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 24, 2018 Filed Aug 27, 2018 20:32 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 11,134 | $137.31 | $1,528,837.38 |
DisclosureSEC source: 0001289419-18-000124 · edgar.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,219,212 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 March 20, 2018. F2 · price: The transaction was executed in multiple trades at prices ranging from $137.04 to $137.80. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 23, 2018 Filed Aug 24, 2018 15:53 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 100 | $137.99 | $13,799.00 |
DisclosureSEC source: 0001289419-18-000122 · edgar.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,230,346 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 March 20, 2018. Read SEC document |
| August 23, 2018 Filed Aug 24, 2018 15:53 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 10,732 | $137.47 | $1,475,294.77 |
DisclosureSEC source: 0001289419-18-000122 · edgar.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,230,446 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 March 20, 2018. F5 · price: The transaction was executed in multiple trades at prices ranging from $136.97 to $137.95. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 23, 2018 Filed Aug 24, 2018 15:53 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 400 | $136.36 | $54,544.52 |
DisclosureSEC source: 0001289419-18-000122 · edgar.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,241,178 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 20, 2018. F4 · price: The transaction was executed in multiple trades at prices ranging from $135.96 to $136.8550. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 22, 2018 Filed Aug 24, 2018 15:53 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 200 | $137.68 | $27,535.00 |
DisclosureSEC source: 0001289419-18-000122 · edgar.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,241,578 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 March 20, 2018. F3 · price: The transaction was executed in multiple trades at prices ranging from $137.65 to $137.70. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 22, 2018 Filed Aug 24, 2018 15:53 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 8,839 | $136.94 | $1,210,420.62 |
DisclosureSEC source: 0001289419-18-000122 · edgar.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,241,778 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 March 20, 2018. F2 · price: The transaction was executed in multiple trades at prices ranging from $136.55 to $137.5401. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 21, 2018 Filed Aug 22, 2018 14:49 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 8,645 | $137.68 | $1,190,281.64 |
DisclosureSEC source: 0001289419-18-000120 · edgar.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,250,617 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 March 20, 2018. F5 · price: The transaction was executed in multiple trades at prices ranging from $137.4350 to $138.25. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 21, 2018 Filed Aug 22, 2018 14:49 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 400 | $136.95 | $54,781.00 |
DisclosureSEC source: 0001289419-18-000120 · edgar.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,259,262 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 March 20, 2018. F4 · price: The transaction was executed in multiple trades at prices ranging from $136.40 to $137.20. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 14:49 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,361 | $137.19 | $186,720.76 |
DisclosureSEC source: 0001289419-18-000120 · edgar.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,259,662 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 March 20, 2018. F3 · price: The transaction was executed in multiple trades at prices ranging from $137.0650 to $137.43. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 20, 2018 Filed Aug 22, 2018 14:49 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 8,032 | $136.72 | $1,098,105.32 |
DisclosureSEC source: 0001289419-18-000120 · edgar.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,261,023 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 March 20, 2018. F2 · price: The transaction was executed in multiple trades at prices ranging from $136.06 to $137.0450. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 14:15 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,302 | $137.20 | $315,827.72 |
DisclosureSEC source: 0001289419-18-000117 · edgar.xml · nonDerivative · entry 6 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,269,055 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 March 20, 2018. F7 · price: The transaction was executed in multiple trades at prices ranging from $137.03 to $137.32. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 14:15 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 5,637 | $136.03 | $766,823.09 |
DisclosureSEC source: 0001289419-18-000117 · edgar.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,271,357 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 March 20, 2018. F6 · price: The transaction was executed in multiple trades at prices ranging from $135.60 to $136.57. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 17, 2018 Filed Aug 20, 2018 14:15 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,185 | $135.15 | $565,607.77 |
