Mansueto Joseph D, CHAIR, reported an open-market or private sale at Morningstar, Inc. involving 794.000000 shares for an estimated $257181.84. Reported holdings after the transaction were 10128222.000000 shares. The stored filing text includes a detected 10b5-1 reference.
Stored Form 4 columns with their raw values
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Compact filing score computed from stored Form 4 facts. Version v1.
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Form 4 relationship flags and nearby filing context
Executive Chairman
The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.
The transaction was executed in multiple trades at prices ranging from $320.5300 to $320.8600. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…
The transaction was executed in multiple trades at prices ranging from $320.2050 to $321.1750. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…
The transaction was executed in multiple trades at prices ranging from $321.2350 to $321.9400. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…
The transaction was executed in multiple trades at prices ranging from $322.5000 to $323.3150. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…
The transaction was executed in multiple trades at prices ranging from $323.5100 to $324.3950. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…
The transaction was executed in multiple trades at prices ranging from $324.6150 to $325.4000. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…
The transaction was executed in multiple trades at prices ranging from $325.6250 to $326.5850. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…
The transaction was executed in multiple trades at prices ranging from $326.6350 to $327.6300. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…
The transaction was executed in multiple trades at prices ranging from $327.6350 to $328.6050. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…
The transaction was executed in multiple trades at prices ranging from $328.6375 to $328.8750. The price reported above reflects the weighted average sales price. The reporting person hereby undertake…
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.
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.
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