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 31, 2023 Filed Sep 5, 2023 20:01 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 614 | $229.42 | $140,861.18 |
DisclosureSEC source: 0001062993-23-017518 · 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: 11,540,031 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 February 28, 2023. F3 · price: The transaction was executed in multiple trades at prices ranging from $228.9500 to $229.9000. 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 31, 2023 Filed Sep 5, 2023 20:01 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 904 | $227.85 | $205,975.68 |
DisclosureSEC source: 0001062993-23-017518 · 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: 11,540,645 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2023. F2 · price: The transaction was executed in multiple trades at prices ranging from $227.6450 to $228.6100. 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 30, 2023 Filed Aug 31, 2023 16:57 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,198 | $228.45 | $730,595.57 |
DisclosureSEC source: 0001062993-23-017335 · 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: 11,541,549 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 February 28, 2023. F9 · price: The transaction was executed in multiple trades at prices ranging from $227.9300 to $228.8875. 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 30, 2023 Filed Aug 31, 2023 16:57 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,003 | $227.45 | $683,029.65 |
DisclosureSEC source: 0001062993-23-017335 · 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: 11,544,747 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 February 28, 2023. F8 · price: The transaction was executed in multiple trades at prices ranging from $226.9300 to $227.8750. 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 30, 2023 Filed Aug 31, 2023 16:57 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,461 | $226.52 | $330,951.56 |
DisclosureSEC source: 0001062993-23-017335 · 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: 11,547,750 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 February 28, 2023. F7 · price: The transaction was executed in multiple trades at prices ranging from $225.9050 to $226.8900. 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 |
| August 30, 2023 Filed Aug 31, 2023 16:57 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 823 | $225.43 | $185,530.70 |
DisclosureSEC source: 0001062993-23-017335 · 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: 11,549,211 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 February 28, 2023. F6 · price: The transaction was executed in multiple trades at prices ranging from $224.8400 to $225.8300. 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 30, 2023 Filed Aug 31, 2023 16:57 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,830 | $224.32 | $410,504.50 |
DisclosureSEC source: 0001062993-23-017335 · 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: 11,550,034 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2023. F5 · price: The transaction was executed in multiple trades at prices ranging from $223.7700 to $224.7025. 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 29, 2023 Filed Aug 31, 2023 16:57 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,180 | $227.54 | $268,499.68 |
DisclosureSEC source: 0001062993-23-017335 · 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: 11,551,864 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 February 28, 2023. F4 · price: The transaction was executed in multiple trades at prices ranging from $227.3700 to $227.7475. 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 29, 2023 Filed Aug 31, 2023 16:57 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,973 | $226.93 | $447,740.39 |
DisclosureSEC source: 0001062993-23-017335 · 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: 11,553,044 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 February 28, 2023. F3 · price: The transaction was executed in multiple trades at prices ranging from $226.3700 to $227.3500. 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 29, 2023 Filed Aug 31, 2023 16:57 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,462 | $225.84 | $781,868.47 |
DisclosureSEC source: 0001062993-23-017335 · 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: 11,555,017 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 February 28, 2023. F2 · price: The transaction was executed in multiple trades at prices ranging from $225.3700 to $226.3600. 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 |
| August 28, 2023 Filed Aug 29, 2023 21:05 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 360 | $227.47 | $81,890.39 |
DisclosureSEC source: 0001062993-23-017215 · form4.xml · nonDerivative · entry 10 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 11,558,479 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 February 28, 2023. F12 · price: The transaction was executed in multiple trades at prices ranging from $227.3800 to $227.7100. 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 28, 2023 Filed Aug 29, 2023 21:05 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,781 | $226.77 | $630,636.25 |
DisclosureSEC source: 0001062993-23-017215 · 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: 11,558,839 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2023. F11 · price: The transaction was executed in multiple trades at prices ranging from $226.3700 to $227.2800. 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 28, 2023 Filed Aug 29, 2023 21:05 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,049 | $225.91 | $914,702.30 |
DisclosureSEC source: 0001062993-23-017215 · 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: 11,561,620 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 February 28, 2023. F10 · price: The transaction was executed in multiple trades at prices ranging from $225.3500 to $226.3000. 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 28, 2023 Filed Aug 29, 2023 21:05 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,322 | $224.72 | $297,085.26 |
