $288.50 | $69,817.00 |
DisclosureSEC source: 0001062993-24-011892 · 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: 10,657,990 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 $288.4750 to $288.6800. 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 |
| May 31, 2024 Filed Jun 4, 2024 22:06 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,745 | $288.13 | $502,778.47 |
DisclosureSEC source: 0001062993-24-011892 · 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: 10,658,232 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 $287.4600 to $288.3800. 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 |
| May 31, 2024 Filed Jun 4, 2024 22:06 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,548 | $286.68 | $730,448.15 |
DisclosureSEC source: 0001062993-24-011892 · form4.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,659,977 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 $286.4300 to $287.4100. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 30, 2024 Filed May 31, 2024 20:38 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1 | $288.82 | $288.82 |
DisclosureSEC source: 0001062993-24-011559 · 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: 10,662,525 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 |
| May 30, 2024 Filed May 31, 2024 20:38 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,205 | $287.85 | $346,864.07 |
DisclosureSEC source: 0001062993-24-011559 · 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: 10,662,526 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 $287.7000 to $288.000. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 30, 2024 Filed May 31, 2024 20:38 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,663 | $286.98 | $1,338,192.87 |
DisclosureSEC source: 0001062993-24-011559 · 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: 10,663,731 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 $286.6900 to 287.6601. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 29, 2024 Filed May 31, 2024 20:38 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 95 | $290.95 | $27,640.25 |
DisclosureSEC source: 0001062993-24-011559 · form4.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,668,394 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 |
| May 28, 2024 Filed May 29, 2024 21:07 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 236 | $296.65 | $70,010.44 |
DisclosureSEC source: 0001062993-24-011421 · form4.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,668,489 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 $296.6000 to $296.7200. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 24, 2024 Filed May 28, 2024 21:37 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 758 | $298.47 | $226,242.23 |
DisclosureSEC source: 0001062993-24-011368 · 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: 10,668,725 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 $298.2300 to $298.9700. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 24, 2024 Filed May 28, 2024 21:37 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,225 | $297.56 | $364,510.02 |
DisclosureSEC source: 0001062993-24-011368 · 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: 10,669,483 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 $297.2300 to $298.0500. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 24, 2024 Filed May 28, 2024 21:37 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,392 | $296.81 | $709,965.45 |
DisclosureSEC source: 0001062993-24-011368 · 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: 10,670,708 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 $296.1700 to $297.1100. 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 |
| May 24, 2024 Filed May 28, 2024 21:37 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 414 | $295.52 | $122,345.20 |
DisclosureSEC source: 0001062993-24-011368 · 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: 10,673,100 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 $295.1600 to $295.9900. 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 |
| May 24, 2024 Filed May 28, 2024 21:37 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 293 | $294.32 | $86,234.85 |
DisclosureSEC source: 0001062993-24-011368 · 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: 10,673,514 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 $293.7300 to $294.6600. 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 |
| May 23, 2024 Filed May 28, 2024 21:37 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 141 | $299.25 | $42,193.71 |
DisclosureSEC source: 0001062993-24-011368 · 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: 10,673,807 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 $299.2100 to $299.3800. 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 |
| May 23, 2024 Filed May 28, 2024 21:37 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 974 | $298.53 | $290,766.08 |
DisclosureSEC source: 0001062993-24-011368 · form4.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,673,948 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 $298.1800 to $299.1500. 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 |
| May 22, 2024 Filed May 23, 2024 21:07 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 256 | $301.11 | $77,085.06 |
DisclosureSEC source: 0001062993-24-011089 · 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: 10,674,922 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 $301.0750 to $301.1600. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 22, 2024 Filed May 23, 2024 21:07 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,703 | $300.57 | $812,450.44 |
DisclosureSEC source: 0001062993-24-011089 · 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: 10,675,178 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 $300.0650 to $301.0500. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 22, 2024 Filed May 23, 2024 21:07 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,064 | $299.52 | $618,206.80 |
DisclosureSEC source: 0001062993-24-011089 · 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: 10,677,881 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023. F7 · price: The transaction was executed in multiple trades at prices ranging from $299.0400 to $300.0100. 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 |
| May 21, 2024 Filed May 23, 2024 21:07 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 230 | $300.55 | $69,126.06 |
DisclosureSEC source: 0001062993-24-011089 · 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: 10,679,945 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 $300.4950 to $300.6000. 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 |
| May 21, 2024 Filed May 23, 2024 21:07 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,733 | $299.93 | $519,775.40 |
DisclosureSEC source: 0001062993-24-011089 · 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: 10,680,175 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 $299.4900 to $300.4900. 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 |
| May 21, 2024 Filed May 23, 2024 21:07 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,365 | $298.79 | $407,844.26 |
DisclosureSEC source: 0001062993-24-011089 · 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: 10,681,908 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 $298.3200 to $299.3100. 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 |
| May 21, 2024 Filed May 23, 2024 21:07 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,333 | $297.74 | $992,372.42 |
DisclosureSEC source: 0001062993-24-011089 · 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: 10,683,273 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 $297.1900 to $298.1900. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 21, 2024 Filed May 23, 2024 21:07 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,325 | $296.81 | $393,279.35 |
DisclosureSEC source: 0001062993-24-011089 · form4.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,686,606 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 $296.1700 to $297.1700. 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 |
