Activist 13D/13G Filings - Morningstar Inc. (MORN)

Real time Form 13D and 13G transaction reports:

  • Schedule 13D must be filed within ten days after a person or an organization acquires beneficial ownership of more than 5% of a voting class of a company's equity securities.
  • Due to inconsistent filing format, it is highly recommended that you read the orignal filing form.
  • Shares are not adjusted for stock split.
"Insiders might sell their shares for any number of reasons, but they buy them for only one: they think the price will rise"
- Peter Lynch
What is insider trading>>
Time period
Reported
DateTime		TypeCompany
Symbol		Filed By
Symbol		Shares Owned
% Owned		Shares Vs. Prev ReportFiling
2024-12-10
4:15 pm
Purchase		13GMorningstar Inc.
MORN		Mansueto Daniel2,390,545
5.600%		2,390,545increase
(New Position)		View
2024-11-14
4:27 pm
Sale		13GMorningstar Inc.
MORN		Select Equity Group L.P.1,759,321
4.100%		-1,224,794decrease
(-41.04%)		View
2024-11-12
4:15 pm
Sale		13GMorningstar Inc.
MORN		Mansueto Joseph D15,554,659
36.270%		-425,000decrease
(-2.66%)		View
2024-02-14
4:24 pm
Sale		13GMorningstar Inc.
MORN		Select Equity Group L.P.2,984,115
7.000%		-961,666decrease
(-24.37%)		View
2024-02-13
7:39 pm
Sale		13GMorningstar Inc.
MORN		BANK OF AMERICA CORP
BAC		1,195,926
2.800%		-1,070,799decrease
(-47.24%)		View
2024-02-13
5:09 pm
Purchase		13GMorningstar Inc.
MORN		VANGUARD GROUP INC2,576,670
6.030%		102,037increase
(+4.12%)		View
2024-02-06
4:15 pm
Sale		13GMorningstar Inc.
MORN		Mansueto Joseph D15,979,659
37.400%		-808,164decrease
(-4.81%)		View
2024-01-29
5:25 pm
Purchase		13GMorningstar Inc.
MORN		BlackRock Inc.
BLK		2,391,977
5.600%		2,391,977increase
(New Position)		View
2023-02-14
08:28 am
Purchase		13GMorningstar Inc.
MORN		BANK OF AMERICA CORP
BAC		2,266,725
5.300%		2,266,725increase
(New Position)		View
2023-02-13
8:10 pm
Sale		13GMorningstar Inc.
MORN		Select Equity Group L.P.3,945,781
9.300%		-904,507decrease
(-18.65%)		View
2023-02-13
4:32 pm
Sale		13GMorningstar Inc.
MORN		Mansueto Joseph D16,787,823
39.520%		-1,160,300decrease
(-6.46%)		View
2023-02-09
11:27 am
Purchase		13GMorningstar Inc.
MORN		VANGUARD GROUP INC2,474,633
5.830%		201,387increase
(+8.86%)		View
2022-02-14
12:40 pm
Sale		13GMorningstar Inc.
MORN		Mansueto Joseph D17,948,123
41.610%		-1,590,721decrease
(-8.14%)		View
2022-02-11
8:07 pm
Purchase		13GMorningstar Inc.
MORN		Select Equity Group L.P.4,850,288
11.300%		455,347increase
(+10.36%)		View
2022-02-10
08:27 am
Purchase		13GMorningstar Inc.
MORN		VANGUARD GROUP INC2,273,246
5.270%		2,273,246increase
(New Position)		View
2021-11-09
5:08 pm
Purchase		13GMorningstar Inc.
MORN		Select Equity Group L.P.4,394,941
10.200%		2,158,991increase
(+96.56%)		View
2021-02-12
4:52 pm
Purchase		13GMorningstar Inc.
MORN		Select Equity Group L.P.2,235,950
5.220%		2,235,950increase
(New Position)		View
2021-02-10
1:11 pm
Sale		13GMorningstar Inc.
MORN		Mansueto Joseph D19,538,844
45.550%		-1,722,635decrease
(-8.10%)		View
2020-02-06
09:31 am
Sale		13GMorningstar Inc.
MORN		Mansueto Joseph D21,261,479
49.620%		-1,813,472decrease
(-7.86%)		View