DisclosureSEC source: 0001062993-23-017215 · 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: 11,565,669 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2023. F9 · price: The transaction was executed in multiple trades at prices ranging from $224.3000 to $225.2200. 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 28, 2023 Filed Aug 29, 2023 21:05 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,888 | $223.60 | $422,162.65 |
DisclosureSEC source: 0001062993-23-017215 · 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: 11,566,991 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 February 28, 2023. F8 · price: The transaction was executed in multiple trades at prices ranging from $223.2750 to $224.2550. 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 28, 2023 Filed Aug 29, 2023 21:05 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,030 | $222.62 | $451,916.37 |
DisclosureSEC source: 0001062993-23-017215 · 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: 11,568,879 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 February 28, 2023. F7 · price: The transaction was executed in multiple trades at prices ranging from $222.1200 to $223.0875. 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 28, 2023 Filed Aug 29, 2023 21:05 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 220 | $221.54 | $48,739.20 |
DisclosureSEC source: 0001062993-23-017215 · 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: 11,570,909 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 February 28, 2023. F6 · price: The transaction was executed in multiple trades at prices ranging from $221.1000 to $221.9100. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 21:05 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,098 | $222.15 | $243,925.75 |
DisclosureSEC source: 0001062993-23-017215 · 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: 11,571,129 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 February 28, 2023. F5 · price: The transaction was executed in multiple trades at prices ranging from $222.0450 to $222.3200. 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 25, 2023 Filed Aug 29, 2023 21:05 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 8,293 | $221.37 | $1,835,842.14 |
DisclosureSEC source: 0001062993-23-017215 · 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: 11,572,227 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 February 28, 2023. F4 · price: The transaction was executed in multiple trades at prices ranging from $220.9500 to $221.9200. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 25, 2023 Filed Aug 29, 2023 21:05 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,259 | $220.53 | $718,690.98 |
DisclosureSEC source: 0001062993-23-017215 · 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: 11,580,520 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 February 28, 2023. F3 · price: The transaction was executed in multiple trades at prices ranging from $219.9500 to $220.9400. 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. F2 · balance_after: On August 23, 2021, the reporting person contributed 4,500,000 shares of Morningstar common stock to grantor retained annuity trusts for the benefit of himself and his children. Pursuant to the terms of such trusts, 301,025 shares were distributed to the reporting person on September 27, 2022. On December 6, 2022, the reporting person contributed 600,000 shares of Morningstar common stock to such trusts. Pursuant to the terms of such trusts, 399,280 shares were distributed to the reporting person on August 23, 2023 and are reported as directly owned in this Form 4. The reporting person's Form 4 filed on August 23, 2023 did not reflect this adjustment between direct and indirect holdings due to administrative error. Read SEC document |
| August 24, 2023 Filed Aug 25, 2023 19:46 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 722 | $221.24 | $159,738.67 |
DisclosureSEC source: 0001062993-23-017107 · 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: 11,184,499 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2023. F9 · price: The transaction was executed in multiple trades at prices ranging from $221.2100 to $221.2600. 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 24, 2023 Filed Aug 25, 2023 19:46 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,358 | $220.63 | $961,486.80 |
DisclosureSEC source: 0001062993-23-017107 · 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: 11,185,221 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 February 28, 2023. F8 · price: The transaction was executed in multiple trades at prices ranging from $220.2100 to $221.2000. 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 24, 2023 Filed Aug 25, 2023 19:46 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,335 | $219.67 | $952,249.51 |
DisclosureSEC source: 0001062993-23-017107 · 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: 11,189,579 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 February 28, 2023. F7 · price: The transaction was executed in multiple trades at prices ranging from $219.2100 to $220.1850. 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 23, 2023 Filed Aug 25, 2023 19:46 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 513 | $220.25 | $112,987.07 |
DisclosureSEC source: 0001062993-23-017107 · 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: 11,193,914 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 February 28, 2023. F6 · price: The transaction was executed in multiple trades at prices ranging from $220.2000 to $220.3400. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 23, 2023 Filed Aug 25, 2023 19:46 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,588 | $219.69 | $1,007,950.11 |
