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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 21-Nov-22 6:09 PM View:  | Morningstar Inc. (MORN) | 17-Nov-22 | Grant | 480 | -- | -- | 1% 35.3K to 35.78K | |
| 21-Nov-22 6:09 PM View: | Morningstar Inc. (MORN) | 17-Nov-22 | Payment of Exercise | 541 | $241.30 | $130,543.00 | (1%) 36.52K to 35.98K | |
| 21-Nov-22 6:09 PM View: | Morningstar Inc. (MORN) | 17-Nov-22 | Option Exercise | 739 | -- | -- | 2% 35.78K to 36.52K | |
| 14-Nov-22 4:13 PM View: | Morningstar Inc. (MORN) | 10-Nov-22 | Sale | 10,000 | $241.75 | $2,417,510.00 | (22%) 45.3K to 35.3K | |
| 17-May-22 5:59 PM View: | Morningstar Inc. (MORN) | 17-May-22 | Grant | 583 | -- | -- | < 1% 68.45K to 69.03K | |
| 17-May-22 5:59 PM View: | Morningstar Inc. (MORN) | 17-May-22 | Option Exercise | 896 | -- | -- | 1% 69.03K to 69.93K | |
| 17-May-22 5:59 PM View: | Morningstar Inc. (MORN) | 15-May-22 | Grant | 720 | -- | -- | 1% 69.21K to 69.93K | |
| 17-May-22 5:59 PM View: | Morningstar Inc. (MORN) | 15-May-22 | Payment of Exercise | 1,004 | $242.95 | $243,922.00 | (1%) 69.93K to 68.92K | |
| 18-Nov-21 3:50 PM View: | Morningstar Inc. (MORN) | 16-Nov-21 | Grant | 457 | -- | -- | 1% 43.24K to 43.7K | |
| 18-Nov-21 3:50 PM View: | Morningstar Inc. (MORN) | 16-Nov-21 | Payment of Exercise | 608 | $316.52 | $192,444.00 | (1%) 44.62K to 44.01K | |
| 18-Nov-21 3:50 PM View: | Morningstar Inc. (MORN) | 16-Nov-21 | Option Exercise | 915 | -- | -- | 2% 43.7K to 44.62K | |
| 26-May-21 5:06 PM View: | Morningstar Inc. (MORN) | 24-May-21 | Market Sale (Planned) | 3,000 | $236.68 | $710,040.00 | (6%) 46.24K to 43.24K | < 1% |
| 18-May-21 8:51 PM View: | Morningstar Inc. (MORN) | 15-May-21 | Grant | 1,289 | -- | -- | 2% 71.1K to 72.39K | |
| 27-Apr-21 2:55 PM View: | Morningstar Inc. (MORN) | 23-Apr-21 | Market Sale (Planned) | 3,000 | $245.01 | $735,042.00 | (6%) 47.73K to 44.73K | (3%) |
| 25-Mar-21 6:10 PM View: | Morningstar Inc. (MORN) | 23-Mar-21 | Market Sale (Planned) | 3,000 | $231.26 | $693,764.00 | (6%) 50.73K to 47.73K | 2% |
| 25-Feb-21 5:33 PM View: | Morningstar Inc. (MORN) | 23-Feb-21 | Market Sale (Planned) | 3,000 | $228.48 | $685,428.00 | (6%) 53.73K to 50.73K | 2% |
| 18-Nov-20 8:01 PM View: | Morningstar Inc. (MORN) | 16-Nov-20 | Grant | 353 | -- | -- | < 1% 55.55K to 55.9K | |
| 18-Nov-20 8:01 PM View: | Morningstar Inc. (MORN) | 16-Nov-20 | Payment of Exercise | 648 | $206.21 | $133,624.00 | (1%) 57.01K to 56.36K | |
| 18-Nov-20 8:01 PM View: | Morningstar Inc. (MORN) | 16-Nov-20 | Option Exercise | 1,109 | -- | -- | 2% 55.9K to 57.01K | |
| 05-Aug-20 6:38 PM View: | Morningstar Inc. (MORN) | 03-Aug-20 | Option Exercise | 7,000 | $57.28 | $400,960.00 | 20% 34.43K to 41.43K | |
| 05-Aug-20 6:38 PM View: | Morningstar Inc. (MORN) | 03-Aug-20 | Market Option Sale (Planned) | 7,000 | $166.82 | $1,167,720.00 | (17%) 41.43K to 34.43K | |
| 20-May-20 5:19 PM View: | Morningstar Inc. (MORN) | 18-May-20 | Grant | 692 | -- | -- | 1% 54.22K to 54.91K | |
| 18-May-21 8:51 PM View: | Morningstar Inc. (MORN) | 18-May-20 | Grant | 450 | -- | -- | < 1% 69.75K to 70.2K | |
| 20-May-20 5:19 PM View: | Morningstar Inc. (MORN) | 18-May-20 | Payment of Exercise | 747 | $145.34 | $108,569.00 | (1%) 56.29K to 55.55K | |
| 20-May-20 5:19 PM View: | Morningstar Inc. (MORN) | 18-May-20 | Option Exercise | 1,384 | -- | -- | 3% 54.91K to 56.29K | |
