Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Morningstar, Inc.MORN · Entity 915 | Director · Executive Chairman · 10% owner | August 24, 2026 | August 24, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Morningstar, Inc.
Report date August 24, 2026 · Filed August 24, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 7,938,192 |
Ending reported balance
After 2026-08-24 transaction · row 6
6 source rows · reconciled sequenceRow 1 · 2026-08-24 · Sale · Disposed 220 · Balance 7,943,631 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025. F2: The transaction was executed in multiple trades at prices ranging from $215.7100 to $216.4800. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Row 2 · 2026-08-24 · Sale · Disposed 1,181 · Balance 7,942,450 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025. F3: The transaction was executed in multiple trades at prices ranging from $216.8500 to $217.8300. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Row 3 · 2026-08-24 · Sale · Disposed 1,740 · Balance 7,940,710 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025. F4: The transaction was executed in multiple trades at prices ranging from $217.9400 to $218.9000. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Row 4 · 2026-08-24 · Sale · Disposed 978 · Balance 7,939,732 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025. F5: The transaction was executed in multiple trades at prices ranging from $218.9400 to $219.9100. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Row 5 · 2026-08-24 · Sale · Disposed 1,314 · Balance 7,938,418 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025. F6: The transaction was executed in multiple trades at prices ranging from $219.9600 to $220.8400. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Row 6 · 2026-08-24 · Sale · Disposed 226 · Balance 7,938,192 F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025. F7: The transaction was executed in multiple trades at prices ranging from $221.0400 to $221.1900. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 6,277,675 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 7
Holding and transaction disclosures are not merged.
1 source rowRow 7 · Balance 6,277,675 F8: The shares are held in grantor retained annuity trusts for the benefit of the reporting person and his children. The reporting person serves as trustee of the grantor retained annuity trusts. |
| Common StockSEC Table I · non-derivative | IndirectBy Trust | 150,000 |
Reported balance
Holding disclosure · report date 2026-08-24 · row 8
Holding and transaction disclosures are not merged.
1 source rowRow 8 · Balance 150,000 F9: The shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts. |
Filing footnotes · ownership attribution and instrument terms
F1: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 19, 2025.
F2: The transaction was executed in multiple trades at prices ranging from $215.7100 to $216.4800. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
F3: The transaction was executed in multiple trades at prices ranging from $216.8500 to $217.8300. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
F4: The transaction was executed in multiple trades at prices ranging from $217.9400 to $218.9000. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
F5: The transaction was executed in multiple trades at prices ranging from $218.9400 to $219.9100. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
F6: The transaction was executed in multiple trades at prices ranging from $219.9600 to $220.8400. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
F7: The transaction was executed in multiple trades at prices ranging from $221.0400 to $221.1900. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.
F8: The shares are held in grantor retained annuity trusts for the benefit of the reporting person and his children. The reporting person serves as trustee of the grantor retained annuity trusts.
F9: The shares are held in trusts for the benefit of the reporting person's children. The reporting person's spouse is trustee of the trusts.
Past disclosures · reporting ended (1)
No longer tracked through insider filings. These historical balances do not imply present ownership or a zero position.
WHOLE FOODS MARKET INC
Report date August 28, 2017 · Filed August 28, 2017
Section 16 reporting ended · disclosed 2017-08-28. Current position is not established by this disclosure.
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 0 |
Reported balance
After 2017-08-28 transaction · row 1
1 source rowRow 1 · 2017-08-28 · Disposition to issuer · Disposed 3,600 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "merger agreement"), dated as of June 15, 2017, by and among Amazon.com, Inc., Walnut Merger Sub, Inc., and Whole Foods Market, Inc., shares of Whole Foods Market, Inc. common stock and restricted stock were converted into the right to receive $42.00 cash per share, without interest. |
| Common StockSEC Table I · non-derivative | IndirectBy children | 0 |
Reported balance
After 2017-08-28 transaction · row 2
Account identity is unresolved; indirect or unspecified ownership is not merged.
