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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-Feb-14 3:19 PM View:  | Morningstar Inc. (MORN) | 31-Jan-14 | Grant | 18 | -- | -- | < 1% 54.64K to 54.66K | |
| 01-Nov-13 3:19 PM View: | Morningstar Inc. (MORN) | 31-Oct-13 | Grant | 12 | -- | -- | < 1% 54.63K to 54.64K | |
| 01-Aug-13 11:52 AM View: | Morningstar Inc. (MORN) | 31-Jul-13 | Grant | 13 | -- | -- | < 1% 54.61K to 54.63K | |
| 12-Jul-13 11:23 AM View: | Morningstar Inc. (MORN) | 18-Jun-13 | Market Sale (Planned) | 5,000 | $74.96 | $374,776.00 | (8%) 59.61K to 54.61K | (61%) |
| 10-Jun-13 10:28 AM View: | Morningstar Inc. (MORN) | 06-Jun-13 | Market Sale (Planned) | 5,000 | $70.39 | $351,954.00 | (8%) 64.61K to 59.61K | (72%) |
| 23-May-13 10:18 AM View: | Morningstar Inc. (MORN) | 22-May-13 | Market Sale (Planned) | 5,000 | $69.79 | $348,961.00 | (7%) 69.66K to 64.66K | (73%) |
| 16-May-13 10:53 AM View: | Morningstar Inc. (MORN) | 15-May-13 | Grant | 5,429 | -- | -- | 4% 130.18K to 135.6K | |
| 16-May-13 10:53 AM View: | Morningstar Inc. (MORN) | 15-May-13 | Payment of Exercise | 1,706 | $69.99 | $119,403.00 | (1%) 135.6K to 133.9K | (73%) |
| 08-May-13 3:29 PM View: | Morningstar Inc. (MORN) | 07-May-13 | Market Sale (Planned) | 5,000 | $66.76 | $333,800.00 | (7%) 70.94K to 65.94K | (81%) |
| 02-May-13 12:00 PM View: | Morningstar Inc. (MORN) | 30-Apr-13 | Grant | 25 | -- | -- | < 1% 70.92K to 70.94K | |
| 02-Jan-13 12:04 PM View: | Morningstar Inc. (MORN) | 28-Dec-12 | Grant | 27 | -- | -- | < 1% 70.89K to 70.92K | |
| 02-Nov-12 3:31 PM View: | Morningstar Inc. (MORN) | 01-Nov-12 | Option Exercise | 2,500 | $8.57 | $21,425.00 | 4% 70.89K to 73.39K | |
| 02-Nov-12 3:31 PM View: | Morningstar Inc. (MORN) | 01-Nov-12 | Market Option Sale (Planned) | 2,500 | $64.19 | $160,484.00 | (3%) 73.39K to 70.89K | (89%) |
| 01-Nov-12 3:01 PM View: | Morningstar Inc. (MORN) | 31-Oct-12 | Grant | 21 | -- | -- | < 1% 70.87K to 70.89K | |
| 02-Aug-12 2:36 PM View: | Morningstar Inc. (MORN) | 31-Jul-12 | Grant | 23 | -- | -- | < 1% 70.84K to 70.87K | |
| 16-May-12 2:30 PM View: | Morningstar Inc. (MORN) | 15-May-12 | Grant | 6,855 | -- | -- | 5% 129.38K to 136.24K | |
| 16-May-12 2:30 PM View: | Morningstar Inc. (MORN) | 15-May-12 | Payment of Exercise | 1,401 | $55.43 | $77,657.40 | (1%) 136.24K to 134.84K | (120%) |
| 30-Apr-12 2:34 PM View: | Morningstar Inc. (MORN) | 30-Apr-12 | Grant | 19 | -- | -- | < 1% 65.37K to 65.39K | |
| 13-Mar-12 5:08 PM View: | Morningstar Inc. (MORN) | 12-Mar-12 | Option Exercise | 8,765 | $10.95 | $95,976.80 | 14% 60.62K to 69.39K | |
| 13-Mar-12 5:08 PM View: | Morningstar Inc. (MORN) | 12-Mar-12 | Market Option Sale | 4,015 | $59.61 | $239,342.00 | (6%) 69.39K to 65.37K | (105%) |
| 02-Feb-12 2:57 PM View: | Morningstar Inc. (MORN) | 31-Jan-12 | Grant | 18 | -- | -- | (< 1%) 60.64K to 60.62K | |
| 01-Nov-11 4:54 PM View: | Morningstar Inc. (MORN) | 31-Oct-11 | Grant | 9 | -- | -- | (< 1%) 60.61K to 60.6K | |
| 02-Aug-11 11:40 AM View: | Morningstar Inc. (MORN) | 29-Jul-11 | Grant | 8 | -- | -- | (< 1%) 60.6K to 60.59K | |
| 16-May-11 3:12 PM View: | Morningstar Inc. (MORN) | 15-May-11 | Grant | 3,317 | -- | -- | 3% 116.03K to 119.35K | |
| 16-May-11 3:12 PM View: | Morningstar Inc. (MORN) | 15-May-11 | Payment of Exercise | 1,494 | $57.28 | $85,576.30 | (1%) 119.35K to 117.86K | (114%) |
| 03-May-11 12:47 PM View: | Morningstar Inc. (MORN) | 29-Apr-11 | Grant | 10 | -- | -- | < 1% 58.75K to 58.76K | |
