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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 20-Jun-23 4:30 PM View:  | Aon Corp. (AON) | 15-Jun-23 | Grant | 635 | -- | -- | 2% 27.18K to 27.82K | |
| 20-Jun-23 4:30 PM View: | Aon Corp. (AON) | 15-Jun-23 | Payment of Exercise | 177 | $331.06 | $58,597.60 | (< 1%) 27.82K to 27.64K | |
| 18-May-23 2:43 PM View: | HNI Corp. (HNI) | 16-May-23 | Grant | 4,583 | -- | -- | 6% 75.99K to 80.57K | |
| 17-May-23 8:10 PM View: | Morningstar Inc. (MORN) | 15-May-23 | Grant | 868 | -- | -- | 3% 33.66K to 34.53K | |
| 22-Jun-22 8:22 PM View: | Aon Corp. (AON) | 17-Jun-22 | Grant | 771 | -- | -- | 3% 26.41K to 27.18K | |
| 19-May-22 3:22 PM View: | HNI Corp. (HNI) | 17-May-22 | Grant | 3,041 | -- | -- | 4% 72.95K to 75.99K | |
| 17-May-22 3:04 PM View: | Morningstar Inc. (MORN) | 15-May-22 | Grant | 679 | -- | -- | 2% 32.98K to 33.66K | |
| 29-Jun-21 6:21 PM View: | Aon Corp. (AON) | 25-Jun-21 | Grant | 797 | -- | -- | 3% 25.62K to 26.41K | |
| 18-May-21 6:52 PM View: | Morningstar Inc. (MORN) | 15-May-21 | Grant | 612 | -- | -- | 2% 33.49K to 34.1K | |
| 18-May-21 8:09 PM View: | Morningstar Inc. (MORN) | 15-May-21 | Grant | 612 | -- | -- | 2% 33.49K to 34.1K | |
| 13-May-21 4:28 PM View: | HNI Corp. (HNI) | 11-May-21 | Grant | 2,523 | -- | -- | 4% 70.42K to 72.95K | |
| 23-Jun-20 6:17 PM View: | Aon Corp. (AON) | 19-Jun-20 | Grant | 943 | -- | -- | 4% 24.67K to 25.62K | |
| 19-May-20 5:23 PM View: | Morningstar Inc. (MORN) | 15-May-20 | Grant | 1,032 | -- | -- | 3% 32.46K to 33.49K | |
| 07-May-20 12:29 PM View: | HNI Corp. (HNI) | 05-May-20 | Grant | 3,608 | -- | -- | 5% 66.81K to 70.42K | |
| 05-May-20 6:55 PM View: | Morningstar Inc. (MORN) | 01-May-20 | Market Sale (Planned) | 874 | $151.83 | $132,699.00 | (3%) 33.33K to 32.46K | 3% |
| 25-Jun-19 5:39 PM View: | Aon Corp. (AON) | 21-Jun-19 | Grant | 917 | -- | -- | 4% 23.76K to 24.67K | |
| 17-May-19 10:23 AM View: | Morningstar Inc. (MORN) | 15-May-19 | Grant | 1,127 | -- | -- | 4% 28.77K to 29.89K | |
| 09-May-19 2:39 PM View: | HNI Corp. (HNI) | 07-May-19 | Grant | 3,012 | -- | -- | 5% 63.8K to 66.81K | |
| 25-Jun-18 6:56 PM View: | Aon Corp. (AON) | 22-Jun-18 | Grant | 1,240 | -- | -- | 6% 22.52K to 23.76K | |
| 17-May-18 11:50 AM View: | Morningstar Inc. (MORN) | 15-May-18 | Grant | 1,336 | -- | -- | 5% 27.43K to 28.77K | |
| 10-May-18 9:07 PM View: | HNI Corp. (HNI) | 08-May-18 | Grant | 3,057 | -- | -- | 5% 60.75K to 63.8K | |
| 27-Jun-17 6:03 PM View: | Aon Corp. (AON) | 23-Jun-17 | Grant | 1,209 | -- | -- | 6% 21.31K to 22.52K | |
| 16-May-17 3:07 PM View: | Morningstar Inc. (MORN) | 15-May-17 | Grant | 1,728 | -- | -- | 7% 25.7K to 27.43K | |
| 10-May-17 4:27 PM View: | HNI Corp. (HNI) | 09-May-17 | Grant | 2,325 | -- | -- | 4% 58.42K to 60.75K | |
| 14-Nov-16 2:29 PM View: | HNI Corp. (HNI) | 11-Nov-16 | Grant | 450 | -- | -- | < 1% 57.97K to 58.42K | |
| 11-Aug-16 10:26 AM View: | HNI Corp. (HNI) | 09-Aug-16 | Grant | 493 | -- | -- | < 1% 57.48K to 57.97K | |
