Joseph D's most recent trade in Lockheed Martin Corp. was a trade of 80 Phantom Stock Units done . Disclosure was reported to the exchange on March 31, 2026.
| Stock | Client Name | Client Category | Action | Reported to Exchange | Quantity | Post Transaction Holding | Traded % | Avg. Price | Value | Security Type |
|---|---|---|---|---|---|---|---|---|---|---|
| Lockheed Martin | Joseph F. Dunford | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 31 Mar 2026 | 80 | 80 | - | - | Phantom Stock Units | |
| Applied Dna Sciences Inc | Joseph D. Ceccoli | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 27 Mar 2026 | 77,038 | 77,038 | - | - | Incentive Stock Option (right to buy) | |
| Weave Comm Inc | Joseph David McNeil | Chief Revenue Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 26 Mar 2026 | 300,000 | 771,480 | - | 0 | Common Stock | |
| Cass Information Systems Inc | Joseph D. Rupp | Director | Grant, award, or other acquisition of securities at price $ 43.15 per share. | 19 Mar 2026 | 301 | 22,015 (0%) | 0% | 43.1 | 12,988 | Common Stock |
| Wheeler Real Estate Investment Trust Inc | Joseph D. Stilwell | Director, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 0.00 per share. | 18 Mar 2026 | 13,470 | 547,518 | - | - | Series B Convertible Preferred Stock | |
| Wheeler Real Estate Investment Trust Inc | Joseph D. Stilwell | Director, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 0.00 per share. | 18 Mar 2026 | 12,530 | 104,460 | - | - | Series B Convertible Preferred Stock | |
| Public Storage | Joseph D. Russell | Director, President and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Mar 2026 | 40,555 | 40,555 | - | - | AO LTIP Units | |
| Cronos Grp Inc | Terrence Gregory Joseph Doucet | See Remarks | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2026 | 23,897 | 117,466 (0%) | 0% | 0 | COMMON SHARES | |
| Cronos Grp Inc | Terrence Gregory Joseph Doucet | See Remarks | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 15 Mar 2026 | 23,897 | 184,408 | - | - | RESTRICTED STOCK UNITS | |
| Cronos Grp Inc | Terrence Gregory Joseph Doucet | See Remarks | Payment of exercise price or tax liability using portion of securities received from the company at price $ 3.44 per share. | 15 Mar 2026 | 12,276 | 105,190 (0%) | 0% | 3.4 | 42,229 | COMMON SHARES |
| Public Storage | Joseph D. Russell | Director, President and CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 15 Mar 2026 | 10,520 | 106,395 | - | - | LTIP Units | |
| Vivid Seats Inc (Class A) | Joseph D. Thomas | Chief Financial Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 13 Mar 2026 | 152,905 | 152,905 | - | - | Restricted Stock Units | |
| Weave Comm Inc | Joseph David McNeil | Chief Revenue Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 4.88 per share. | 13 Mar 2026 | 34,241 | 471,480 | - | 4.9 | 167,096 | Common Stock |
| Vivid Seats Inc (Class A) | Joseph D. Thomas | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 13 Mar 2026 | 19,113 | 133,792 | - | - | Restricted Stock Units | |
| Vivid Seats Inc (Class A) | Joseph D. Thomas | Chief Financial Officer | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 13 Mar 2026 | 19,113 | 19,113 | - | - | Class A Common Stock | |
| Vivid Seats Inc (Class A) | Joseph D. Thomas | Chief Financial Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 5.90 per share. | 13 Mar 2026 | 7,960 | 11,153 | - | 5.9 | 46,964 | Class A Common Stock |
| Northwest Bancshares Inc | Joseph D. Canfield | Chief Accounting Officer | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 13 Mar 2026 | 4,411 | 17,407 (0%) | 0% | 0 | Northwest Bancshares, Inc. Common Stock | |
| Cronos Grp Inc | Terrence Gregory Joseph Doucet | See Remarks | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 12 Mar 2026 | 23,809 | 208,305 | - | - | RESTRICTED STOCK UNITS | |
| Cronos Grp Inc | Terrence Gregory Joseph Doucet | See Remarks | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 12 Mar 2026 | 23,809 | 105,804 (0%) | 0% | 0 | COMMON SHARES | |
