Try the Demo today!
| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 17-May-16 3:24 PM View:  | Morningstar Inc. (MORN) | 15-May-16 | Grant | 2,748 | -- | -- | < 1% 327.77K to 330.52K | |
| 17-May-16 3:24 PM View: | Morningstar Inc. (MORN) | 15-May-16 | Payment of Exercise | 1,397 | $81.85 | $114,344.00 | (< 1%) 330.52K to 329.12K | (51%) |
| 03-May-16 2:28 PM View: | Morningstar Inc. (MORN) | 29-Apr-16 | Grant | 4 | -- | -- | < 1% 170.33K to 170.33K | |
| 01-Feb-16 3:49 PM View: | Morningstar Inc. (MORN) | 29-Jan-16 | Grant | 4 | -- | -- | < 1% 170.32K to 170.33K | |
| 02-Nov-15 11:02 AM View: | Morningstar Inc. (MORN) | 30-Oct-15 | Grant | 4 | -- | -- | < 1% 170.32K to 170.32K | |
| 03-Aug-15 12:56 PM View: | Morningstar Inc. (MORN) | 31-Jul-15 | Grant | 3 | -- | -- | < 1% 170.32K to 170.32K | |
| 19-May-15 10:15 AM View: | Morningstar Inc. (MORN) | 18-May-15 | Market Sale (Planned) | 862 | $77.06 | $66,422.10 | (< 1%) 171.18K to 170.32K | (59%) |
| 18-May-15 3:32 PM View: | Morningstar Inc. (MORN) | 15-May-15 | Grant | 2,922 | -- | -- | < 1% 329.49K to 332.42K | |
| 18-May-15 3:32 PM View: | Morningstar Inc. (MORN) | 15-May-15 | Payment of Exercise | 1,207 | $77.00 | $92,939.00 | (< 1%) 332.42K to 331.21K | (59%) |
| 13-May-15 10:12 AM View: | Morningstar Inc. (MORN) | 11-May-15 | Market Sale (Planned) | 2,000 | $75.19 | $150,373.00 | (1%) 171.47K to 169.47K | (62%) |
| 05-May-15 10:34 AM View: | Morningstar Inc. (MORN) | 04-May-15 | Market Sale (Planned) | 2,000 | $76.35 | $152,698.00 | (1%) 173.47K to 171.47K | (60%) |
| 04-May-15 12:45 PM View: | Morningstar Inc. (MORN) | 30-Apr-15 | Grant | 8 | -- | -- | < 1% 173.46K to 173.47K | |
| 28-Apr-15 10:11 AM View: | Morningstar Inc. (MORN) | 27-Apr-15 | Market Sale (Planned) | 2,000 | $75.75 | $151,510.00 | (1%) 175.46K to 173.46K | (61%) |
| 21-Apr-15 11:19 AM View: | Morningstar Inc. (MORN) | 20-Apr-15 | Market Sale (Planned) | 2,000 | $73.23 | $146,464.00 | (1%) 177.46K to 175.46K | (67%) |
| 14-Apr-15 9:53 AM View: | Morningstar Inc. (MORN) | 13-Apr-15 | Market Sale (Planned) | 2,000 | $73.79 | $147,580.00 | (1%) 179.46K to 177.46K | (66%) |
| 07-Apr-15 10:40 AM View: | Morningstar Inc. (MORN) | 06-Apr-15 | Market Sale (Planned) | 2,000 | $74.36 | $148,729.00 | (1%) 181.46K to 179.46K | (64%) |
| 31-Mar-15 11:52 AM View: | Morningstar Inc. (MORN) | 30-Mar-15 | Market Sale (Planned) | 2,000 | $75.62 | $151,247.00 | (1%) 183.46K to 181.46K | (61%) |
| 24-Mar-15 11:24 AM View: | Morningstar Inc. (MORN) | 23-Mar-15 | Market Sale (Planned) | 2,000 | $75.04 | $150,085.00 | (1%) 185.46K to 183.46K | (62%) |
| 16-Mar-15 4:58 PM View: | Morningstar Inc. (MORN) | 16-Mar-15 | Market Sale (Planned) | 2,000 | $74.65 | $149,291.00 | (1%) 187.46K to 185.46K | (63%) |
| 10-Mar-15 12:03 PM View: | Morningstar Inc. (MORN) | 09-Mar-15 | Market Sale (Planned) | 2,000 | $73.63 | $147,259.00 | (1%) 189.46K to 187.46K | (65%) |
| 03-Mar-15 12:18 PM View: | Morningstar Inc. (MORN) | 02-Mar-15 | Market Sale (Planned) | 2,000 | $74.89 | $149,771.00 | (1%) 191.46K to 189.46K | (63%) |
| 24-Feb-15 9:58 AM View: | Morningstar Inc. (MORN) | 23-Feb-15 | Market Sale (Planned) | 2,000 | $76.91 | $153,823.00 | (1%) 193.46K to 191.46K | (58%) |
| 19-Feb-15 10:02 AM View: | Morningstar Inc. (MORN) | 17-Feb-15 | Market Sale (Planned) | 2,000 | $77.26 | $154,512.00 | (1%) 195.46K to 193.46K | (58%) |
| 02-Feb-15 10:22 AM View: | Morningstar Inc. (MORN) | 30-Jan-15 | Grant | 10 | -- | -- | < 1% 195.45K to 195.46K | |