1 source rowRow 2 · 2017-08-28 · Disposition to issuer · Disposed 3,000 · Balance 0 F1: Pursuant to the Agreement and Plan of Merger (the "merger agreement"), dated as of June 15, 2017, by and among Amazon.com, Inc., Walnut Merger Sub, Inc., and Whole Foods Market, Inc., shares of Whole Foods Market, Inc. common stock and restricted stock were converted into the right to receive $42.00 cash per share, without interest. |
| Non-Qualified Stock Option (right to buy)SEC Table II · derivative / convertible security · Conversion / exercise price $35.99 · Expires 2024-05-19 | Direct | 0 |
Reported balance
After 2017-08-28 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2017-08-28 · Disposition to issuer · Disposed 7,500 · Balance 0 F3: Pursuant to the merger agreement, each outstanding stock option was cancelled and converted into the right to receive an amount in cash equal to the product of (a) the number of shares subject to such option multiplied by (b) the excess, if any, of the merger consideration of $42.00 over the exercise price per share of such option. F2: The option was exercisable in four equal annual installments beginning on the first anniversary of the date on which the option was granted. |
Filing footnotes · ownership attribution and instrument terms
F1: Pursuant to the Agreement and Plan of Merger (the "merger agreement"), dated as of June 15, 2017, by and among Amazon.com, Inc., Walnut Merger Sub, Inc., and Whole Foods Market, Inc., shares of Whole Foods Market, Inc. common stock and restricted stock were converted into the right to receive $42.00 cash per share, without interest.
F2: The option was exercisable in four equal annual installments beginning on the first anniversary of the date on which the option was granted.
F3: Pursuant to the merger agreement, each outstanding stock option was cancelled and converted into the right to receive an amount in cash equal to the product of (a) the number of shares subject to such option multiplied by (b) the excess, if any, of the merger consideration of $42.00 over the exercise price per share of such option.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| February 05, 2026 Filed Feb 6, 2026 22:47 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 271 | $182.40 | $49,429.05 |
DisclosureSEC source: 0001324069-26-000004 · wk-form4_1770418040.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,229,729 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 15, 2024. F6 · price: The transaction was executed in multiple trades at prices ranging from $181.6700 to $182.5200. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 05, 2026 Filed Feb 6, 2026 22:47 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 125 | $180.24 | $22,529.93 |
DisclosureSEC source: 0001324069-26-000004 · wk-form4_1770418040.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,230,000 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 15, 2024. F5 · price: The transaction was executed in multiple trades at prices ranging from $179.9100 to $180.7400. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 22:47 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,399 | $181.76 | $254,288.96 |
DisclosureSEC source: 0001324069-26-000004 · wk-form4_1770418040.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,230,125 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F4 · price: The transaction was executed in multiple trades at prices ranging from $181.4500 to $182.3300. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 22:47 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,876 | $180.88 | $701,095.92 |
DisclosureSEC source: 0001324069-26-000004 · wk-form4_1770418040.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,231,524 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 15, 2024. F3 · price: The transaction was executed in multiple trades at prices ranging from $180.3900 to $181.3850. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 04, 2026 Filed Feb 6, 2026 22:47 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,975 | $179.96 | $355,420.41 |
DisclosureSEC source: 0001324069-26-000004 · wk-form4_1770418040.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,235,400 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 15, 2024. F2 · price: The transaction was executed in multiple trades at prices ranging from $179.3900 to $180.3700. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 21:07 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 418 | $203.34 | $84,996.29 |
DisclosureSEC source: 0001324069-26-000002 · wk-form4_1770239260.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,237,375 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 15, 2024. F3 · price: The transaction was executed in multiple trades at prices ranging from $202.5600 to $203.4550. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| February 02, 2026 Filed Feb 4, 2026 21:07 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 439 | $201.47 | $88,446.43 |
DisclosureSEC source: 0001324069-26-000002 · wk-form4_1770239260.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,237,793 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 15, 2024. F2 · price: The transaction was executed in multiple trades at prices ranging from $201.1000 to $202.0700. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| December 12, 2025 Filed Dec 15, 2025 21:32 UTC | Morningstar, Inc. MORN · Entity 915 | GiftCommon Stock | 27,775 | $0.00 | $0.00 |
DisclosureSEC source: 0001324069-25-000028 · wk-form4_1765834319.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,238,232 F1 · balance_after: In the fourth quarter of 2025, the reporting person contributed 1,500,000 shares of Morningstar common stock to a grantor retained annuity trust for the benefit of the reporting person and his children which are now reported as indirect holdings. F2 · balance_after: In the fourth quarter of 2025, 1,165,192 shares of Morningstar common stock were distributed to the reporting person from grantor retained annuity trusts established for the benefit of the reporting person and his children which were previously included as indirect holdings are now reported as directly held. Read SEC document |
| November 25, 2025 Filed Nov 26, 2025 22:40 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 78 | $214.51 | $16,731.52 |