| Cronos Grp Inc | Terrence Gregory Joseph Doucet | See Remarks | Payment of exercise price or tax liability using portion of securities received from the company at price $ 3.48 per share. | 12 Mar 2026 | 12,235 | 93,569 (0%) | 0% | 3.5 | 42,578 | COMMON SHARES |
| Sprouts Farmers Market Inc | Joseph D. O'Leary | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 12 Mar 2026 | 2,313 | 17,307 (0%) | 0% | 0 | Common Stock, par value $0.001 per share | |
| Organogenesis Holdings Inc (Class A) | Michael Joseph Driscoll | Director | Purchase of securities on an exchange or from another person at price $ 2.67 per share. | 09 Mar 2026 | 10,000 | 225,707 (0%) | 0% | 2.7 | 26,688 | Class A Common Stock |
| Northwest Bancshares Inc | Joseph D. Canfield | Chief Accounting Officer | Payment of exercise price or tax liability using portion of securities received from the company at price $ 12.28 per share. | 09 Mar 2026 | 547 | 12,996 (0%) | 0% | 12.3 | 6,717 | Northwest Bancshares, Inc. Common Stock |
| Cronos Grp Inc | Terrence Gregory Joseph Doucet | See Remarks | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 08 Mar 2026 | 80,555 | 232,114 | - | - | RESTRICTED STOCK UNITS | |
| Cronos Grp Inc | Terrence Gregory Joseph Doucet | See Remarks | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 08 Mar 2026 | 24,434 | 151,559 | - | - | RESTRICTED STOCK UNITS | |
| Cronos Grp Inc | Terrence Gregory Joseph Doucet | See Remarks | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 08 Mar 2026 | 24,434 | 94,575 (0%) | 0% | 0 | COMMON SHARES | |
| Cronos Grp Inc | Terrence Gregory Joseph Doucet | See Remarks | Payment of exercise price or tax liability using portion of securities received from the company at price $ 3.51 per share. | 08 Mar 2026 | 12,580 | 81,995 (0%) | 0% | 3.5 | 44,156 | COMMON SHARES |
| TXNM Energy Inc | Joseph D. Tarry | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 07 Mar 2026 | 3,124 | 25,959 | - | - | Restricted Stock Rights | |
| TXNM Energy Inc | Joseph D. Tarry | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 07 Mar 2026 | 3,124 | 59,637 (0%) | 0% | 0 | Common Stock | |
| TXNM Energy Inc | Joseph D. Tarry | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 07 Mar 2026 | 2,424 | 29,083 | - | - | Restricted Stock Rights | |
| TXNM Energy Inc | Joseph D. Tarry | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 07 Mar 2026 | 2,424 | 57,610 (0%) | 0% | 0 | Common Stock | |
| TXNM Energy Inc | Joseph D. Tarry | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 07 Mar 2026 | 1,700 | 31,507 | - | - | Restricted Stock Rights | |
| TXNM Energy Inc | Joseph D. Tarry | Director, President and CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 07 Mar 2026 | 1,700 | 55,956 (0%) | 0% | 0 | Common Stock | |
| TXNM Energy Inc | Joseph D. Tarry | Director, President and CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 58.88 per share. | 07 Mar 2026 | 1,414 | 58,223 (0%) | 0% | 58.9 | 83,256 | Common Stock |
| TXNM Energy Inc | Joseph D. Tarry | Director, President and CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 58.88 per share. | 07 Mar 2026 | 1,097 | 56,513 (0%) | 0% | 58.9 | 64,591 | Common Stock |
| TXNM Energy Inc | Joseph D. Tarry | Director, President and CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 58.88 per share. | 07 Mar 2026 | 770 | 55,186 (0%) | 0% | 58.9 | 45,338 | Common Stock |
| Weave Comm Inc | Joseph David McNeil | Chief Revenue Officer | Sale of securities on an exchange or to another person at price $ 5.53 per share. | 06 Mar 2026 | 25,000 | 505,721 | - | 5.5 | 138,250 | Common Stock |
| Extra Space Storage Inc | Joseph D. Margolis | Director, Chief Executive Officer | Gift of securities by or to the insider at price $ 0.00 per share. | 06 Mar 2026 | 14,452 | 40,840 (0%) | 0% | 0 | Common Stock | |