| 23-Mar-11 12:22 PM View: | Morningstar Inc. (MORN) | 22-Mar-11 | Option Exercise | 5,000 | $14.13 | $70,650.00 | 9% 58.75K to 63.75K | |
| 23-Mar-11 12:22 PM View: | Morningstar Inc. (MORN) | 22-Mar-11 | Market Option Sale (Planned) | 5,000 | $58.08 | $290,414.00 | (8%) 63.75K to 58.75K | (111%) |
| 08-Mar-11 5:25 PM View: | Morningstar Inc. (MORN) | 08-Mar-11 | Option Exercise | 5,000 | $14.13 | $70,650.00 | 9% 58.75K to 63.75K | |
| 08-Mar-11 5:25 PM View: | Morningstar Inc. (MORN) | 08-Mar-11 | Market Option Sale (Planned) | 5,000 | $58.26 | $291,313.00 | (8%) 63.75K to 58.75K | (110%) |
| 23-Feb-11 4:50 PM View: | Morningstar Inc. (MORN) | 22-Feb-11 | Option Exercise | 5,000 | $14.13 | $70,650.00 | 9% 58.75K to 63.75K | |
| 23-Feb-11 4:50 PM View: | Morningstar Inc. (MORN) | 22-Feb-11 | Market Option Sale (Planned) | 5,000 | $58.01 | $290,062.00 | (8%) 63.75K to 58.75K | (111%) |
| 19-Jan-11 1:43 PM View: | Morningstar Inc. (MORN) | 14-Jan-11 | Grant | 11 | -- | -- | < 1% 58.74K to 58.75K | |
| 18-May-10 7:43 AM View: | Morningstar Inc. (MORN) | 15-May-10 | Grant | 5,434 | -- | -- | 5% 107.99K to 113.42K | |
| 18-May-10 7:43 AM View: | Morningstar Inc. (MORN) | 15-May-10 | Payment of Exercise | 1,371 | $47.84 | $65,588.60 | (1%) 113.42K to 112.05K | (161%) |
| 26-Apr-10 3:50 PM View: | Morningstar Inc. (MORN) | 26-Apr-10 | Option Exercise | 3,750 | $14.13 | $52,987.50 | 7% 54.68K to 58.43K | |
| 26-Apr-10 3:50 PM View: | Morningstar Inc. (MORN) | 26-Apr-10 | Market Option Sale (Planned) | 3,750 | $49.96 | $187,356.00 | (6%) 58.43K to 54.68K | (150%) |
| 19-Apr-10 3:50 PM View: | Morningstar Inc. (MORN) | 19-Apr-10 | Option Exercise | 3,750 | $14.13 | $52,987.50 | 7% 54.68K to 58.43K | |
| 19-Apr-10 3:50 PM View: | Morningstar Inc. (MORN) | 19-Apr-10 | Market Option Sale (Planned) | 3,750 | $47.94 | $179,769.00 | (6%) 58.43K to 54.68K | (160%) |
| 12-Apr-10 2:23 PM View: | Morningstar Inc. (MORN) | 12-Apr-10 | Option Exercise | 3,750 | $14.13 | $52,987.50 | 7% 54.68K to 58.43K | |
| 12-Apr-10 2:23 PM View: | Morningstar Inc. (MORN) | 12-Apr-10 | Market Option Sale (Planned) | 3,750 | $47.19 | $176,973.00 | (6%) 58.43K to 54.68K | (164%) |
| 05-Apr-10 3:29 PM View: | Morningstar Inc. (MORN) | 05-Apr-10 | Option Exercise | 3,750 | $14.13 | $52,987.50 | 7% 54.68K to 58.43K | |
| 05-Apr-10 3:29 PM View: | Morningstar Inc. (MORN) | 05-Apr-10 | Market Option Sale (Planned) | 3,750 | $48.09 | $180,349.00 | (6%) 58.43K to 54.68K | (159%) |
| 18-May-09 9:39 PM View: | Morningstar Inc. (MORN) | 15-May-09 | Grant | 5,880 | -- | -- | 12% 48.8K to 54.68K | |
| 20-Nov-08 3:39 PM View: | Morningstar Inc. (MORN) | 20-Nov-08 | Option Exercise | 3,570 | $10.98 | $39,198.60 | 8% 45.23K to 48.8K | 153% |
| 12-Nov-08 9:43 AM View: | Morningstar Inc. (MORN) | 10-Nov-08 | Option Exercise | 3,924 | $10.98 | $43,085.50 | 9% 41.31K to 45.23K | 191% |
| 30-Oct-08 3:43 PM View: | Morningstar Inc. (MORN) | 29-Oct-08 | Market Sale (Planned) | 3,000 | $39.53 | $118,597.00 | (7%) 44.31K to 41.31K | (211%) |
| 23-Oct-08 3:24 PM View: | Morningstar Inc. (MORN) | 23-Oct-08 | Market Sale (Planned) | 3,000 | $49.21 | $147,633.00 | (6%) 47.31K to 44.31K | (150%) |
| 16-Oct-08 2:55 PM View: | Morningstar Inc. (MORN) | 15-Oct-08 | Market Sale (Planned) | 3,000 | $47.93 | $143,784.00 | (6%) 50.31K to 47.31K | (156%) |
| 07-Oct-08 12:36 PM View: | Morningstar Inc. (MORN) | 07-Oct-08 | Market Sale (Planned) | 3,000 | $52.99 | $158,983.00 | (6%) 53.31K to 50.31K | (132%) |