| 18-May-21 8:51 PM View: | Morningstar Inc. (MORN) | 18-May-20 | Option Exercise | 901 | -- | -- | 1% 70.2K to 71.1K | |
| 19-May-20 6:01 PM View: | Morningstar Inc. (MORN) | 15-May-20 | Grant | 1,720 | -- | -- | 2% 87.02K to 88.74K | |
| 19-May-20 6:01 PM View: | Morningstar Inc. (MORN) | 15-May-20 | Payment of Exercise | 709 | $145.34 | $103,046.00 | (< 1%) 88.74K to 88.03K | |
| 18-May-21 8:51 PM View: | Morningstar Inc. (MORN) | 15-May-20 | Payment of Exercise | 1,129 | $245.02 | $276,628.00 | (2%) 71.1K to 69.97K | |
| 29-Oct-19 12:55 PM View: | Morningstar Inc. (MORN) | 28-Oct-19 | Market Sale (Planned) | 1,515 | $149.29 | $226,181.00 | (3%) 54.72K to 53.21K | 2% |
| 17-May-19 10:08 AM View: | Morningstar Inc. (MORN) | 15-May-19 | Grant | 1,503 | -- | -- | 2% 88.5K to 90.0K | |
| 17-May-19 10:08 AM View: | Morningstar Inc. (MORN) | 15-May-19 | Payment of Exercise | 837 | $133.03 | $111,346.00 | (< 1%) 90.0K to 89.17K | |
| 31-Jul-18 4:09 PM View: | Morningstar Inc. (MORN) | 30-Jul-18 | Option Exercise | 1,000 | $57.28 | $57,280.00 | 3% 32.94K to 33.94K | |
| 31-Jul-18 4:09 PM View: | Morningstar Inc. (MORN) | 30-Jul-18 | Market Option Sale (Planned) | 1,000 | $133.32 | $133,322.00 | (3%) 33.94K to 32.94K | 5% |
| 17-May-18 3:21 PM View: | Morningstar Inc. (MORN) | 15-May-18 | Grant | 1,782 | -- | -- | 2% 87.07K to 88.85K | |
| 17-May-18 3:21 PM View: | Morningstar Inc. (MORN) | 15-May-18 | Payment of Exercise | 927 | $112.22 | $104,028.00 | (1%) 88.85K to 87.93K | (12%) |
| 27-Jul-17 1:30 PM View: | Morningstar Inc. (MORN) | 26-Jul-17 | Market Sale (Planned) | 3,002 | $83.21 | $249,790.00 | (5%) 56.2K to 53.2K | (50%) |
| 17-May-17 3:44 PM View: | Morningstar Inc. (MORN) | 15-May-17 | Grant | 3,323 | -- | -- | 4% 90.26K to 93.58K | |
| 17-May-17 3:44 PM View: | Morningstar Inc. (MORN) | 15-May-17 | Payment of Exercise | 1,144 | $75.22 | $86,051.70 | (1%) 93.58K to 92.44K | (66%) |
| 16-May-16 5:43 PM View: | Morningstar Inc. (MORN) | 15-May-16 | Grant | 3,054 | -- | -- | 6% 52.54K to 55.6K | |
| 17-May-16 3:22 PM View: | Morningstar Inc. (MORN) | 15-May-16 | Payment of Exercise | 1,416 | $81.85 | $115,900.00 | (3%) 55.6K to 54.18K | (51%) |
| 17-May-16 3:22 PM View: | Morningstar Inc. (MORN) | 15-May-16 | Payment of Exercise | 42 | $81.85 | $3,437.70 | (< 1%) 54.18K to 54.14K | (51%) |
| 17-May-16 3:22 PM View: | Morningstar Inc. (MORN) | 15-May-16 | Market Sale (Planned) | 114 | $81.99 | $9,346.86 | (< 1%) 54.14K to 54.02K | (50%) |
| 11-May-16 10:56 AM View: | Morningstar Inc. (MORN) | 10-May-16 | Market Sale (Planned) | 1,000 | $82.88 | $82,881.00 | (2%) 54.54K to 53.54K | (49%) |
| 11-May-16 10:56 AM View: | Morningstar Inc. (MORN) | 10-May-16 | Market Sale (Planned) | 1,000 | $82.88 | $82,881.00 | (2%) 53.54K to 52.54K | (49%) |
| 04-May-16 12:16 PM View: | Morningstar Inc. (MORN) | 03-May-16 | Market Sale (Planned) | 1,000 | $82.74 | $82,739.80 | (2%) 56.54K to 55.54K | (49%) |
| 04-May-16 12:16 PM View: | Morningstar Inc. (MORN) | 03-May-16 | Market Sale (Planned) | 1,000 | $82.73 | $82,727.20 | (2%) 55.54K to 54.54K | (49%) |
| 03-May-16 2:34 PM View: | Morningstar Inc. (MORN) | 29-Apr-16 | Grant | 4 | -- | -- | < 1% 56.54K to 56.54K | |
| 03-May-16 2:34 PM View: | Morningstar Inc. (MORN) | 29-Apr-16 | Grant Duplicate | 1 | -- | -- | < 1% 56.54K to 56.54K | |
| 27-Apr-16 5:01 PM View: | Morningstar Inc. (MORN) | 26-Apr-16 | Market Sale (Planned) | 1,000 | $83.63 | $83,628.30 | (2%) 58.54K to 57.54K | (48%) |