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Morningstar, Inc. (MORN)
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Create: Alert |
All | News | Filings
| Date Filed | Type | Description |
| 10/02/2023 |
8-K
| Quarterly results |
| 08/25/2023 |
4
| Mansueto Joseph D (Executive Chairman) has filed a Form 4 on Morningstar, Inc.|
Txns:
| Sold 946 shares
@ $216.0856, valued at
$204.4k
Sold 890 shares
@ $217.0528, valued at
$193.2k
Sold 1,898 shares
@ $218.7151, valued at
$415.1k
Sold 4,588 shares
@ $219.6927, valued at
$1M
Sold 513 shares
@ $220.2477, valued at
$113k
Sold 4,335 shares
@ $219.6654, valued at
$952.2k
Sold 4,358 shares
@ $220.6257, valued at
$961.5k
Sold 722 shares
@ $221.2447, valued at
$159.7k
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| 08/23/2023 |
4
| Mansueto Joseph D (Executive Chairman) has filed a Form 4 on Morningstar, Inc.|
Txns:
| Sold 4,056 shares
@ $215.3906, valued at
$873.6k
Sold 907 shares
@ $216.496, valued at
$196.4k
Sold 2,120 shares
@ $214.2261, valued at
$454.2k
Sold 4,296 shares
@ $215.4288, valued at
$925.5k
Sold 2,393 shares
@ $216.2079, valued at
$517.4k
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| 08/21/2023 |
8-K
| Regulation FD Disclosure Interactive Data |
| 08/21/2023 |
4
| Mansueto Joseph D (Executive Chairman) has filed a Form 4 on Morningstar, Inc.|
Txns:
| Sold 1,600 shares
@ $219.3713, valued at
$351k
Sold 5,172 shares
@ $220.2686, valued at
$1.1M
Sold 2,318 shares
@ $221.1865, valued at
$512.7k
Sold 1,595 shares
@ $222.2149, valued at
$354.4k
Sold 1,965 shares
@ $223.03, valued at
$438.3k
Sold 224 shares
@ $219.3886, valued at
$49.1k
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| 08/17/2023 |
4
| Mansueto Joseph D (Executive Chairman) has filed a Form 4 on Morningstar, Inc.|
Txns:
| Sold 4,186 shares
@ $218.46, valued at
$914.5k
Sold 1,317 shares
@ $219.0509, valued at
$288.5k
Sold 1,038 shares
@ $218.7511, valued at
$227.1k
Sold 6,761 shares
@ $219.4895, valued at
$1.5M
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| 08/15/2023 |
4
| Mansueto Joseph D (Executive Chairman) has filed a Form 4 on Morningstar, Inc.|
Txns:
| Sold 1,361 shares
@ $218.5661, valued at
$297.5k
Sold 3,279 shares
@ $219.541, valued at
$719.9k
Sold 1,010 shares
@ $220.1549, valued at
$222.4k
Sold 3,050 shares
@ $219.0441, valued at
$668.1k
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| 08/11/2023 |
4
| Mansueto Joseph D (Executive Chairman) has filed a Form 4 on Morningstar, Inc.|
Txns:
| Sold 2,779 shares
@ $219.7506, valued at
$610.7k
Sold 726 shares
@ $220.8133, valued at
$160.3k
Sold 235 shares
@ $221.5128, valued at
$52.1k
Sold 3,098 shares
@ $218.6322, valued at
$677.3k
Sold 4,470 shares
@ $219.2937, valued at
$980.2k
Sold 680 shares
@ $220.5028, valued at
$149.9k
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| 08/09/2023 |
4
| Mansueto Joseph D (Executive Chairman) has filed a Form 4 on Morningstar, Inc.|
Txns:
| Sold 1,011 shares
@ $220.1916, valued at
$222.6k
Sold 4,398 shares
@ $220.958, valued at
$971.8k
Sold 2,500 shares
@ $221.9589, valued at
$554.9k
Sold 633 shares
@ $222.988, valued at
$141.2k
Sold 1 shares
@ $223.58, valued at
$223.6
Sold 4,233 shares
@ $220.5255, valued at
$933.5k
Sold 1,789 shares
@ $220.9183, valued at
