Transaction Date | Company Name | Insider Name (Title) | Activity | Stock | Acquired or Disposed | Shares | Price range | Amount |
---|---|---|---|---|---|---|---|---|
2024-05-15 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 10866 | $297.25 - $301.87 | $3,268,817 |
2024-05-17 | Morningstar, Inc. | DUBINSKY JASON
(Chief Financial Officer) |
M | Common Stock | A | 1254 | $0.00 - $0.00 | $0 |
2024-05-17 | Morningstar, Inc. | DUBINSKY JASON
(Chief Financial Officer) |
F | Common Stock | D | 1302 | $297.26 - $297.26 | $387,032 |
2024-05-15 | Morningstar, Inc. | DUBINSKY JASON
(Chief Financial Officer) |
A | Common Stock (Restricted Stock Units) | A | 1478 | $0.00 - $0.00 | $0 |
2024-05-17 | Morningstar, Inc. | Kapoor Kunal
(CEO) |
M | Common Stock | A | 5580 | $0.00 - $0.00 | $0 |
2024-05-17 | Morningstar, Inc. | Kapoor Kunal
(CEO) |
F | Common Stock | D | 6662 | $297.26 - $297.26 | $1,980,346 |
2024-05-15 | Morningstar, Inc. | Kapoor Kunal
(CEO) |
A | Common Stock (Restricted Stock Units) | A | 4979 | $0.00 - $0.00 | $0 |
2024-05-17 | Morningstar, Inc. | Dunn Daniel Joseph
(Chief Revenue Officer) |
M | Common Stock | A | 697 | $0.00 - $0.00 | $0 |
2024-05-17 | Morningstar, Inc. | Dunn Daniel Joseph
(Chief Revenue Officer) |
F | Common Stock | D | 652 | $297.26 - $297.26 | $193,813 |
2024-05-15 | Morningstar, Inc. | Dunn Daniel Joseph
(Chief Revenue Officer) |
A | Common Stock (Restricted Stock Units) | A | 1210 | $0.00 - $0.00 | $0 |
2024-05-17 | Morningstar, Inc. | Wiersema Conan
(CAO & PAO) |
F | Common Stock | D | 52 | $297.26 - $297.26 | $15,457 |
2024-05-15 | Morningstar, Inc. | Wiersema Conan
(CAO & PAO) |
A | Conmon Stock (Restricted Units) | A | 252 | $0.00 - $0.00 | $0 |
2024-05-15 | Morningstar, Inc. | Kaplan Steven N
(Director) |
A | Common Stock (Restricted Stock Units) | A | 639 | $0.00 - $0.00 | $0 |
2024-05-15 | Morningstar, Inc. | JOYNT STEPHEN
(Director) |
A | Common Stock (Restricted Stock Units) | A | 639 | $0.00 - $0.00 | $0 |
2024-05-15 | Morningstar, Inc. | Landis Gail S
(Director) |
A | Common Stock (Restricted Stock Units) | A | 639 | $0.00 - $0.00 | $0 |
2024-05-15 | Morningstar, Inc. | Sutton Doniel
(Director) |
A | Common Stock (Restricted Stock Units) | A | 639 | $0.00 - $0.00 | $0 |
2024-05-15 | Morningstar, Inc. | Diamonte Robin
(Director) |
A | Common Stock (Restricted Stock Units) | A | 639 | $0.00 - $0.00 | $0 |
2024-05-15 | Morningstar, Inc. | TSAY CAROLINE J
(Director) |
A | Common Stock (Restricted Stock Units) | A | 639 | $0.00 - $0.00 | $0 |
2024-05-15 | Morningstar, Inc. | FRANCIS CHERYL A
(Director) |
A | Common Stock (Restricted Stock Units) | A | 639 | $0.00 - $0.00 | $0 |
2024-05-13 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 6239 | $295.81 - $298.70 | $1,852,013 |
2024-05-09 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 11513 | $295.94 - $300.39 | $3,432,671 |
2024-05-07 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 7758 | $298.39 - $302.53 | $2,330,763 |
2024-05-01 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 16646 | $282.95 - $291.63 | $4,800,983 |
2024-03-12 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 8614 | $305.10 - $310.25 | $2,650,786 |
2024-03-08 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 5972 | $307.69 - $312.48 | $1,853,322 |
2024-03-11 | Morningstar, Inc. | Kaplan Steven N
(Director) |
S | Common Stock | D | 1250 | $306.81 - $306.81 | $383,516 |
2024-03-06 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 18515 | $305.45 - $315.06 | $5,745,830 |
2024-03-04 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 21578 | $299.64 - $305.76 | $6,549,049 |
2024-02-21 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 15490 | $272.65 - $276.85 | $4,264,843 |
2024-02-20 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 4176 | $273.07 - $273.07 | $1,140,340 |
2024-02-15 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 8230 | $276.81 - $279.79 | $2,285,883 |
2024-02-14 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 8993 | $273.60 - $278.52 | $2,481,500 |
2024-02-05 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 145 | $275.22 - $276.97 | $40,082 |
2024-02-01 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 7146 | $278.80 - $280.51 | $1,996,460 |
2023-11-30 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
G | Common Stock | D | 47625 | $0.00 - $0.00 | $0 |
2023-11-21 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 25300 | $272.77 - $277.40 | $6,955,977 |
2023-11-17 | Morningstar, Inc. | Mansueto Joseph D
(Executive Chairman) |
S | Common Stock | D | 22021 | $270.78 - $273.45 | $5,978,762 |
2023-11-17 | Morningstar, Inc. | McGarry Kimberly J
(Chief Accounting Officer) |
F | Common Stock | D | 33 | $269.66 - $269.66 | $8,898 |
2023-11-17 | Morningstar, Inc. | Kapoor Kunal
(CEO) |
M | Common Stock | A | 5274 | $0.00 - $0.00 | $0 |
2023-11-17 | Morningstar, Inc. | Kapoor Kunal
(CEO) |
F | Common Stock | D | 2753 | $269.66 - $269.66 | $742,373 |
2023-11-17 | Morningstar, Inc. | Kapoor Kunal
(CEO) |
A | Common Stock | A | 938 | $0.00 - $0.00 | $0 |
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 |