DisclosureSEC source: 0001324069-25-000026 · wk-form4_1764196839.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,600,815 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 15, 2024. F6 · price: The transaction was executed in multiple trades at prices ranging from $214.3200 to $214.6200. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 25, 2025 Filed Nov 26, 2025 22:40 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 570 | $213.75 | $121,834.88 |
DisclosureSEC source: 0001324069-25-000026 · wk-form4_1764196839.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,600,893 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 15, 2024. F5 · price: The transaction was executed in multiple trades at prices ranging from $213.2650 to $214.2500. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 25, 2025 Filed Nov 26, 2025 22:40 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 481 | $212.74 | $102,328.08 |
DisclosureSEC source: 0001324069-25-000026 · wk-form4_1764196839.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,601,463 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 15, 2024. F4 · price: The transaction was executed in multiple trades at prices ranging from $212.2100 to $213.1800. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 25, 2025 Filed Nov 26, 2025 22:40 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 157 | $211.31 | $33,174.96 |
DisclosureSEC source: 0001324069-25-000026 · wk-form4_1764196839.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,601,944 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F3 · price: The transaction was executed in multiple trades at prices ranging from $211.0100 to $211.8400. 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. Read SEC document |
| November 24, 2025 Filed Nov 26, 2025 22:40 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 316 | $211.99 | $66,990.01 |
DisclosureSEC source: 0001324069-25-000026 · wk-form4_1764196839.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,602,101 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 15, 2024. F2 · price: The transaction was executed in multiple trades at prices ranging from $211.8800 to $212.1750. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 21, 2025 Filed Nov 24, 2025 21:44 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 87 | $214.84 | $18,690.80 |
DisclosureSEC source: 0001324069-25-000024 · wk-form4_1764020675.xml · nonDerivative · entry 9 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,602,417 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 15, 2024. F9 · price: The transaction was executed in multiple trades at prices ranging from $214.7200 to $215.0000. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 21, 2025 Filed Nov 24, 2025 21:44 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 361 | $214.12 | $77,298.62 |
DisclosureSEC source: 0001324069-25-000024 · wk-form4_1764020675.xml · nonDerivative · entry 8 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,602,504 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 15, 2024. F8 · price: The transaction was executed in multiple trades at prices ranging from $213.6550 to $214.6300. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 21, 2025 Filed Nov 24, 2025 21:44 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 566 | $212.82 | $120,453.74 |
DisclosureSEC source: 0001324069-25-000024 · wk-form4_1764020675.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,602,865 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 15, 2024. F7 · price: The transaction was executed in multiple trades at prices ranging from $212.5800 to $213.5250. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 21, 2025 Filed Nov 24, 2025 21:44 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,535 | $211.41 | $747,328.34 |
DisclosureSEC source: 0001324069-25-000024 · wk-form4_1764020675.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,603,431 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 15, 2024. F6 · price: The transaction was executed in multiple trades at prices ranging from $210.5450 to $212.4400. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 21, 2025 Filed Nov 24, 2025 21:44 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,701 | $210.15 | $567,607.05 |
DisclosureSEC source: 0001324069-25-000024 · wk-form4_1764020675.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,606,966 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 15, 2024. F5 · price: The transaction was executed in multiple trades at prices ranging from $209.5200 to $210.5100. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 21:44 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 77 | $212.62 | $16,371.36 |
DisclosureSEC source: 0001324069-25-000024 · wk-form4_1764020675.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,609,667 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 15, 2024. Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 21:44 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,069 | $211.71 | $438,030.06 |
DisclosureSEC source: 0001324069-25-000024 · wk-form4_1764020675.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,609,744 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 15, 2024. F4 · price: The transaction was executed in multiple trades at prices ranging from $211.2300 to $212.1100. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 21:44 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,000 | $210.72 | $842,891.60 |
DisclosureSEC source: 0001324069-25-000024 · wk-form4_1764020675.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,611,813 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 15, 2024. F3 · price: The transaction was executed in multiple trades at prices ranging from $210.2300 to $211.2172. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 20, 2025 Filed Nov 24, 2025 21:44 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,104 | $209.82 | $231,643.82 |
DisclosureSEC source: 0001324069-25-000024 · wk-form4_1764020675.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,615,813 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 15, 2024. F2 · price: The transaction was executed in multiple trades at prices ranging from $209.2200 to $210.1971. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 19, 2025 Filed Nov 20, 2025 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 262 | $211.27 | $55,351.69 |