DisclosureSEC source: 0001062993-23-017107 · 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: 11,194,427 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 February 28, 2023. F5 · price: The transaction was executed in multiple trades at prices ranging from $219.1900 to $220.1700. 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 23, 2023 Filed Aug 25, 2023 19:46 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,898 | $218.72 | $415,121.26 |
DisclosureSEC source: 0001062993-23-017107 · 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: 11,199,015 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 February 28, 2023. F4 · price: The transaction was executed in multiple trades at prices ranging from $218.1700 to $219.1000. 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 23, 2023 Filed Aug 25, 2023 19:46 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 890 | $217.05 | $193,176.99 |
DisclosureSEC source: 0001062993-23-017107 · 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: 11,200,913 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 February 28, 2023. F3 · price: The transaction was executed in multiple trades at prices ranging from $216.7000 to $217.3700. 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 23, 2023 Filed Aug 25, 2023 19:46 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 946 | $216.09 | $204,416.98 |
DisclosureSEC source: 0001062993-23-017107 · 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: 11,201,803 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 February 28, 2023. F2 · price: The transaction was executed in multiple trades at prices ranging from $215.6700 to $216.6500. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 22, 2023 Filed Aug 23, 2023 19:45 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,393 | $216.21 | $517,385.50 |
DisclosureSEC source: 0001062993-23-017013 · 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: 11,202,749 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 February 28, 2023. F6 · price: The transaction was executed in multiple trades at prices ranging from $215.8900 to $216.6950. 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 22, 2023 Filed Aug 23, 2023 19:45 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,296 | $215.43 | $925,482.12 |
DisclosureSEC source: 0001062993-23-017013 · 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: 11,205,142 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 February 28, 2023. F5 · price: The transaction was executed in multiple trades at prices ranging from $214.8800 to $215.8700. 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 |
| August 22, 2023 Filed Aug 23, 2023 19:45 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,120 | $214.23 | $454,159.33 |
DisclosureSEC source: 0001062993-23-017013 · 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: 11,209,438 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 February 28, 2023. F4 · price: The transaction was executed in multiple trades at prices ranging from $213.8500 to $214.8300. 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 21, 2023 Filed Aug 23, 2023 19:45 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 907 | $216.50 | $196,361.87 |
DisclosureSEC source: 0001062993-23-017013 · 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: 11,211,558 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 February 28, 2023. F3 · price: The transaction was executed in multiple trades at prices ranging from $215.9800 to $216.8150. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 21, 2023 Filed Aug 23, 2023 19:45 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,056 | $215.39 | $873,624.27 |
DisclosureSEC source: 0001062993-23-017013 · 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: 11,212,465 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 February 28, 2023. F2 · price: The transaction was executed in multiple trades at prices ranging from $214.9600 to $215.9200. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 18, 2023 Filed Aug 21, 2023 15:04 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 224 | $219.39 | $49,143.05 |
DisclosureSEC source: 0001062993-23-016897 · 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: 11,216,521 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2023. F7 · price: The transaction was executed in multiple trades at prices ranging from $219.3100 to $219.4600. 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 17, 2023 Filed Aug 21, 2023 15:04 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,965 | $223.03 | $438,253.95 |
DisclosureSEC source: 0001062993-23-016897 · 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: 11,216,745 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 February 28, 2023. F6 · price: The transaction was executed in multiple trades at prices ranging from $222.7500 to $223.6250. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 17, 2023 Filed Aug 21, 2023 15:04 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,595 | $222.21 | $354,432.77 |
DisclosureSEC source: 0001062993-23-016897 · 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: 11,218,710 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 February 28, 2023. F5 · price: The transaction was executed in multiple trades at prices ranging from $221.73000 to $222.6400. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 17, 2023 Filed Aug 21, 2023 15:04 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,318 | $221.19 | $512,710.31 |
DisclosureSEC source: 0001062993-23-016897 · 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: 11,220,305 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 February 28, 2023. F4 · price: The transaction was executed in multiple trades at prices ranging from $220.7300 to $221.5800. 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 17, 2023 Filed Aug 21, 2023 15:04 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 5,172 | $220.27 | $1,139,229.20 |
