Transaction Date | Company Name | Insider Name (Title) | Activity | Stock | Acquired or Disposed | Shares | Price range | Amount |
---|---|---|---|---|---|---|---|---|
2024-11-20 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 13631 | $334.39 - $340.37 | $4,602,009 |
2024-11-18 | Morningstar, Inc. | Landis Gail S
(Director) |
G | Common Stock | D | 337 | $0.00 - $0.00 | $0 |
2024-11-18 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 9337 | $333.94 - $337.12 | $3,127,629 |
2024-11-15 | Morningstar, Inc. | DUBINSKY JASON
(Chief Financial Officer) |
M | Common Stock | A | 601 | $0.00 - $0.00 | $0 |
2024-11-15 | Morningstar, Inc. | DUBINSKY JASON
(Chief Financial Officer) |
F | Common Stock | D | 277 | $342.99 - $342.99 | $95,008 |
2024-11-15 | Morningstar, Inc. | DUBINSKY JASON
(Chief Financial Officer) |
A | Common Stock | A | 22 | $0.00 - $0.00 | $0 |
2024-11-15 | Morningstar, Inc. | Dunn Daniel Joseph
(Chief Revenue Officer) |
M | Common Stock | A | 334 | $0.00 - $0.00 | $0 |
2024-11-15 | Morningstar, Inc. | Dunn Daniel Joseph
(Chief Revenue Officer) |
F | Common Stock | D | 154 | $342.99 - $342.99 | $52,820 |
2024-11-15 | Morningstar, Inc. | Dunn Daniel Joseph
(Chief Revenue Officer) |
A | Common Stock | A | 12 | $0.00 - $0.00 | $0 |
2024-11-15 | Morningstar, Inc. | Kapoor Kunal
(CEO) |
M | Common Stock | A | 2674 | $0.00 - $0.00 | $0 |
2024-11-15 | Morningstar, Inc. | Kapoor Kunal
(CEO) |
F | Common Stock | D | 1230 | $342.99 - $342.99 | $421,877 |
2024-11-15 | Morningstar, Inc. | Kapoor Kunal
(CEO) |
A | Common Stock | A | 98 | $0.00 - $0.00 | $0 |
2024-11-14 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 3002 | $342.13 - $346.99 | $1,038,874 |
2024-11-12 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 9981 | $347.98 - $352.12 | $3,500,186 |
2024-11-08 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 16284 | $343.46 - $351.54 | $5,682,976 |
2024-11-06 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 10349 | $336.39 - $345.90 | $3,520,038 |
2024-11-04 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 17724 | $327.83 - $336.19 | $5,877,212 |
2024-11-01 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 9062 | $327.58 - $329.46 | $2,974,309 |
2024-10-30 | Morningstar, Inc. | Lyons William M
(Director) |
S | Common Stock | D | 750 | $331.88 - $331.88 | $248,910 |
2024-09-10 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 345 | $304.69 - $308.33 | $105,559 |
2024-08-23 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 12973 | $310.54 - $315.67 | $4,064,231 |
2024-08-19 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 4052 | $314.88 - $317.94 | $1,279,817 |
2024-08-13 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 10756 | $306.82 - $311.20 | $3,330,746 |
2024-08-09 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 10124 | $305.03 - $306.51 | $3,092,362 |
2024-08-12 | Morningstar, Inc. | Kaplan Steven N
(Director) |
D | Common Stock (Restricted Stock Units) | D | 1250 | $305.47 - $305.47 | $381,837 |
2024-08-07 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 11027 | $299.98 - $307.54 | $3,356,931 |
2024-08-06 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 9062 | $300.98 - $304.84 | $2,742,526 |
2024-08-01 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 1144 | $316.90 - $317.66 | $362,676 |
2024-07-30 | Morningstar, Inc. | Lyons William M
(Director) |
S | Common Stock | D | 750 | $324.83 - $324.83 | $243,622 |
2024-07-02 | Morningstar, Inc. | DUBINSKY JASON
(Chief Financial Officer) |
S | Common Stock | D | 3400 | $300.11 - $300.11 | $1,020,380 |
2024-06-04 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 7016 | $291.28 - $296.02 | $2,054,169 |
2024-06-04 | Morningstar, Inc. | Lyons William M
(Director) |
S | Common Stock | D | 750 | $289.07 - $289.07 | $216,802 |
2024-05-15 | Morningstar, Inc. | Lyons William M
(Director) |
A | Common Stock (Restricted Units) | A | 639 | $0.00 - $0.00 | $0 |
2024-05-31 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 13597 | $286.68 - $290.55 | $3,923,934 |
2024-05-29 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 5964 | $286.98 - $290.95 | $1,712,984 |
2024-05-28 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 236 | $296.65 - $296.65 | $70,010 |
2024-05-23 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 6197 | $294.32 - $299.25 | $1,842,255 |
A | Grant, award or other acquisition |
C | Conversion of Derivative or Security |
D | Disposition to the issuer of issuer equity securities |
E | Expiration of short derivative position |
F | Payment of exercise price or tax liability |
G | Bona fide Gift |
H | Expiration (or cancellation) of long derivative position with value received |
I | Discretionary Transaction |
J | Other acquisition or disposition |
K | Transaction in equity swap or instrument with similar characteristics |
L | Small Acquisition |
M | Exercise or conversion of derivative security |
O | Exercise of out-of-the-money derivative security |
P | Open Market Purchase |
S | Open Market Sale |
U | Disposition pursuant to a tender of shares in a change of control transaction |
V | Transaction Voluntarily Reported |
X | Exercise of in-the-money or at-the-money derivative security |
Z | Deposit into or withdrawal from voting trust |