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 08, 2025 Filed Aug 11, 2025 22:33 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,857 | $261.75 | $486,076.62 |
DisclosureSEC source: 0001324069-25-000003 · wk-form4_1754951608.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,388,695 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 $261.3000 to $262.2575. 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 |
| August 08, 2025 Filed Aug 11, 2025 22:33 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,104 | $260.85 | $809,666.29 |
DisclosureSEC source: 0001324069-25-000003 · wk-form4_1754951608.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,390,552 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 $260.2450 to $261.1550. 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 |
| August 08, 2025 Filed Aug 11, 2025 22:33 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 601 | $259.69 | $156,076.63 |
DisclosureSEC source: 0001324069-25-000003 · wk-form4_1754951608.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,393,656 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F6 · price: The transaction was executed in multiple trades at prices ranging from $259.1100 to $260.0650. 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 |
| August 07, 2025 Filed Aug 11, 2025 22:33 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 526 | $263.37 | $138,534.78 |
DisclosureSEC source: 0001324069-25-000003 · wk-form4_1754951608.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,394,257 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 $263.0700 to $263.6150. 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 |
| August 07, 2025 Filed Aug 11, 2025 22:33 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 506 | $262.35 | $132,746.97 |
DisclosureSEC source: 0001324069-25-000003 · wk-form4_1754951608.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,394,783 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 $262.0100 to $263.0000. 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 |
| August 07, 2025 Filed Aug 11, 2025 22:33 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,284 | $261.40 | $597,043.31 |
DisclosureSEC source: 0001324069-25-000003 · wk-form4_1754951608.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,395,289 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F3 · price: The transaction was executed in multiple trades at prices ranging from $260.9900 to $261.9300. 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 |
| August 07, 2025 Filed Aug 11, 2025 22:33 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,934 | $260.66 | $1,025,421.10 |
DisclosureSEC source: 0001324069-25-000003 · wk-form4_1754951608.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,397,573 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. F2 · price: The transaction was executed in multiple trades at prices ranging from $259.9900 to $260.9850. 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 |
| August 06, 2025 Filed Aug 6, 2025 22:00 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 622 | $262.38 | $163,200.61 |
DisclosureSEC source: 0001289419-25-000150 · wk-form4_1754517612.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,401,507 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 $262.2600 to $262.7100. 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 |
| August 06, 2025 Filed Aug 6, 2025 22:00 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,689 | $261.55 | $964,845.41 |
DisclosureSEC source: 0001289419-25-000150 · wk-form4_1754517612.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,402,129 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 November 15, 2024. F6 · price: The transaction was executed in multiple trades at prices ranging from $261.0700 to $262.0000. 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 |
| August 05, 2025 Filed Aug 6, 2025 22:00 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 114 | $271.17 | $30,912.89 |
DisclosureSEC source: 0001289419-25-000150 · wk-form4_1754517612.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,405,818 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 $271.1350 to $271.1725. 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 |
| August 05, 2025 Filed Aug 6, 2025 22:00 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 280 | $270.07 | $75,619.63 |
DisclosureSEC source: 0001289419-25-000150 · wk-form4_1754517612.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,405,932 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. Read SEC document |
| August 04, 2025 Filed Aug 6, 2025 22:00 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,499 | $273.72 | $410,301.48 |
DisclosureSEC source: 0001289419-25-000150 · wk-form4_1754517612.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,406,212 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 $273.4500 to $274.2400. 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 |
| August 04, 2025 Filed Aug 6, 2025 22:00 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,164 | $272.87 | $863,369.86 |
DisclosureSEC source: 0001289419-25-000150 · wk-form4_1754517612.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,407,711 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 $272.4250 to $273.3700. 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 |
| August 04, 2025 Filed Aug 6, 2025 22:00 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,961 | $271.90 | $533,187.86 |
DisclosureSEC source: 0001289419-25-000150 · wk-form4_1754517612.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,410,875 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 $271.4200 to $272.3500. 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 |
| June 30, 2025 Filed Jun 30, 2025 21:21 UTC | Morningstar, Inc. MORN · Entity 915 | GiftCommon Stock | 15,000 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000138 · wk-form4_1751318465.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,412,836 Read SEC document |
| May 27, 2025 Filed May 27, 2025 20:54 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 10 | $308.71 | $3,087.10 |
DisclosureSEC source: 0001289419-25-000129 · wk-form4_1748379277.xml · nonDerivative · entry 10 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,427,836 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 $308.5750 to $308.9400. 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 |
| May 27, 2025 Filed May 27, 2025 20:54 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 114 | $307.97 | $35,108.63 |
DisclosureSEC source: 0001289419-25-000129 · wk-form4_1748379277.xml · nonDerivative · entry 9 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,427,846 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F10 · price: The transaction was executed in multiple trades at prices ranging from $307.5550 to $308.5050. 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 |