| Extra Space Storage Inc | Joseph D. Margolis | Director, Chief Executive Officer | Gift of securities by or to the insider at price $ 0.00 per share. | 06 Mar 2026 | 14,452 | 73,995 (0%) | 0% | 0 | Common Stock | |
| Extra Space Storage Inc | Joseph D. Margolis | Director, Chief Executive Officer | Sale of securities on an exchange or to another person at price $ 142.08 per share. | 06 Mar 2026 | 7,500 | 66,495 (0%) | 0% | 142.1 | 1,065,600 | Common Stock |
| Vertiv Holdings Co (Class A) | Joseph J. DeAngelo | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 06 Mar 2026 | 5,578 | 5,578 | - | - | Stock Options | |
| Butterfly Network Inc (Class A) | Joseph M. Devivo | Director, President & CEO | Sale of securities on an exchange or to another person at price $ 3.71 per share. | 05 Mar 2026 | 482,149 | 8,030,899 | - | 3.7 | 1,788,291 | Class A Common Stock |
| Sprout Social Inc (Class A) | Del Joseph Preto | CFO and Treasurer | Sale of securities on an exchange or to another person at price $ 6.76 per share. | 03 Mar 2026 | 16,139 | 214,679 (0%) | 0% | 6.8 | 109,116 | Class A Common Stock |
| Sprout Social Inc (Class A) | Del Joseph Preto | CFO and Treasurer | Sale of securities on an exchange or to another person at price $ 6.80 per share. | 03 Mar 2026 | 4,500 | 210,179 (0%) | 0% | 6.8 | 30,600 | Class A Common Stock |
| Butterfly Network Inc (Class A) | Joseph M. Devivo | Director, President & CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Mar 2026 | 1,424,534 | 8,674,323 | - | 0 | Class A Common Stock | |
| Butterfly Network Inc (Class A) | Joseph M. Devivo | Director, President & CEO | Sale of securities on an exchange or to another person at price $ 3.71 per share. | 02 Mar 2026 | 161,275 | 8,513,048 | - | 3.7 | 598,653 | Class A Common Stock |
| Alkermes PLC | David Joseph Gaffin | EVP, CLO, Alkermes, Inc. | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Mar 2026 | 78,292 | 78,292 | - | - | Employee Stock Option (Right to Buy) | |
| Alkermes PLC | David Joseph Gaffin | EVP, CLO, Alkermes, Inc. | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Mar 2026 | 36,364 | 36,364 | - | - | Restricted Stock Unit Award | |
| KBR Inc | Joseph Dominguez | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Mar 2026 | 7,221 | 13,412 (0%) | 0% | 0 | Common Stock | |
| Alkermes PLC | David Joseph Gaffin | EVP, CLO, Alkermes, Inc. | Sale of securities on an exchange or to another person at price $ 29.29 per share. | 02 Mar 2026 | 2,034 | 237,660 (0%) | 0% | 29.3 | 59,576 | Ordinary Shares |
| Alkermes PLC | David Joseph Gaffin | EVP, CLO, Alkermes, Inc. | Sale of securities on an exchange or to another person at price $ 29.76 per share. | 02 Mar 2026 | 2,034 | 235,626 (0%) | 0% | 29.8 | 60,532 | Ordinary Shares |
| Corcept Therapeutics Inc | Joseph Douglas Lyon | See Remarks | Grant, award, or other acquisition of securities at price $ 35.97 per share. | 02 Mar 2026 | 398 | 10,921 (0%) | 0% | 36.0 | 14,316 | Common Stock |
| Corcept Therapeutics Inc | Joseph Douglas Lyon | See Remarks | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 02 Mar 2026 | 398 | 11,319 (0%) | 0% | 0 | Common Stock | |
| Corcept Therapeutics Inc | Joseph Douglas Lyon | See Remarks | Payment of exercise price or tax liability using portion of securities received from the company at price $ 35.97 per share. | 02 Mar 2026 | 89 | 11,230 (0%) | 0% | 36.0 | 3,201 | Common Stock |
| Corcept Therapeutics Inc | Joseph Douglas Lyon | See Remarks | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 27 Feb 2026 | 140,000 | 140,000 | - | - | Stock Option (right to buy) | |
| Alkermes PLC | David Joseph Gaffin | EVP, CLO, Alkermes, Inc. | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 26 Feb 2026 | 6,866 | 242,743 (0%) | 0% | - | Ordinary Shares | |
| Alkermes PLC | David Joseph Gaffin | EVP, CLO, Alkermes, Inc. | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 26 Feb 2026 | 6,866 | 13,732 | - | - | Restricted Stock Unit Award | |
