Investor Mansueto Joseph D
13D/G Filings

This page shows a list of all the recent 13D/G filings made by Mansueto Joseph D . Schedule 13D is commonly referred to as a “beneficial ownership report.” The term "beneficial owner" is defined under SEC rules. It includes any person who directly or indirectly shares voting power or investment power (the power to sell the security).

When a person or group of persons acquires beneficial ownership of more than 5% of a voting class of a company’s equity securities, they are required to file a Schedule 13D within ten days after the purchase. Click the link icon to see the full transaction history.

Date Form Target Prev
Shares
Current
Shares
Change
(Percent)
Ownership
(Percent)
Change
(Percent)
2025-02-12 13G/A MORN / Morningstar, Inc. 15,554,659 15,362,534
2024-11-12 13G/A MORN / Morningstar, Inc. 15,979,659 15,554,659
2024-02-06 13G/A MORN / Morningstar, Inc. 16,787,823 15,979,659
2023-02-13 13G/A MORN / Morningstar, Inc. 17,948,123 16,787,823
2022-02-14 13G/A MORN / Morningstar, Inc. 19,538,844 17,948,123
2021-02-10 13G/A MORN / Morningstar, Inc. 21,261,479 19,538,844
2020-02-06 13G/A MORN / Morningstar, Inc. 23,074,951 21,261,479
2019-02-04 13G/A MORN / Morningstar, Inc. 24,206,846 23,074,951
2018-01-16 13G/A MORN / Morningstar, Inc. 24,335,397 24,206,846
2017-01-27 13G/A MORN / Morningstar, Inc. 24,401,507 24,335,397
2016-01-26 13G/A MORN / Morningstar, Inc. 24,401,507
2015-01-28 13G/A MORN / Morningstar, Inc. 24,572,134
2014-02-04 13G/A MORN / Morningstar, Inc. 24,687,121
2013-02-05 13G/A MORN / Morningstar, Inc. 24,747,656
2012-02-03 13G/A MORN / Morningstar, Inc. 24,848,431