| May 27, 2025 Filed May 27, 2025 20:54 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 564 | $306.96 | $173,123.92 |
DisclosureSEC source: 0001289419-25-000129 · wk-form4_1748379277.xml · nonDerivative · entry 8 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,427,960 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 $306.5550 to $307.5000. 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 |
| May 27, 2025 Filed May 27, 2025 20:54 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 356 | $306.14 | $108,984.24 |
DisclosureSEC source: 0001289419-25-000129 · wk-form4_1748379277.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,428,524 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. F8 · price: The transaction was executed in multiple trades at prices ranging from $305.5450 to $306.5250. 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 |
| May 27, 2025 Filed May 27, 2025 20:54 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 202 | $305.06 | $61,622.34 |
DisclosureSEC source: 0001289419-25-000129 · wk-form4_1748379277.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,428,880 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 $304.4900 to $305.3900. 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 |
| May 23, 2025 Filed May 27, 2025 20:54 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,296 | $305.80 | $396,316.15 |
DisclosureSEC source: 0001289419-25-000129 · wk-form4_1748379277.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,429,082 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F6 · price: The transaction was executed in multiple trades at prices ranging from $305.6700 to $305.9850. 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 |
| May 22, 2025 Filed May 27, 2025 20:54 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,279 | $307.94 | $393,852.70 |
DisclosureSEC source: 0001289419-25-000129 · wk-form4_1748379277.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,430,378 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F5 · price: The transaction was executed in multiple trades at prices ranging from $307.8700 to $308.0000. 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 |
| May 22, 2025 Filed May 27, 2025 20:54 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,519 | $307.29 | $466,775.64 |
DisclosureSEC source: 0001289419-25-000129 · wk-form4_1748379277.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,431,657 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F4 · price: The transaction was executed in multiple trades at prices ranging from $306.8400 to $307.7800. 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 |
| May 22, 2025 Filed May 27, 2025 20:54 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,471 | $306.51 | $450,870.62 |
DisclosureSEC source: 0001289419-25-000129 · wk-form4_1748379277.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,433,176 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 $305.8400 to $306.8100. 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 |
| May 22, 2025 Filed May 27, 2025 20:54 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,981 | $305.30 | $910,100.79 |
DisclosureSEC source: 0001289419-25-000129 · wk-form4_1748379277.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,434,647 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. F2 · price: The transaction was executed in multiple trades at prices ranging from $304.8200 to $305.7900. 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 |
| May 20, 2025 Filed May 21, 2025 21:16 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 206 | $310.81 | $64,026.26 |
DisclosureSEC source: 0001289419-25-000127 · wk-form4_1747862204.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,437,628 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 $310.7100 to $310.8100. 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 |
| May 20, 2025 Filed May 21, 2025 21:16 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,897 | $310.05 | $1,518,320.73 |
DisclosureSEC source: 0001289419-25-000127 · wk-form4_1747862204.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,437,834 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 $309.6500 to $310.5800. 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 |
| May 19, 2025 Filed May 21, 2025 21:16 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 667 | $310.79 | $207,300.06 |
DisclosureSEC source: 0001289419-25-000127 · wk-form4_1747862204.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,442,731 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F4 · price: The transaction was executed in multiple trades at prices ranging from $310.7050 to $311.1200. 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 |
| May 19, 2025 Filed May 21, 2025 21:16 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,088 | $310.09 | $1,267,635.66 |
DisclosureSEC source: 0001289419-25-000127 · wk-form4_1747862204.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,443,398 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 $309.6900 to $310.6600. 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 |
| May 19, 2025 Filed May 21, 2025 21:16 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,495 | $309.25 | $771,578.75 |
DisclosureSEC source: 0001289419-25-000127 · wk-form4_1747862204.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,447,486 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 $308.6700 to $309.6600. 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 |
| May 16, 2025 Filed May 16, 2025 21:27 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,008 | $310.37 | $312,851.95 |
DisclosureSEC source: 0001289419-25-000094 · wk-form4_1747430838.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,449,981 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 $310.0700 to $310.9150. 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 |
| May 16, 2025 Filed May 16, 2025 21:27 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 6,242 | $309.30 | $1,930,626.26 |
DisclosureSEC source: 0001289419-25-000094 · wk-form4_1747430838.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,450,989 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 $309.0600 to $310.0250. 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 |
| May 15, 2025 Filed May 16, 2025 21:27 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 86 | $310.23 | $26,679.42 |
DisclosureSEC source: 0001289419-25-000094 · wk-form4_1747430838.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,457,231 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 $309.8800 to $310.4025. 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 |
| May 15, 2025 Filed May 16, 2025 21:27 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 135 | $309.32 | $41,758.01 |
