Select Equity Group L.P. 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 |
| 2024-11-14 4:27 pm Sale | 2024-09-30 | 13G | Morningstar, Inc. MORN | Select Equity Group L.P. | 1,759,321 4.100% | -1,224,794 (-41.04%) | Filing |
| 2024-02-14 4:24 pm Sale | 2023-12-31 | 13G | Morningstar, Inc. MORN | Select Equity Group L.P. | 2,984,115 7.000% | -961,666 (-24.37%) | Filing |
| 2023-02-13 8:10 pm Sale | 2022-12-31 | 13G | Morningstar, Inc. MORN | Select Equity Group L.P. | 3,945,781 9.300% | -904,507 (-18.65%) | Filing |
| 2022-02-11 8:07 pm Purchase | 2021-12-31 | 13G | Morningstar, Inc. MORN | Select Equity Group L.P. | 4,850,288 11.300% | 455,347 (+10.36%) | Filing |
| 2021-11-09 5:08 pm Purchase | 2021-10-31 | 13G | Morningstar, Inc. MORN | Select Equity Group L.P. | 4,394,941 10.200% | 2,158,991 (+96.56%) | Filing |
| 2021-02-12 4:52 pm Purchase | 2020-12-31 | 13G | Morningstar, Inc. MORN | Select Equity Group L.P. | 2,235,950 5.220% | 2,235,950 (New Position) | Filing |