MORN

Morningstar, Inc. MORN

Bénéficiaire Individuel

Déclarant Citoyenneté ou lieu d'organisation Pouvoir de vote unique Pouvoir de vote partagé Pouvoir de disposition unique Pouvoir de disposition partagé Montant en propriété effective Pourcentage détenu Date d'achat
Daniel Mansueto U.S.A. 2334295 56250 0 56250 2390545 5.6 % 10/12/2024
George S. Loening USA 0 1759321 0 1759321 1759321 4.1 % 14/11/2024
Select Equity Group, L.P. Delaware 0 1759321 0 1759321 1759321 4.1 % 14/11/2024
Joseph D. Mansueto U.S.A. 13326632 290764 15263895 290764 15554659 36.27 % 12/11/2024
George S. Loening USA 0 2984115 0 2984115 2984115 7 % 14/02/2024
Select Equity Group, L.P. Delaware 0 2984115 0 2984115 2984115 7 % 14/02/2024
BANK OF AMERICA Delaware 0 1187951 0 1192525 1195926 2.8 % 13/02/2024
The Vanguard Group Pennsylvania 0 11254 2541217 35453 2576670 6.03 % 13/02/2024
Joseph D. Mansueto U.S.A. 13753520 290764 15688895 290764 15979659 37.4 % 06/02/2024
BlackRock, Inc. Delaware 2332744 0 2391977 0 2391977 5.6 % 29/01/2024
BANK OF AMERICA Delaware 0 2213749 0 2264410 2266725 5.3 % 14/02/2023
George S. Loening USA 0 3945781 0 3945781 3945781 9.3 % 13/02/2023
Select Equity Group, L.P. Delaware 0 3945781 0 3945781 3945781 9.3 % 13/02/2023
George S. Loening USA 0 3945781 0 3945781 3945781 9.3 % 13/02/2023
Select Equity Group, L.P. Delaware 0 3945781 0 3945781 3945781 9.3 % 13/02/2023
Joseph D. Mansueto U.S.A. 15870059 917764 16470059 317764 16787823 39.52 % 13/02/2023
The Vanguard Group Pennsylvania For 0 10919 2440920 33713 2474633 5.83 % 09/02/2023
Joseph D. Mansueto U.S.A. 17598159 349964 17598159 349964 17948123 41.61 % 14/02/2022
Select Equity Group, L.P. Delaware 0 4850288 0 4850288 4850288 11.3 % 11/02/2022
George S. Loening USA 0 4850288 0 4850288 4850288 11.3 % 11/02/2022
Select Equity Group, L.P. Delaware 0 4850288 0 4850288 4850288 11.3 % 11/02/2022
George S. Loening USA 0 4850288 0 4850288 4850288 11.3 % 11/02/2022
The Vanguard Group Pennsylvania For 0 13728 2238748 34498 2273246 5.27 % 10/02/2022
Select Equity Group, L.P. Delaware 0 4394941 0 4394941 4394941 10.2 % 09/11/2021
Select Equity Group, L.P. Delaware 0 4394941 0 4394941 4394941 10.2 % 09/11/2021
George S. Loening USA 0 4394941 0 4394941 4394941 10.2 % 09/11/2021
George S. Loening USA 0 4394941 0 4394941 4394941 10.2 % 09/11/2021
George S. Loening USA 0 2235950 0 2235950 2235950 5.22 % 12/02/2021
Select Equity Group, L.P. Delaware 0 2235950 0 2235950 2235950 5.22 % 12/02/2021
George S. Loening USA 0 2235950 0 2235950 2235950 5.22 % 12/02/2021
Select Equity Group, L.P. Delaware 0 2235950 0 2235950 2235950 5.22 % 12/02/2021
Joseph D. Mansueto 19156880 19538844 45.55 % 10/02/2021
Joseph D. Mansueto 21261479 49.62 % 06/02/2020
Eaton Vance Management United States of America 2078497 0 2078497 0 2078497 4.86 % 15/02/2019
Eaton Vance Management United States of America 2078497 0 2078497 0 2078497 4.86 % 15/02/2019
Joseph D. Mansueto 23074951 54.14 % 04/02/2019
Eaton Vance Management United States of America 3341887 0 3341887 0 3341887 7.86 % 14/02/2018
Joseph D. Mansueto 24206846 56.9 % 16/01/2018
Eaton Vance Management United States of America 3556716 0 3556716 0 3556716 8.26 % 15/02/2017
Joseph D. Mansueto 24335397 56.7 % 27/01/2017
Eaton Vance Management United States of America 3609678 0 3609678 0 3609678 8.16 % 12/02/2016
Eaton Vance Management United States of America 3609678 0 3609678 0 3609678 8.16 % 12/02/2016
Joseph D. Mansueto 24401507 56.2 % 26/01/2016
Joseph D. Mansueto USA 24312254 259880 24312254 259880 24572134 55.4 % 28/01/2015