DisclosureSEC source: 0001289419-25-000094 · wk-form4_1747430838.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,457,317 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 $308.8600 to $309.8400. 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 |
| May 15, 2025 Filed May 16, 2025 21:27 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 104 | $307.79 | $32,009.78 |
DisclosureSEC source: 0001289419-25-000094 · wk-form4_1747430838.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,457,452 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 $307.6200 to $307.9950. 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 |
| May 15, 2025 Filed May 16, 2025 21:27 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 350 | $306.66 | $107,332.37 |
DisclosureSEC source: 0001289419-25-000094 · wk-form4_1747430838.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,457,556 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 $306.4600 to $307.0600. 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 |
| May 15, 2025 Filed May 16, 2025 21:27 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 6,575 | $305.94 | $2,011,583.12 |
DisclosureSEC source: 0001289419-25-000094 · wk-form4_1747430838.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,457,906 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 $305.4400 to $306.4350. 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 |
| May 14, 2025 Filed May 15, 2025 21:52 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,412 | $306.67 | $739,695.28 |
DisclosureSEC source: 0001289419-25-000092 · wk-form4_1747345966.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,464,481 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 $306.4900 to $306.9650. 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 |
| May 13, 2025 Filed May 15, 2025 21:52 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 226 | $311.65 | $70,433.69 |
DisclosureSEC source: 0001289419-25-000092 · wk-form4_1747345966.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,466,893 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 $311.6150 to $311.9500. 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 |
| May 13, 2025 Filed May 15, 2025 21:52 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 759 | $310.90 | $235,975.15 |
DisclosureSEC source: 0001289419-25-000092 · wk-form4_1747345966.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,467,119 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 $310.5800 to $311.1400. 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 |
| May 13, 2025 Filed May 15, 2025 21:52 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,727 | $309.97 | $1,465,231.03 |
DisclosureSEC source: 0001289419-25-000092 · wk-form4_1747345966.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,467,878 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F3 · price: The transaction was executed in multiple trades at prices ranging from $309.5000 to $310.4650. 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 |
| May 13, 2025 Filed May 15, 2025 21:52 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,350 | $309.07 | $417,244.23 |
DisclosureSEC source: 0001289419-25-000092 · wk-form4_1747345966.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,472,605 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 $308.4350 to $309.3900. 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 |
| May 12, 2025 Filed May 13, 2025 21:11 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,698 | $311.73 | $529,311.77 |
DisclosureSEC source: 0001289419-25-000088 · wk-form4_1747170693.xml · nonDerivative · entry 8 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,473,955 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 $310.8750 to $311.6400. 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 |
| May 12, 2025 Filed May 13, 2025 21:11 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,232 | $310.22 | $382,193.63 |
DisclosureSEC source: 0001289419-25-000088 · wk-form4_1747170693.xml · nonDerivative · entry 7 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,475,653 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 $309.8700 to $310.7350. 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 |
| May 12, 2025 Filed May 13, 2025 21:11 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,240 | $309.36 | $383,600.94 |
DisclosureSEC source: 0001289419-25-000088 · wk-form4_1747170693.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,476,885 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 $308.8700 to $309.8400. 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 |
| May 12, 2025 Filed May 13, 2025 21:11 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,422 | $308.11 | $438,134.55 |
DisclosureSEC source: 0001289419-25-000088 · wk-form4_1747170693.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,478,125 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. F6 · price: The transaction was executed in multiple trades at prices ranging from $307.7750 to $308.7700. 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 |
| May 12, 2025 Filed May 13, 2025 21:11 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,658 | $307.32 | $509,534.57 |
DisclosureSEC source: 0001289419-25-000088 · wk-form4_1747170693.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,479,547 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 November 15, 2024. F5 · price: The transaction was executed in multiple trades at prices ranging from $306.7600 to $307.7300. 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 |
| May 09, 2025 Filed May 13, 2025 21:11 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 292 | $306.05 | $89,365.78 |
DisclosureSEC source: 0001289419-25-000088 · wk-form4_1747170693.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,481,205 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 15, 2024. F4 · price: The transaction was executed in multiple trades at prices ranging from $306.0050 to $306.2800. 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 |
| May 09, 2025 Filed May 13, 2025 21:11 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,859 | $305.24 | $567,436.51 |
DisclosureSEC source: 0001289419-25-000088 · wk-form4_1747170693.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,481,497 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 $304.9900 to $305.8500. 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 |
| May 09, 2025 Filed May 13, 2025 21:11 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 5,099 | $304.61 | $1,553,216.08 |
DisclosureSEC source: 0001289419-25-000088 · wk-form4_1747170693.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 9,483,356 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 $303.9900 to $304.9600. 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.