| May 20, 2024 Filed May 21, 2024 21:02 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,083 | $301.27 | $326,279.96 |
DisclosureSEC source: 0001062993-24-010902 · 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: 10,687,931 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023. F6 · price: The transaction was executed in multiple trades at prices ranging from $301.0000 to $301.9850. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 20, 2024 Filed May 21, 2024 21:02 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,613 | $300.45 | $484,627.62 |
DisclosureSEC source: 0001062993-24-010902 · 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: 10,689,014 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 $299.9450 to $300.8700. 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 |
| May 20, 2024 Filed May 21, 2024 21:02 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,538 | $299.17 | $759,293.97 |
DisclosureSEC source: 0001062993-24-010902 · 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: 10,690,627 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. F4 · price: The transaction was executed in multiple trades at prices ranging from $298.7750 to $299.7400. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 17, 2024 Filed May 21, 2024 21:02 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 698 | $300.16 | $209,512.17 |
DisclosureSEC source: 0001062993-24-010902 · 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: 10,693,165 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 $299.9800 to $300.4550. 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 |
| May 17, 2024 Filed May 21, 2024 21:02 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,587 | $299.37 | $1,073,847.36 |
DisclosureSEC source: 0001062993-24-010902 · form4.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,693,863 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 $298.9700 to $299.9300. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 16, 2024 Filed May 18, 2024 00:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 130 | $301.70 | $39,221.00 |
DisclosureSEC source: 0001062993-24-010733 · 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: 10,697,450 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023. Read SEC document |
| May 16, 2024 Filed May 18, 2024 00:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,513 | $301.04 | $756,506.23 |
DisclosureSEC source: 0001062993-24-010733 · 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: 10,697,580 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 $300.6400 to $301.5200. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 16, 2024 Filed May 18, 2024 00:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,419 | $300.26 | $1,026,591.68 |
DisclosureSEC source: 0001062993-24-010733 · 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: 10,700,093 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 $299.6400 to $300.6300. 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 |
| May 15, 2024 Filed May 18, 2024 00:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,388 | $301.87 | $418,989.59 |
DisclosureSEC source: 0001062993-24-010733 · 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: 10,703,512 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 $301.6000 to $302.4400. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 15, 2024 Filed May 18, 2024 00:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,947 | $301.03 | $887,144.55 |
DisclosureSEC source: 0001062993-24-010733 · 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: 10,704,900 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 $300.5700 to $301.4700. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 15, 2024 Filed May 18, 2024 00:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 264 | $299.80 | $79,146.20 |
DisclosureSEC source: 0001062993-24-010733 · 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: 10,707,847 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 $299.4200 to $300.1100. 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 |
| May 15, 2024 Filed May 18, 2024 00:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 188 | $298.76 | $56,167.20 |
DisclosureSEC source: 0001062993-24-010733 · 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: 10,708,111 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 $298.3650 to $299.1750. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 15, 2024 Filed May 18, 2024 00:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 17 | $297.25 | $5,053.25 |
DisclosureSEC source: 0001062993-24-010733 · form4.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,708,299 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 |
| May 14, 2024 Filed May 15, 2024 21:30 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 345 | $297.51 | $102,639.74 |
DisclosureSEC source: 0001062993-24-010350 · 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: 10,708,316 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023. F6 · price: The transaction was executed in multiple trades at prices ranging from $297.4750 to $297.5850. 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 |
| May 14, 2024 Filed May 15, 2024 21:30 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,832 | $297.01 | $544,122.14 |
DisclosureSEC source: 0001062993-24-010350 · 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: 10,708,661 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 $296.4300 to $297.3900. 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 |
| May 14, 2024 Filed May 15, 2024 21:30 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,504 | $295.81 | $740,705.49 |
DisclosureSEC source: 0001062993-24-010350 · 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: 10,710,493 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 $295.4000 to $296.3200. 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 |
| May 13, 2024 Filed May 15, 2024 21:30 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 563 | $298.70 | $168,168.66 |
DisclosureSEC source: 0001062993-24-010350 · 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: 10,712,997 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 $298.4400 to $299.0300. 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 |
| May 13, 2024 Filed May 15, 2024 21:30 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 995 | $297.87 | $296,379.75 |
DisclosureSEC source: 0001062993-24-010350 · form4.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 10,713,560 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 $297.3800 to $298.2700. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 10, 2024 Filed May 13, 2024 21:13 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 259 | $300.39 | $77,801.40 |
DisclosureSEC source: 0001062993-24-010062 · 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: 10,714,555 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. F8 · price: The transaction was executed in multiple trades at prices ranging from $300.2200 to $300.6000. 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 |
| May 10, 2024 Filed May 13, 2024 21:13 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,445 | $299.63 | $432,966.94 |
DisclosureSEC source: 0001062993-24-010062 · 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: 10,714,814 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 $299.2000 to $300.1400. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 10, 2024 Filed May 13, 2024 21:13 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,359 | $298.66 | $1,003,209.69 |
DisclosureSEC source: 0001062993-24-010062 · 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: 10,716,259 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023. F6 · price: The transaction was executed in multiple trades at prices ranging from $298.1900 to $299.1700. 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 |
| May 09, 2024 Filed May 13, 2024 21:13 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,812 | $298.89 | $541,581.98 |
DisclosureSEC source: 0001062993-24-010062 · 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: 10,719,618 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 $298.5800 to $299.3000. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.