Mansueto Joseph D 13D and 13G filings for Morningstar, Inc.:
- 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.
- Shares have been adjusted for stock splits.
| Reported DateTime | Transaction Date | Type | Company Symbol | Filed By Symbol | Shares Owned % Owned | Shares Vs. Prev Report | View |
| 2025-02-12 4:30 pm Sale | 2024-12-31 | 13G | Morningstar, Inc. MORN | Mansueto Joseph D | 15,362,534 35.800% | -192,125 (-1.24%) | Filing |
| 2024-11-12 4:15 pm Sale | 2024-09-30 | 13G | Morningstar, Inc. MORN | Mansueto Joseph D | 15,554,659 36.270% | -425,000 (-2.66%) | Filing |
| 2024-02-06 4:15 pm Sale | 2023-12-31 | 13G | Morningstar, Inc. MORN | Mansueto Joseph D | 15,979,659 37.400% | -808,164 (-4.81%) | Filing |
| 2023-02-13 4:32 pm Sale | 2022-12-31 | 13G | Morningstar, Inc. MORN | Mansueto Joseph D | 16,787,823 39.520% | -1,160,300 (-6.46%) | Filing |
| 2022-02-14 12:40 pm Sale | 2021-12-31 | 13G | Morningstar, Inc. MORN | Mansueto Joseph D | 17,948,123 41.610% | -1,590,721 (-8.14%) | Filing |
| 2021-02-10 1:11 pm Sale | 2020-12-31 | 13G | Morningstar, Inc. MORN | Mansueto Joseph D | 19,538,844 45.550% | -1,722,635 (-8.10%) | Filing |