DisclosureSEC source: 0001324069-25-000022 · wk-form4_1763675812.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,616,917 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 15, 2024. F8 · price: The transaction was executed in multiple trades at prices ranging from $210.9250 to $211.5900. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 19, 2025 Filed Nov 20, 2025 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 413 | $210.17 | $86,800.33 |
DisclosureSEC source: 0001324069-25-000022 · wk-form4_1763675812.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,617,179 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 15, 2024. F7 · price: The transaction was executed in multiple trades at prices ranging from $209.8600 to $210.8200. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 19, 2025 Filed Nov 20, 2025 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 6,575 | $209.12 | $1,374,952.17 |
DisclosureSEC source: 0001324069-25-000022 · wk-form4_1763675812.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,617,592 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F6 · price: The transaction was executed in multiple trades at prices ranging from $208.8500 to $209.8350. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 18, 2025 Filed Nov 20, 2025 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 480 | $210.18 | $100,884.58 |
DisclosureSEC source: 0001324069-25-000022 · wk-form4_1763675812.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,624,167 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 15, 2024. F5 · price: The transaction was executed in multiple trades at prices ranging from $209.8200 to $210.7500. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 18, 2025 Filed Nov 20, 2025 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,684 | $208.97 | $351,900.26 |
DisclosureSEC source: 0001324069-25-000022 · wk-form4_1763675812.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,624,647 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F4 · price: The transaction was executed in multiple trades at prices ranging from $208.7950 to $209.7800. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 18, 2025 Filed Nov 20, 2025 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,069 | $208.29 | $639,250.91 |
DisclosureSEC source: 0001324069-25-000022 · wk-form4_1763675812.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,626,331 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 15, 2024. F3 · price: The transaction was executed in multiple trades at prices ranging from $207.7350 to $208.7250. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 18, 2025 Filed Nov 20, 2025 21:56 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,017 | $207.27 | $418,053.71 |
DisclosureSEC source: 0001324069-25-000022 · wk-form4_1763675812.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,629,400 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 15, 2024. F2 · price: The transaction was executed in multiple trades at prices ranging from $206.7300 to $207.7050. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 17, 2025 Filed Nov 18, 2025 21:41 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,070 | $211.12 | $225,901.93 |
DisclosureSEC source: 0001324069-25-000020 · wk-form4_1763502097.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,631,417 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 15, 2024. F3 · price: The transaction was executed in multiple trades at prices ranging from $210.9500 to $211.6600. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 14, 2025 Filed Nov 18, 2025 21:41 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 6,969 | $213.32 | $1,486,609.66 |
DisclosureSEC source: 0001324069-25-000020 · wk-form4_1763502097.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,632,487 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 15, 2024. F2 · price: The transaction was executed in multiple trades at prices ranging from $212.9850 to $213.8000. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 13, 2025 Filed Nov 14, 2025 21:40 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 140 | $216.60 | $30,323.34 |
DisclosureSEC source: 0001324069-25-000018 · wk-form4_1763156416.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,639,456 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 15, 2024. F6 · price: The transaction was executed in multiple trades at prices ranging from $216.3500 to $216.9200. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 13, 2025 Filed Nov 14, 2025 21:40 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 6,708 | $215.28 | $1,444,066.71 |
DisclosureSEC source: 0001324069-25-000018 · wk-form4_1763156416.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,639,596 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 15, 2024. F5 · price: The transaction was executed in multiple trades at prices ranging from $215.2500 to $216.0500. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 12, 2025 Filed Nov 14, 2025 21:40 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,357 | $215.73 | $292,741.13 |
DisclosureSEC source: 0001324069-25-000018 · wk-form4_1763156416.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,646,304 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 15, 2024. F4 · price: The transaction was executed in multiple trades at prices ranging from $215.6500 to $216.2200. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 12, 2025 Filed Nov 14, 2025 21:40 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,284 | $215.18 | $921,814.84 |
DisclosureSEC source: 0001324069-25-000018 · wk-form4_1763156416.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,647,661 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 15, 2024. F3 · price: The transaction was executed in multiple trades at prices ranging from $214.6400 to $215.6200. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 12, 2025 Filed Nov 14, 2025 21:40 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,609 | $214.07 | $344,434.29 |
DisclosureSEC source: 0001324069-25-000018 · wk-form4_1763156416.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,651,945 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 15, 2024. F2 · price: The transaction was executed in multiple trades at prices ranging from $213.6000 to $214.5400. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 11, 2025 Filed Nov 12, 2025 21:28 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 375 | $217.19 | $81,446.89 |