DisclosureSEC source: 0001289419-18-000117 · edgar.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,276,994 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 March 20, 2018. F5 · price: The transaction was executed in multiple trades at prices ranging from $134.50 to $135.49. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 16, 2018 Filed Aug 20, 2018 14:15 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 11 | $135.99 | $1,495.88 |
DisclosureSEC source: 0001289419-18-000117 · edgar.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,281,179 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 March 20, 2018. F4 · price: The transaction was executed in multiple trades at prices ranging from $135.98 to $135.99. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 16, 2018 Filed Aug 20, 2018 14:15 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 10,430 | $135.24 | $1,410,552.16 |
DisclosureSEC source: 0001289419-18-000117 · edgar.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,281,190 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 March 20, 2018. F3 · price: The transaction was executed in multiple trades at prices ranging from $134.97 to $135.86. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 16, 2018 Filed Aug 20, 2018 14:15 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,219 | $134.62 | $298,724.22 |
DisclosureSEC source: 0001289419-18-000117 · edgar.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,291,620 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 20, 2018. F2 · price: The transaction was executed in multiple trades at prices ranging from $133.9950 to $134.94. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 15, 2018 Filed Aug 16, 2018 17:10 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 123 | $134.56 | $16,551.30 |
DisclosureSEC source: 0001289419-18-000115 · edgar.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,293,839 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 20, 2018. F3 · price: The transaction was executed in multiple trades at prices ranging from $134.5550 to $134.60. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 15, 2018 Filed Aug 16, 2018 17:10 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 8,791 | $133.69 | $1,175,307.47 |
DisclosureSEC source: 0001289419-18-000115 · edgar.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,293,962 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 March 20, 2018. F2 · price: The transaction was executed in multiple trades at prices ranging from $133.34 to $134.21. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 14, 2018 Filed Aug 15, 2018 16:08 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,129 | $134.08 | $285,448.66 |
DisclosureSEC source: 0001289419-18-000110 · edgar.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,302,753 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 March 20, 2018. F5 · price: The transaction was executed in multiple trades at prices ranging from $133.92 to $134.35. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 14, 2018 Filed Aug 15, 2018 16:08 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 8,964 | $133.27 | $1,194,600.01 |
DisclosureSEC source: 0001289419-18-000110 · edgar.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,304,882 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 20, 2018. F4 · price: The transaction was executed in multiple trades at prices ranging from $132.87 to $133.85. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 16:08 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 914 | $133.02 | $121,577.72 |
DisclosureSEC source: 0001289419-18-000110 · edgar.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,313,846 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 March 20, 2018. F3 · price: The transaction was executed in multiple trades at prices ranging from $132.87 to $133.35. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 13, 2018 Filed Aug 15, 2018 16:08 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 8,879 | $132.43 | $1,175,837.09 |
DisclosureSEC source: 0001289419-18-000110 · edgar.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,314,760 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 March 20, 2018. F2 · price: The transaction was executed in multiple trades at prices ranging from $131.86 to $132.85. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 10, 2018 Filed Aug 13, 2018 13:43 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 5,411 | $133.51 | $722,402.05 |
DisclosureSEC source: 0001289419-18-000108 · edgar.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,323,639 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 March 20, 2018. F4 · price: he transaction was executed in multiple trades at prices ranging from $133.33 to $134.12. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 09, 2018 Filed Aug 13, 2018 13:43 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,940 | $135.12 | $262,128.34 |
DisclosureSEC source: 0001289419-18-000108 · edgar.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,329,050 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 March 20, 2018. F3 · price: The transaction was executed in multiple trades at prices ranging from $134.9250 to $135.48. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 09, 2018 Filed Aug 13, 2018 13:43 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 8,980 | $134.45 | $1,207,381.65 |
DisclosureSEC source: 0001289419-18-000108 · edgar.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,330,990 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 20, 2018. F2 · price: The transaction was executed in multiple trades at prices ranging from $133.90 to $134.86. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 08, 2018 Filed Aug 9, 2018 00:23 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 5,987 | $134.01 | $802,320.86 |