Eaton Vance Management United States of America 4718180 0 4718180 0 4718180 10.59 % 13/01/2015
Eaton Vance Management United States of America 4718180 0 4718180 0 4718180 10.59 % 13/01/2015
Morgan Stanley Investment Management Inc. #133040307 organization is Delaware 0 0 0 0 0 0 % 11/02/2014
Morgan Stanley #363145972 organization is Delaware 0 0 0 0 0 0 % 11/02/2014
Joseph D. Mansueto U.S.A. 24619241 67880 24619241 67880 24687121 54.9 % 04/02/2014
Eaton Vance Management United States of America 4476932 0 4476932 0 4476932 9.74 % 27/01/2014
Eaton Vance Management United States of America 4476932 0 4476932 0 4476932 9.74 % 27/01/2014
Ronald Baron363297908 New York 0 1557386 0 1720368 1720368 3.65 % 14/02/2013
Baron Capital Management, Inc.363297908 New York 0 246718 0 246718 246718 0.52 % 14/02/2013
Baron Capital Group, Inc.3632908 New York 0 1557368 0 1720368 1720368 3.65 % 14/02/2013
BAMCO INC /NY/363297908 New York 0 1310650 0 1473650 1473650 3.13 % 14/02/2013
Joseph D. Mansueto USA 24727946 19710 24727946 19710 24747656 53.17 % 05/02/2013
Eaton Vance Management United States of America 3708568 0 3708568 0 3708568 7.87 % 29/01/2013
Eaton Vance Management United States of America 3708568 0 3708568 0 3708568 7.87 % 29/01/2013
Eaton Vance Management United States of America 5549030 0 5549030 0 5549030 11.77 % 14/01/2013
Eaton Vance Management United States of America 5549030 0 5549030 0 5549030 11.77 % 14/01/2013
Baron Capital Group, Inc.3632908 New York 0 2538036 0 2831519 2831519 5.66 % 14/02/2012
Ronald Baron363297908 New York 0 2538036 0 2831519 2831519 5.66 % 14/02/2012
BAMCO INC /NY/363297908 New York 0 2218110 0 2510593 2510593 5.02 % 14/02/2012
Baron Capital Management, Inc.363297908 New York 0 319926 0 320926 320926 0.64 % 14/02/2012
Morgan Stanley The state of organization is Delaware. 3333306 0 3418055 0 3418055 6.8 % 08/02/2012
Morgan Stanley Investment Management Inc. The state of organization is Delaware. 3333306 0 3418055 0 3418055 6.8 % 08/02/2012
Joseph D. Mansueto USA 24844471 3960 24844471 3960 24848431 49.61 % 03/02/2012
Eaton Vance Management United States of America 3949340 0 3949340 0 3949340 7.89 % 10/01/2012
Eaton Vance Management United States of America 3949340 0 3949340 0 3949340 7.89 % 10/01/2012
Baron Capital Group, Inc.3632908 New York 0 2554625 0 2869108 2869108 5.78 % 14/02/2011
BAMCO INC /NY/363297908 New York 0 2304752 0 2618235 2618235 5.27 % 14/02/2011
Baron Capital Management, Inc.363297908 New York 0 249873 0 250873 250873 0.5 % 14/02/2011
Ronald Baron363297908 New York 0 2554625 0 2869108 2869108 5.78 % 14/02/2011
Joseph D. Mansueto U.S.A. 24844471 21560 24844471 21560 24866031 49.86 % 28/01/2011
Baron Capital Group, Inc. New York 0 2465071 0 2792771 2792771 5.7 % 05/02/2010
Baron Capital Management, Inc. New York 0 155019 0 156019 156019 0.3 % 05/02/2010
Ronald Baron New York 0 2465071 0 2792771 2792771 5.7 % 05/02/2010
BAMCO INC /NY/ New York 0 2465073 0 2792771 2792771 5.4 % 05/02/2010
Joseph D. Mansueto 28096550 62.66 % 04/02/2008

Senat trading

Bureau Date de la transaction Date de réception Type Montant Commentaire

Senat Divulgation

Représentant Date de la transaction Date de divulgation Type Montant District
Lisa McClain 2025-08-04 2025-09-15 Sale $1,001 - $15,000 MI09
April Delaney 2025-08-02 2025-09-03 Purchase $15,001 - $50,000 MD06
Lisa McClain 2025-07-22 2025-08-13 Purchase $1,001 - $15,000 MI09
Nancy Pelosi 2020-05-08 2020-06-09 Sale (Partial) $100,001 - $250,000 CA12