| Alkermes PLC | David Joseph Gaffin | EVP, CLO, Alkermes, Inc. | Payment of exercise price or tax liability using portion of securities received from the company at price $ 30.73 per share. | 26 Feb 2026 | 3,049 | 239,694 (0%) | 0% | 30.7 | 93,696 | Ordinary Shares |
| Alkermes PLC | David Joseph Gaffin | EVP, CLO, Alkermes, Inc. | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 23 Feb 2026 | 7,689 | 7,690 | - | - | Restricted Stock Unit Award | |
| Alkermes PLC | David Joseph Gaffin | EVP, CLO, Alkermes, Inc. | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 23 Feb 2026 | 7,689 | 239,291 (0%) | 0% | - | Ordinary Shares | |
| Alkermes PLC | David Joseph Gaffin | EVP, CLO, Alkermes, Inc. | Payment of exercise price or tax liability using portion of securities received from the company at price $ 32.19 per share. | 23 Feb 2026 | 3,414 | 235,877 (0%) | 0% | 32.2 | 109,897 | Ordinary Shares |
| Organogenesis Holdings Inc (Class A) | Michael Joseph Driscoll | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 18 Feb 2026 | 48,828 | 215,707 (0%) | 0% | 0 | Class A Common Stock | |
| Alkermes PLC | David Joseph Gaffin | EVP, CLO, Alkermes, Inc. | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 18 Feb 2026 | 7,673 | 235,009 (0%) | 0% | - | Ordinary Shares | |
| Alkermes PLC | David Joseph Gaffin | EVP, CLO, Alkermes, Inc. | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 18 Feb 2026 | 7,673 | 23,019 | - | - | Restricted Stock Unit Award | |
| Alkermes PLC | David Joseph Gaffin | EVP, CLO, Alkermes, Inc. | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 18 Feb 2026 | 6,355 | 229,462 (0%) | 0% | - | Ordinary Shares | |
| Alkermes PLC | David Joseph Gaffin | EVP, CLO, Alkermes, Inc. | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 18 Feb 2026 | 6,355 | 0 | - | - | Restricted Stock Unit Award | |
| Alkermes PLC | David Joseph Gaffin | EVP, CLO, Alkermes, Inc. | Payment of exercise price or tax liability using portion of securities received from the company at price $ 32.00 per share. | 18 Feb 2026 | 3,407 | 231,602 (0%) | 0% | 32 | 109,024 | Ordinary Shares |
| Alkermes PLC | David Joseph Gaffin | EVP, CLO, Alkermes, Inc. | Payment of exercise price or tax liability using portion of securities received from the company at price $ 32.02 per share. | 18 Feb 2026 | 2,126 | 227,336 (0%) | 0% | 32.0 | 68,075 | Ordinary Shares |
| Lockheed Martin | Joseph F. Dunford | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 13 Feb 2026 | 260 | 2,936 | - | - | Phantom Stock Units | |
| Brinker Intl Inc | Joseph Michael Depinto | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 12 Feb 2026 | 661 | 101,566 (0%) | 0% | 0 | Common Stock | |
| Constellation Energy | Joseph Dominguez | Director, President & CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 09 Feb 2026 | 191,817 | 297,457 | - | - | Common Stock | |
| Constellation Energy | Joseph Dominguez | Director, President & CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 09 Feb 2026 | 164,913 | 0 | - | - | 2023-2025 Performance Shares | |
| Constellation Energy | Joseph Dominguez | Director, President & CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 09 Feb 2026 | 164,913 | 164,913 | - | - | 2023-2025 Performance Shares | |
| Constellation Energy | Joseph Dominguez | Director, President & CEO | Sale or transfer of securities back to the company at price $ 272.15 per share. | 09 Feb 2026 | 92,993 | 121,360 | - | 272.2 | 25,308,045 | Common Stock |
| Constellation Energy | Joseph Dominguez | Director, President & CEO | Payment of exercise price or tax liability using portion of securities received from the company at price $ 272.15 per share. | 09 Feb 2026 | 83,104 | 214,353 | - | 272.2 | 22,616,754 | Common Stock |
| Constellation Energy | Joseph Dominguez | Director, President & CEO | Exercise or conversion of derivative security received from the company (such as an option) at price $ 0.00 per share. | 09 Feb 2026 | 26,904 | 17,525 | - | - | Restricted Stock Units | |