DisclosureSEC source: 0001289419-18-000106 · edgar.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,339,970 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 March 20, 2018. F3 · price: The transaction was executed in multiple trades at prices ranging from $133.70 to $134.35. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 08, 2018 Filed Aug 9, 2018 00:23 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 6,847 | $132.82 | $909,415.12 |
DisclosureSEC source: 0001289419-18-000106 · edgar.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,345,957 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 March 20, 2018. F2 · price: The transaction was executed in multiple trades at prices ranging from $132.445 to $133.44. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 07, 2018 Filed Aug 7, 2018 23:14 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 7,191 | $132.86 | $955,402.01 |
DisclosureSEC source: 0001289419-18-000104 · edgar.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,352,804 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 March 20, 2018. F3 · price: The transaction was executed in multiple trades at prices ranging from $132.59 to $133.32 The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 07, 2018 Filed Aug 7, 2018 23:14 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,459 | $132.28 | $457,556.52 |
DisclosureSEC source: 0001289419-18-000104 · edgar.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,359,995 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 March 20, 2018. F2 · price: The transaction was executed in multiple trades at prices ranging from $131.57 to $132.565. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 06, 2018 Filed Aug 6, 2018 23:04 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 7,423 | $131.24 | $974,172.25 |
DisclosureSEC source: 0001289419-18-000102 · edgar.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,363,454 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 March 20, 2018. F3 · price: The transaction was executed in multiple trades at prices ranging from $131.10 to $131.74 The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 06, 2018 Filed Aug 6, 2018 23:04 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,810 | $130.90 | $498,728.62 |
DisclosureSEC source: 0001289419-18-000102 · edgar.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,370,877 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 March 20, 2018. F2 · price: The transaction was executed in multiple trades at prices ranging from $130.09 to $131.065. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 03, 2018 Filed Aug 3, 2018 21:23 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2 | $131.58 | $263.16 |
DisclosureSEC source: 0001289419-18-000100 · edgar.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,374,687 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 March 20, 2018. Read SEC document |
| August 03, 2018 Filed Aug 3, 2018 21:23 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 6,429 | $130.24 | $837,326.46 |
DisclosureSEC source: 0001289419-18-000100 · edgar.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,374,689 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 March 20, 2018. F5 · price: The transaction was executed in multiple trades at prices ranging from $130.01 to $130.64. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 02, 2018 Filed Aug 3, 2018 21:23 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 5,777 | $131.51 | $759,755.80 |
DisclosureSEC source: 0001289419-18-000100 · edgar.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,381,118 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 March 20, 2018. F3 · price: The transaction was executed in multiple trades at prices ranging from $131.10 to $132.03. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 02, 2018 Filed Aug 3, 2018 21:23 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,075 | $130.95 | $402,656.49 |
DisclosureSEC source: 0001289419-18-000100 · edgar.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,386,895 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 March 20, 2018. F2 · price: The transaction was executed in multiple trades at prices ranging from $130.10 to $131.08. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 15:08 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,110 | $132.45 | $279,459.37 |
DisclosureSEC source: 0001289419-18-000098 · edgar.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,389,970 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 March 20, 2018. F3 · price: The transaction was executed in multiple trades at prices ranging from $132.11 to $132.84. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 01, 2018 Filed Aug 2, 2018 15:08 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 6,400 | $131.26 | $840,056.96 |
DisclosureSEC source: 0001289419-18-000098 · edgar.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,392,080 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 March 20, 2018. F2 · price: The transaction was executed in multiple trades at prices ranging from $131.00 to $131.79. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. F5 · balance_after: Total number of shares beneficially owned by the reporting person has been increased by 1 share due to a mathematical error in a prior report. Read SEC document |
| June 19, 2018 Filed Jun 20, 2018 15:20 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,607 | $131.09 | $603,933.47 |