DisclosureSEC source: 0001324069-25-000016 · wk-form4_1762982892.xml · nonDerivative · entry 11 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,653,554 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 15, 2024. F12 · price: The transaction was executed in multiple trades at prices ranging from $217.1400 to $217.1950. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 11, 2025 Filed Nov 12, 2025 21:28 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,644 | $216.45 | $355,845.44 |
DisclosureSEC source: 0001324069-25-000016 · wk-form4_1762982892.xml · nonDerivative · entry 10 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,653,929 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 15, 2024. F11 · price: The transaction was executed in multiple trades at prices ranging from $216.0900 to $217.0050. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 11, 2025 Filed Nov 12, 2025 21:28 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,581 | $215.64 | $772,224.39 |
DisclosureSEC source: 0001324069-25-000016 · wk-form4_1762982892.xml · nonDerivative · entry 9 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,655,573 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 15, 2024. F10 · price: The transaction was executed in multiple trades at prices ranging from $215.0900 to $216.0500. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 11, 2025 Filed Nov 12, 2025 21:28 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,650 | $214.78 | $354,378.75 |
DisclosureSEC source: 0001324069-25-000016 · wk-form4_1762982892.xml · nonDerivative · entry 8 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,659,154 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 15, 2024. F9 · price: The transaction was executed in multiple trades at prices ranging from $214.0850 to $215.0500. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 10, 2025 Filed Nov 12, 2025 21:28 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,874 | $215.61 | $404,048.83 |
DisclosureSEC source: 0001324069-25-000016 · wk-form4_1762982892.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,660,804 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 15, 2024. F8 · price: The transaction was executed in multiple trades at prices ranging from $215.5010 to $215.8400. 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. Read SEC document |
| November 10, 2025 Filed Nov 12, 2025 21:28 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 5,376 | $215.03 | $1,156,014.72 |
DisclosureSEC source: 0001324069-25-000016 · wk-form4_1762982892.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,662,678 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 15, 2024. F7 · price: The transaction was executed in multiple trades at prices ranging from $214.4900 to $215.4600. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 07, 2025 Filed Nov 12, 2025 21:28 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 38 | $215.34 | $8,182.80 |
DisclosureSEC source: 0001324069-25-000016 · wk-form4_1762982892.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,668,054 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 15, 2024. F6 · price: The transaction was executed in multiple trades at prices ranging from $215.3200 to $215.3700. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 07, 2025 Filed Nov 12, 2025 21:28 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 340 | $214.55 | $72,945.64 |
DisclosureSEC source: 0001324069-25-000016 · wk-form4_1762982892.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,668,092 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 15, 2024. F5 · price: The transaction was executed in multiple trades at prices ranging from $214.2350 to $215.1400. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 07, 2025 Filed Nov 12, 2025 21:28 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 154 | $213.32 | $32,850.97 |
DisclosureSEC source: 0001324069-25-000016 · wk-form4_1762982892.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,668,432 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 15, 2024. F4 · price: The transaction was executed in multiple trades at prices ranging from $213.0200 to $213.5400. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 07, 2025 Filed Nov 12, 2025 21:28 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,862 | $212.19 | $819,473.53 |
DisclosureSEC source: 0001324069-25-000016 · wk-form4_1762982892.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,668,586 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 15, 2024. F3 · price: The transaction was executed in multiple trades at prices ranging from $211.6500 to $212.6300. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 07, 2025 Filed Nov 12, 2025 21:28 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,856 | $211.04 | $602,738.52 |
DisclosureSEC source: 0001324069-25-000016 · wk-form4_1762982892.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,672,448 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 15, 2024. F2 · price: The transaction was executed in multiple trades at prices ranging from $210.6400 to $211.5900. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 06, 2025 Filed Nov 7, 2025 21:23 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,093 | $211.61 | $866,134.06 |
DisclosureSEC source: 0001324069-25-000014 · wk-form4_1762550602.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,675,304 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 15, 2024. F5 · price: The transaction was executed in multiple trades at prices ranging from $211.5500 to $211.7300. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 05, 2025 Filed Nov 7, 2025 21:23 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 52 | $212.75 | $11,063.00 |
DisclosureSEC source: 0001324069-25-000014 · wk-form4_1762550602.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,679,397 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 November 15, 2024. F4 · price: The transaction was executed in multiple trades at prices ranging from $212.7200 to $212.7800. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| November 05, 2025 Filed Nov 7, 2025 21:23 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 530 | $212.11 | $112,419.31 |
DisclosureSEC source: 0001324069-25-000014 · wk-form4_1762550602.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 8,679,449 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 15, 2024. F3 · price: The transaction was executed in multiple trades at prices ranging from $211.7000 to $212.6600. The price reported above reflects the weighted average sales price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.