| Constellation Energy | Joseph Dominguez | Director, President & CEO | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 09 Feb 2026 | 18,189 | 35,714 | - | - | Restricted Stock Units | |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 162.84 per share. | 09 Feb 2026 | 3,214 | 8,212,442 (19%) | 0% | 162.8 | 523,356 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 164.60 per share. | 09 Feb 2026 | 1,129 | 8,216,180 (19%) | 0% | 164.6 | 185,831 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 165.88 per share. | 09 Feb 2026 | 524 | 8,215,656 (19%) | 0% | 165.9 | 86,919 | Common Stock |
| SpyGlass Pharma Inc | Habib Joseph Dable | Director | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Feb 2026 | 27,400 | 27,400 | - | - | Stock Option (right to buy) | |
| Alkermes PLC | David Joseph Gaffin | EVP, CLO, Alkermes, Inc. | Grant, award, or other acquisition of securities at price $ 0.00 per share. | 05 Feb 2026 | 25,352 | 230,726 (0%) | 0% | - | Ordinary Shares | |
| Alkermes PLC | David Joseph Gaffin | EVP, CLO, Alkermes, Inc. | Payment of exercise price or tax liability using portion of securities received from the company at price $ 33.55 per share. | 05 Feb 2026 | 7,619 | 223,107 (0%) | 0% | 33.5 | 255,617 | Ordinary Shares |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 180.88 per share. | 04 Feb 2026 | 3,876 | 8,231,524 (19%) | 0% | 180.9 | 701,096 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 168.53 per share. | 04 Feb 2026 | 3,854 | 8,219,807 (19%) | 0% | 168.5 | 649,501 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 184.87 per share. | 04 Feb 2026 | 2,412 | 8,226,540 (19%) | 0% | 184.9 | 445,906 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 179.96 per share. | 04 Feb 2026 | 1,975 | 8,235,400 (19%) | 0% | 180.0 | 355,420 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 185.83 per share. | 04 Feb 2026 | 1,825 | 8,224,715 (19%) | 0% | 185.8 | 339,141 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 181.76 per share. | 04 Feb 2026 | 1,399 | 8,230,125 (19%) | 0% | 181.8 | 254,289 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 170.33 per share. | 04 Feb 2026 | 1,218 | 8,218,589 (19%) | 0% | 170.3 | 207,468 | Common Stock |
| Paychex | Joseph G. Doody | Director | Purchase of securities on an exchange or from another person at price $ 98.76 per share. | 04 Feb 2026 | 1,000 | 1,000 (0%) | 0% | 98.8 | 98,760 | Common Stock - Family Trust |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 171.53 per share. | 04 Feb 2026 | 780 | 8,217,809 (19%) | 0% | 171.5 | 133,795 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 183.47 per share. | 04 Feb 2026 | 777 | 8,228,952 (19%) | 0% | 183.5 | 142,557 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 188.12 per share. | 04 Feb 2026 | 600 | 8,223,661 (19%) | 0% | 188.1 | 112,869 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 172.67 per share. | 04 Feb 2026 | 500 | 8,217,309 (19%) | 0% | 172.7 | 86,336 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 186.75 per share. | 04 Feb 2026 | 454 | 8,224,261 (19%) | 0% | 186.7 | 84,783 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 182.39 per share. | 04 Feb 2026 | 271 | 8,229,729 (19%) | 0% | 182.4 | 49,429 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 180.24 per share. | 04 Feb 2026 | 125 | 8,230,000 (19%) | 0% | 180.2 | 22,530 | Common Stock |
| First Mid Bancshares Inc | Joseph R. Dively | Director, Chairman & CEO | Grant, award, or other acquisition of securities at price $ 43.58 per share. | 02 Feb 2026 | 13,200 | 108,893 (0%) | 0% | 43.6 | 575,256 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 201.47 per share. | 02 Feb 2026 | 439 | 8,237,793 (19%) | 0% | 201.5 | 88,446 | Common Stock |
| Morningstar Inc | Joseph D. Mansueto | Director, Executive Chairman, Ten Percent Owner | Sale of securities on an exchange or to another person at price $ 203.34 per share. | 02 Feb 2026 | 418 | 8,237,375 (19%) | 0% | 203.3 | 84,996 | Common Stock |