DisclosureSEC source: 0001289419-18-000089 · edgar.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,398,479 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 20, 2018. F4 · price: The transaction was executed in multiple trades at prices ranging from $130.95 to $131.38. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 19, 2018 Filed Jun 20, 2018 15:20 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 5,690 | $130.56 | $742,887.54 |
DisclosureSEC source: 0001289419-18-000089 · edgar.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,403,086 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 March 20, 2018. F3 · price: The transaction was executed in multiple trades at prices ranging from $129.94 to $130.91. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 19, 2018 Filed Jun 20, 2018 15:20 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,898 | $129.49 | $634,223.90 |
DisclosureSEC source: 0001289419-18-000089 · edgar.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,408,776 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 March 20, 2018. F2 · price: The transaction was executed in multiple trades at prices ranging from $128.92 to $129.89. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 18, 2018 Filed Jun 19, 2018 16:55 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 7,436 | $130.04 | $967,013.88 |
DisclosureSEC source: 0001289419-18-000087 · edgar.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,413,674 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 March 20, 2018. F3 · price: The transaction was executed in multiple trades at prices ranging from $130.01 to $130.46. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 16:55 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 100 | $131.82 | $13,182.00 |
DisclosureSEC source: 0001289419-18-000087 · edgar.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,421,110 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 March 20, 2018. Read SEC document |
| June 15, 2018 Filed Jun 19, 2018 16:55 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 14,818 | $131.09 | $1,942,500.51 |
DisclosureSEC source: 0001289419-18-000087 · edgar.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,421,210 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 March 20, 2018. F2 · price: The transaction was executed in multiple trades at prices ranging from $130.76 to $131.70. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 14, 2018 Filed Jun 15, 2018 14:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,470 | $133.54 | $196,309.97 |
DisclosureSEC source: 0001289419-18-000085 · edgar.xml · nonDerivative · entry 5 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,436,028 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 March 20, 2018. F6 · price: The transaction was executed in multiple trades at prices ranging from $133.20 to $133.73 The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 14, 2018 Filed Jun 15, 2018 14:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 5,156 | $132.55 | $683,442.75 |
DisclosureSEC source: 0001289419-18-000085 · edgar.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,437,498 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 March 20, 2018. F5 · price: The transaction was executed in multiple trades at prices ranging from $132.1550 to $133.14. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 14, 2018 Filed Jun 15, 2018 14:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 9,843 | $131.58 | $1,295,136.03 |
DisclosureSEC source: 0001289419-18-000085 · edgar.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,442,654 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 March 20, 2018. F4 · price: The transaction was executed in multiple trades at prices ranging from $131.09 to $132.0750. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 13, 2018 Filed Jun 15, 2018 14:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 729 | $133.38 | $97,230.67 |
DisclosureSEC source: 0001289419-18-000085 · edgar.xml · nonDerivative · entry 2 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,452,497 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 March 20, 2018. F3 · price: The transaction was executed in multiple trades at prices ranging from $133.03 to $133.54. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 13, 2018 Filed Jun 15, 2018 14:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 15,871 | $132.39 | $2,101,137.88 |
DisclosureSEC source: 0001289419-18-000085 · edgar.xml · nonDerivative · entry 1 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,453,226 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on March 20, 2018. F2 · price: The transaction was executed in multiple trades at prices ranging from $132.01 to $133.00. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 12, 2018 Filed Jun 13, 2018 16:29 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,209 | $130.88 | $550,855.40 |
DisclosureSEC source: 0001289419-18-000083 · edgar.xml · nonDerivative · entry 4 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,469,097 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 March 20, 2018. F5 · price: The transaction was executed in multiple trades at prices ranging from $130.6850 to $131.10. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| June 12, 2018 Filed Jun 13, 2018 16:29 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 10,830 | $130.25 | $1,410,626.99 |
DisclosureSEC source: 0001289419-18-000083 · edgar.xml · nonDerivative · entry 3 Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,473,306 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 March 20, 2018. F4 · price: The transaction was executed in multiple trades at prices ranging from $129.66 to $130.59. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.