$395.2k
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| 08/07/2023 |
4
| Mansueto Joseph D (Executive Chairman) has filed a Form 4 on Morningstar, Inc.|
Txns:
| Sold 2,173 shares
@ $223.8758, valued at
$486.5k
Sold 6,964 shares
@ $225.3675, valued at
$1.6M
Sold 340 shares
@ $226.1306, valued at
$76.9k
Sold 983 shares
@ $224.6809, valued at
$220.9k
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| 08/03/2023 |
4
| Dunn Daniel Joseph (Chief Revenue Officer) has filed a Form 4 on Morningstar, Inc.|
Txns:
| Sold 2,000 shares
@ $224.9252, valued at
$449.9k
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| 08/03/2023 |
4
| Mansueto Joseph D (Executive Chairman) has filed a Form 4 on Morningstar, Inc.|
Txns:
| Sold 4,046 shares
@ $229.8266, valued at
$929.9k
Sold 629 shares
@ $230.8913, valued at
$145.2k
Sold 20 shares
@ $231.71, valued at
$4.6k
Sold 120 shares
@ $226.9117, valued at
$27.2k
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| 08/02/2023 |
144
| Form 144 - Report of proposed sale of securities: |
| 08/01/2023 |
144
| Form 144 - Report of proposed sale of securities: |
| 07/28/2023 |
4
| Form 4 - Statement of changes in beneficial ownership of securities: |
| 07/28/2023 |
10-Q
| Quarterly Report for the period ended June 30, 2023 |
| 07/28/2023 |
8-K
| Investor presentation |
| 07/27/2023 |
144
| Form 144 - Report of proposed sale of securities: |
| 07/11/2023 |
4
| Mansueto Joseph D (Executive Chairman) has filed a Form 4 on Morningstar, Inc.|
Txns:
| Sold 320 shares
@ $193.4563, valued at
$61.9k
Sold 2,179 shares
@ $195.4303, valued at
$425.8k
Sold 801 shares
@ $196.3186, valued at
$157.3k
Sold 2,489 shares
@ $197.5913, valued at
$491.8k
Sold 4,732 shares
@ $198.5367, valued at
$939.5k
Sold 697 shares
@ $199.1071, valued at
$138.8k
Sold 1,896 shares
@ $197.1185, valued at
$373.7k
Sold 6,194 shares
@ $198.083, valued at
$1.2M
Sold 3,246 shares
@ $198.7881, valued at
$645.3k
Sold 348 shares
@ $199.5967, valued at
$69.5k
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| 07/07/2023 |
4
| Mansueto Joseph D (Executive Chairman) has filed a Form 4 on Morningstar, Inc.|
Txns:
| Sold 260 shares
@ $195.61, valued at
$50.9k
Sold 6,430 shares
@ $193.7278, valued at
$1.2M
Sold 120 shares
@ $194.2417, valued at
$23.3k
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| 07/05/2023 |
4
| Mansueto Joseph D (Executive Chairman) has filed a Form 4 on Morningstar, Inc.|
Txns:
| Sold 4,240 shares
@ $195.4632, valued at
$828.8k
Sold 2,710 shares
@ $196.3443, valued at
$532.1k
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| 07/03/2023 |
4
| Mansueto Joseph D (Executive Chairman) has filed a Form 4 on Morningstar, Inc.|
Txns:
| Sold 2,707 shares
@ $188.5604, valued at
$510.4k
Sold 1,956 shares
@ $189.6977, valued at
$371k
Sold 2,101 shares
@ $190.8179, valued at
$400.9k
Sold 4,080 shares
@ $191.8939, valued at
$782.9k
Sold 1,719 shares
@ $192.9083, valued at
$331.6k
Sold 87 shares
@ $193.7263, valued at
$16.9k
Sold 450 shares
@ $192.6829, valued at
$86.7k
Sold 4,753 shares
@ $193.527, valued at
$919.8k
Sold 5,078 shares
@ $194.8674, valued at
$989.5k
Sold 1,919 shares
@ $195.7017, valued at
$375.6k
Sold 450 shares
@ $196.4534, valued at
$88.4k
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| 06/29/2023 |