| 03-Nov-14 4:13 PM View: | Morningstar Inc. (MORN) | 31-Oct-14 | Grant | 8 | -- | -- | < 1% 194.94K to 194.95K | |
| 01-Aug-14 11:04 AM View: | Morningstar Inc. (MORN) | 31-Jul-14 | Grant | 8 | -- | -- | < 1% 194.93K to 194.94K | |
| 19-May-14 1:12 PM View: | Morningstar Inc. (MORN) | 15-May-14 | Grant | 3,077 | -- | -- | < 1% 339.07K to 342.15K | |
| 19-May-14 1:12 PM View: | Morningstar Inc. (MORN) | 15-May-14 | Payment of Exercise | 1,000 | $73.11 | $73,110.00 | (< 1%) 342.15K to 341.15K | (65%) |
| 15-May-14 4:30 PM View: | Morningstar Inc. (MORN) | 15-May-14 | Gift | 26,727 | -- | -- | 14% 192.86K to 219.58K | |
| 15-May-14 4:30 PM View: | Morningstar Inc. (MORN) | 15-May-14 | Gift | 26,727 | -- | -- | (12%) 219.58K to 192.86K | |
| 03-Feb-14 3:09 PM View: | Morningstar Inc. (MORN) | 31-Jan-14 | Grant | 11 | -- | -- | < 1% 199.96K to 199.97K | |
| 01-Nov-13 3:35 PM View: | Morningstar Inc. (MORN) | 31-Oct-13 | Grant | 8 | -- | -- | < 1% 199.95K to 199.96K | |
| 01-Aug-13 11:19 AM View: | Morningstar Inc. (MORN) | 31-Jul-13 | Grant | 8 | -- | -- | < 1% 199.94K to 199.95K | |
| 16-May-13 4:14 PM View: | Morningstar Inc. (MORN) | 15-May-13 | Grant | 5,429 | -- | -- | 2% 337.68K to 343.11K | |
| 16-May-13 4:14 PM View: | Morningstar Inc. (MORN) | 15-May-13 | Payment of Exercise | 542 | $69.99 | $37,934.60 | (< 1%) 343.11K to 342.57K | (73%) |
| 02-May-13 11:55 AM View: | Morningstar Inc. (MORN) | 30-Apr-13 | Grant | 13 | -- | -- | < 1% 190.68K to 190.69K | |
| 02-Jan-13 12:20 PM View: | Morningstar Inc. (MORN) | 28-Dec-12 | Grant | 13 | -- | -- | < 1% 190.66K to 190.68K | |
| 20-Nov-12 10:31 AM View: | Morningstar Inc. (MORN) | 19-Nov-12 | Market Sale (Planned) | 5,000 | $62.88 | $314,391.00 | (3%) 195.66K to 190.66K | (93%) |
| 13-Nov-12 10:33 AM View: | Morningstar Inc. (MORN) | 12-Nov-12 | Market Sale (Planned) | 5,000 | $63.13 | $315,646.00 | (2%) 200.66K to 195.66K | (92%) |
| 06-Nov-12 10:14 AM View: | Morningstar Inc. (MORN) | 05-Nov-12 | Market Sale (Planned) | 5,000 | $63.52 | $317,620.00 | (2%) 205.66K to 200.66K | (91%) |
| 02-Nov-12 11:57 AM View: | Morningstar Inc. (MORN) | 01-Nov-12 | Market Sale (Planned) | 2,305 | $64.29 | $148,179.00 | (1%) 207.97K to 205.66K | (89%) |
| 01-Nov-12 2:12 PM View: | Morningstar Inc. (MORN) | 31-Oct-12 | Grant | 10 | -- | -- | < 1% 358.01K to 358.02K | |
| 01-Nov-12 2:12 PM View: | Morningstar Inc. (MORN) | 31-Oct-12 | Market Sale (Planned) | 2,695 | $62.68 | $168,910.00 | (< 1%) 358.02K to 355.32K | (94%) |
| 23-Oct-12 9:43 AM View: | Morningstar Inc. (MORN) | 22-Oct-12 | Market Sale (Planned) | 5,000 | $63.29 | $316,450.00 | (2%) 215.66K to 210.66K | (92%) |
| 16-Oct-12 11:09 AM View: | Morningstar Inc. (MORN) | 15-Oct-12 | Market Sale (Planned) | 5,000 | $63.95 | $319,768.00 | (2%) 220.66K to 215.66K | (90%) |
| 09-Oct-12 10:29 AM View: | Morningstar Inc. (MORN) | 08-Oct-12 | Market Sale (Planned) | 5,000 | $63.80 | $318,992.00 | (2%) 225.66K to 220.66K | (91%) |
| 02-Oct-12 10:09 AM View: | Morningstar Inc. (MORN) | 01-Oct-12 | Market Sale (Planned) | 5,000 | $63.34 | $316,706.00 | (2%) 230.66K to 225.66K | (92%) |
| 25-Sep-12 10:07 AM View: | Morningstar Inc. (MORN) | 24-Sep-12 | Market Sale (Planned) | 5,000 | $62.49 | $312,440.00 | (2%) 235.66K to 230.66K | (95%) |
| 18-Sep-12 9:56 AM View: | Morningstar Inc. (MORN) | 17-Sep-12 | Market Sale (Planned) | 5,000 | $61.58 | $307,898.00 | (2%) 240.66K to 235.66K | (98%) |
| 11-Sep-12 11:24 AM View: | Morningstar Inc. (MORN) | 10-Sep-12 | Market Sale (Planned) | 5,000 | $60.72 | $303,608.00 | (2%) 245.66K to 240.66K | (100%) |