| 28-Jun-16 5:36 PM View: | Aon Corp. (AON) | 24-Jun-16 | Grant | 1,539 | -- | -- | 8% 19.77K to 21.31K | |
| 16-May-16 5:19 PM View: | Morningstar Inc. (MORN) | 15-May-16 | Grant | 1,588 | -- | -- | 7% 24.11K to 25.7K | |
| 12-May-16 3:57 PM View: | HNI Corp. (HNI) | 10-May-16 | Grant | 2,712 | -- | -- | 5% 54.77K to 57.48K | |
| 19-Feb-16 3:32 PM View: | HNI Corp. (HNI) | 17-Feb-16 | Grant | 655 | -- | -- | 1% 54.11K to 54.77K | |
| 17-Nov-15 1:01 PM View: | HNI Corp. (HNI) | 13-Nov-15 | Grant | 507 | -- | -- | < 1% 53.6K to 54.11K | |
| 06-Aug-15 3:10 PM View: | HNI Corp. (HNI) | 04-Aug-15 | Grant | 423 | -- | -- | < 1% 53.18K to 53.6K | |
| 19-Jun-15 5:04 PM View: | Aon Corp. (AON) | 17-Jun-15 | Grant | 1,495 | -- | -- | 8% 18.27K to 19.77K | |
| 18-May-15 12:45 PM View: | Morningstar Inc. (MORN) | 15-May-15 | Grant | 1,688 | -- | -- | 8% 22.43K to 24.11K | |
| 07-May-15 3:47 PM View: | HNI Corp. (HNI) | 05-May-15 | Grant | 2,336 | -- | -- | 5% 50.84K to 53.18K | |
| 04-May-15 12:07 PM View: | Morningstar Inc. (MORN) | 30-Apr-15 | Grant | 1 | -- | -- | < 1% 22.42K to 22.43K | |
| 19-Feb-15 4:31 PM View: | HNI Corp. (HNI) | 18-Feb-15 | Grant | 320 | -- | -- | < 1% 50.52K to 50.84K | |
| 30-Jan-15 11:33 AM View: | Morningstar Inc. (MORN) | 30-Jan-15 | Grant | 1 | -- | -- | < 1% 22.42K to 22.42K | |
| 15-Dec-14 11:38 AM View: | Morningstar Inc. (MORN) | 15-Dec-14 | Option Exercise | 4,720 | $27.47 | $129,635.00 | 27% 17.7K to 22.42K | |
| 14-Nov-14 10:00 PM View: | Morningstar Inc. (MORN) | 13-Nov-14 | Option Exercise | 500 | $27.37 | $13,683.30 | 3% 17.7K to 18.2K | |
| 14-Nov-14 10:00 PM View: | Morningstar Inc. (MORN) | 13-Nov-14 | Market Option Sale (Planned) | 500 | $70.52 | $35,260.00 | (3%) 18.2K to 17.7K | (72%) |
| 12-Nov-14 3:44 PM View: | Morningstar Inc. (MORN) | 12-Nov-14 | Option Exercise | 500 | $27.36 | $13,681.80 | 3% 17.7K to 18.2K | |
| 12-Nov-14 3:44 PM View: | Morningstar Inc. (MORN) | 12-Nov-14 | Market Option Sale (Planned) | 500 | $70.00 | $35,000.00 | (3%) 18.2K to 17.7K | (74%) |
| 12-Nov-14 9:51 AM View: | Morningstar Inc. (MORN) | 11-Nov-14 | Option Exercise | 500 | $27.36 | $13,680.30 | 3% 17.7K to 18.2K | |
| 12-Nov-14 9:51 AM View: | Morningstar Inc. (MORN) | 11-Nov-14 | Market Option Sale (Planned) | 500 | $70.39 | $35,195.00 | (3%) 18.2K to 17.7K | (73%) |
| 12-Nov-14 9:51 AM View: | Morningstar Inc. (MORN) | 10-Nov-14 | Option Exercise | 500 | $27.36 | $13,678.80 | 3% 17.7K to 18.2K | |
| 12-Nov-14 9:51 AM View: | Morningstar Inc. (MORN) | 10-Nov-14 | Market Option Sale (Planned) | 500 | $70.00 | $35,000.00 | (3%) 18.2K to 17.7K | (74%) |
| 10-Nov-14 4:40 PM View: | HNI Corp. (HNI) | 07-Nov-14 | Grant | 354 | -- | -- | < 1% 50.17K to 50.52K | |
| 03-Nov-14 3:58 PM View: | Morningstar Inc. (MORN) | 31-Oct-14 | Grant | 1 | -- | -- | < 1% 17.7K to 17.7K | |
| 07-Aug-14 2:35 PM View: | HNI Corp. (HNI) | 05-Aug-14 | Grant | 462 | -- | -- | < 1% 49.71K to 50.17K |