4
| Mansueto Joseph D (Executive Chairman) has filed a Form 4 on Morningstar, Inc.|
Txns:
| Sold 5,093 shares
@ $187.1234, valued at
$953k
Sold 3,770 shares
@ $188.0155, valued at
$708.8k
Sold 3,787 shares
@ $188.7617, valued at
$714.8k
Sold 6,389 shares
@ $188.0678, valued at
$1.2M
Sold 1,255 shares
@ $188.5531, valued at
$236.6k
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| 06/16/2023 |
8-K
| Other Events, Financial Statements and Exhibits Interactive Data |
| 06/12/2023 |
8-K
| Regulation FD Disclosure Interactive Data |
| 06/09/2023 |
4
| Mansueto Joseph D (Executive Chairman) has filed a Form 4 on Morningstar, Inc.|
Txns:
| Sold 3,052 shares
@ $207.1176, valued at
$632.1k
Sold 465 shares
@ $208.008, valued at
$96.7k
Sold 3,706 shares
@ $205.2346, valued at
$760.6k
Sold 4,772 shares
@ $206.219, valued at
$984.1k
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| 06/07/2023 |
4
| Mansueto Joseph D (Executive Chairman) has filed a Form 4 on Morningstar, Inc.|
Txns:
| Sold 1,081 shares
@ $205.5115, valued at
$222.2k
Sold 3,166 shares
@ $205.8966, valued at
$651.9k
Sold 3,891 shares
@ $206.9475, valued at
$805.2k
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| 06/01/2023 |
4
| Mansueto Joseph D (Executive Chairman) has filed a Form 4 on Morningstar, Inc.|
Txns:
| Sold 1,120 shares
@ $200.8039, valued at
$224.9k
Sold 3,092 shares
@ $201.9384, valued at
$624.4k
Sold 980 shares
@ $203.3497, valued at
$199.3k
Sold 2,229 shares
@ $204.049, valued at
$454.8k
Sold 2,238 shares
@ $204.8152, valued at
$458.4k
Sold 2,499 shares
@ $206.7425, valued at
$516.6k
Sold 492 shares
@ $207.5375, valued at
$102.1k
Sold 4,892 shares
@ $206.4279, valued at
$1M
Sold 740 shares
@ $207.0347, valued at
$153.2k
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| 05/30/2023 |
144
| Form 144 - Report of proposed sale of securities: |
| 05/18/2023 |
8-K
| Submission of Matters to a Vote of Security Holders Interactive Data |
| 05/17/2023 |
4
| Kapoor Kunal (CEO) has filed a Form 4 on Morningstar, Inc.|
Txns:
| Granted 6,844 shares
@ $0
Paid exercise price by delivering 9,714 shares
@ $189.94, valued at
$1.8M
Granted 2,948 shares
@ $0
Granted 9,899 options to buy
@ $0
Exercised 8,058 options to buy
@ $0 |
|
| 05/17/2023 |
4
| McGarry Kimberly J (Global Controller & CAO) has filed a Form 4 on Morningstar, Inc.|
Txns:
| Granted 394 shares
@ $0
Paid exercise price by delivering 129 shares
@ $189.94, valued at
$24.5k
Granted 190 options to buy
@ $0 |
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| 05/17/2023 |
4
| Dunn Daniel Joseph (Chief Revenue Officer) has filed a Form 4 on Morningstar, Inc.|
Txns:
| Granted 1,579 shares
@ $0
Paid exercise price by delivering 821 shares
@ $189.94, valued at
$155.9k
Granted 379 shares
@ $0
Granted 2,284 options to buy
@ $0
Exercised 1,036 options to buy
@ $0 |
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| 05/17/2023 |
4
| DUBINSKY JASON (CFO) has filed a Form 4 on Morningstar, Inc.|
Txns:
| Granted 2,105 shares
@ $0
Paid exercise price by delivering 1,735 shares
@ $189.94, valued at
$329.5k
Granted 674 shares
@ $0
Granted 3,046 options to buy
@ $0
Exercised 1,842 options to buy
@ $0 |
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