DisclosureSEC source: 0001062993-23-016897 · 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: 11,222,623 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 February 28, 2023. F3 · price: The transaction was executed in multiple trades at prices ranging from $219.7300 to $220.7150. 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 |
| August 17, 2023 Filed Aug 21, 2023 15:04 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,600 | $219.37 | $350,994.08 |
DisclosureSEC source: 0001062993-23-016897 · 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: 11,227,795 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 February 28, 2023. F2 · price: The transaction was executed in multiple trades at prices ranging from $218.7000 to $219.6900. 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 |
| August 16, 2023 Filed Aug 17, 2023 18:11 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 6,761 | $219.49 | $1,483,968.51 |
DisclosureSEC source: 0001062993-23-016690 · 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: 11,229,395 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 February 28, 2023. F5 · price: The transaction was executed in multiple trades at prices ranging from $219.0000 to $219.9700. 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 |
| August 16, 2023 Filed Aug 17, 2023 18:11 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,038 | $218.75 | $227,063.64 |
DisclosureSEC source: 0001062993-23-016690 · 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: 11,236,156 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 February 28, 2023. F4 · price: The transaction was executed in multiple trades at prices ranging from $218.0000 to $218.9600. 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, 2023 Filed Aug 17, 2023 18:11 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,317 | $219.05 | $288,490.04 |
DisclosureSEC source: 0001062993-23-016690 · 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: 11,237,194 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 February 28, 2023. F3 · price: The transaction was executed in multiple trades at prices ranging from $219.0000 to $219.2700. 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 |
| August 15, 2023 Filed Aug 17, 2023 18:11 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,186 | $218.46 | $914,473.56 |
DisclosureSEC source: 0001062993-23-016690 · 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: 11,238,511 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 February 28, 2023. F2 · price: The transaction was executed in multiple trades at prices ranging from $218.0000 to $218.9900. 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 14, 2023 Filed Aug 15, 2023 19:40 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,050 | $219.04 | $668,084.51 |
DisclosureSEC source: 0001062993-23-016505 · 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: 11,242,697 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 February 28, 2023. F5 · price: The transaction was executed in multiple trades at prices ranging from $218.9900 to $219.2800. 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 11, 2023 Filed Aug 15, 2023 19:40 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,010 | $220.15 | $222,356.45 |
DisclosureSEC source: 0001062993-23-016505 · 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: 11,245,747 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 February 28, 2023. F4 · price: The transaction was executed in multiple trades at prices ranging from $219.9900 to $220.6200. 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 11, 2023 Filed Aug 15, 2023 19:40 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,279 | $219.54 | $719,874.94 |
DisclosureSEC source: 0001062993-23-016505 · 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: 11,246,757 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 February 28, 2023. F3 · price: The transaction was executed in multiple trades at prices ranging from $218.9850 to $219.9800. 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 11, 2023 Filed Aug 15, 2023 19:40 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,361 | $218.57 | $297,468.46 |
DisclosureSEC source: 0001062993-23-016505 · 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: 11,250,036 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on February 28, 2023. F2 · price: The transaction was executed in multiple trades at prices ranging from $217.9800 to $218.8625. 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 10, 2023 Filed Aug 11, 2023 20:15 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 680 | $220.50 | $149,941.90 |
DisclosureSEC source: 0001062993-23-016268 · 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: 11,251,397 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 February 28, 2023. F7 · price: The transaction was executed in multiple trades at prices ranging from $220.0300 to $220.8500. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 10, 2023 Filed Aug 11, 2023 20:15 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,470 | $219.29 | $980,242.84 |
DisclosureSEC source: 0001062993-23-016268 · 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: 11,252,077 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 February 28, 2023. F6 · price: The transaction was executed in multiple trades at prices ranging from $219.0300 to $219.9100. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 10, 2023 Filed Aug 11, 2023 20:15 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,098 | $218.63 | $677,322.56 |
DisclosureSEC source: 0001062993-23-016268 · 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: 11,256,547 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 February 28, 2023. F5 · price: The transaction was executed in multiple trades at prices ranging from $218.0200 to $219.0000. 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.