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 |