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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 16-May-16 5:29 PM View:  | Morningstar Inc. (MORN) | 15-May-16 | Grant | 1,588 | -- | -- | 4% 45.07K to 46.66K | |
| 28-Apr-16 4:00 PM View: | Morningstar Inc. (MORN) | 28-Apr-16 | Market Sale (Planned) | 2,542 | $83.99 | $213,512.00 | (5%) 47.61K to 45.07K | (47%) |
| 28-Apr-16 10:24 AM View: | Morningstar Inc. (MORN) | 27-Apr-16 | Market Sale (Planned) | 5,000 | $84.08 | $420,412.00 | (10%) 52.61K to 47.61K | (47%) |
| 27-Apr-16 4:47 PM View: | Morningstar Inc. (MORN) | 26-Apr-16 | Market Sale (Planned) | 2,458 | $83.91 | $206,239.00 | (4%) 55.07K to 52.61K | (47%) |
| 18-May-15 12:37 PM View: | Morningstar Inc. (MORN) | 15-May-15 | Grant | 1,688 | -- | -- | 3% 53.38K to 55.07K | |
| 04-May-15 12:52 PM View: | Morningstar Inc. (MORN) | 30-Apr-15 | Grant | 1 | -- | -- | < 1% 53.38K to 53.38K | |
| 30-Jan-15 11:53 AM View: | Morningstar Inc. (MORN) | 30-Jan-15 | Grant | 1 | -- | -- | < 1% 53.38K to 53.38K | |
| 03-Nov-14 4:17 PM View: | Morningstar Inc. (MORN) | 31-Oct-14 | Grant | 1 | -- | -- | < 1% 53.38K to 53.38K | |
| 01-Aug-14 11:08 AM View: | Morningstar Inc. (MORN) | 31-Jul-14 | Grant | 1 | -- | -- | < 1% 53.38K to 53.38K | |
| 19-May-14 10:11 AM View: | Morningstar Inc. (MORN) | 15-May-14 | Grant | 1,778 | -- | -- | 3% 51.6K to 53.38K | |
| 01-May-14 10:40 AM View: | Morningstar Inc. (MORN) | 30-Apr-14 | Grant | 3 | -- | -- | < 1% 51.59K to 51.6K | |
| 03-Feb-14 3:01 PM View: | Morningstar Inc. (MORN) | 31-Jan-14 | Grant | 3 | -- | -- | < 1% 51.59K to 51.59K | |
| 19-Nov-13 4:50 PM View: | Morningstar Inc. (MORN) | 19-Nov-13 | Gift | 2,500 | -- | -- | (5%) 54.09K to 51.59K | |
| 01-Nov-13 3:23 PM View: | Morningstar Inc. (MORN) | 31-Oct-13 | Grant | 2 | -- | -- | < 1% 54.09K to 54.09K | |
| 01-Aug-13 11:17 AM View: | Morningstar Inc. (MORN) | 31-Jul-13 | Grant | 2 | -- | -- | < 1% 54.09K to 54.09K | |
| 16-May-13 10:15 AM View: | Morningstar Inc. (MORN) | 15-May-13 | Grant | 1,571 | -- | -- | 3% 52.52K to 54.09K | |
| 02-May-13 11:38 AM View: | Morningstar Inc. (MORN) | 30-Apr-13 | Grant | 6 | -- | -- | < 1% 52.51K to 52.52K | |
| 02-Jan-13 12:25 PM View: | Morningstar Inc. (MORN) | 28-Dec-12 | Grant | 6 | -- | -- | < 1% 52.51K to 52.51K | |
| 20-Dec-12 11:38 AM View: | Morningstar Inc. (MORN) | 19-Dec-12 | Option Exercise | 12,000 | $25.31 | $303,739.00 | 30% 40.51K to 52.51K | |
| 04-Dec-12 10:26 AM View: | Morningstar Inc. (MORN) | 03-Dec-12 | Market Sale (Planned) | 3,000 | $63.53 | $190,602.00 | (7%) 43.51K to 40.51K | (91%) |
| 29-Nov-12 10:29 AM View: | Morningstar Inc. (MORN) | 28-Nov-12 | Market Sale (Planned) | 500 | $62.70 | $31,349.10 | (1%) 44.01K to 43.51K | (94%) |
| 29-Nov-12 10:29 AM View: | Morningstar Inc. (MORN) | 27-Nov-12 | Gift | 7,046 | -- | -- | (14%) 51.05K to 44.01K | |
| 21-Nov-12 11:28 AM View: | Morningstar Inc. (MORN) | 21-Nov-12 | Market Sale (Planned) | 500 | $62.18 | $31,092.00 | (< 1%) 51.55K to 51.05K | (95%) |
| 14-Nov-12 11:39 AM View: | Morningstar Inc. (MORN) | 14-Nov-12 | Market Sale (Planned) | 500 | $62.20 | $31,097.60 | (< 1%) 52.05K to 51.55K | (95%) |
| 08-Nov-12 9:51 AM View: | Morningstar Inc. (MORN) | 07-Nov-12 | Market Sale (Planned) | 500 | $63.44 | $31,719.00 | (< 1%) 52.55K to 52.05K | (91%) |
| 02-Nov-12 12:40 PM View: | Morningstar Inc. (MORN) | 01-Nov-12 | Market Sale (Planned) | 3,000 | $64.19 | $192,576.00 | (5%) 55.55K to 52.55K | (89%) |
| 01-Nov-12 1:58 PM View: | Morningstar Inc. (MORN) | 31-Oct-12 | Grant | 5 | -- | -- | < 1% 111.59K to 111.6K | |
| 01-Nov-12 1:58 PM View: | Morningstar Inc. (MORN) | 31-Oct-12 | Market Sale (Planned) | 500 | $62.47 | $31,233.20 | (< 1%) 111.6K to 111.1K | (94%) |
| 24-Oct-12 11:44 AM View: | Morningstar Inc. (MORN) | 24-Oct-12 | Market Sale (Planned) | 500 | $63.64 | $31,818.30 | (< 1%) 56.55K to 56.05K | (91%) |
| 17-Oct-12 11:25 AM View: | Morningstar Inc. (MORN) | 17-Oct-12 | Market Sale (Planned) | 500 | $64.22 | $32,109.00 | (< 1%) 57.05K to 56.55K | (89%) |
| 10-Oct-12 11:20 AM View: | Morningstar Inc. (MORN) | 10-Oct-12 | Market Sale (Planned) | 500 | $63.38 | $31,690.10 | (< 1%) 57.55K to 57.05K | (92%) |
| 04-Oct-12 9:18 AM View: | Morningstar Inc. (MORN) | 03-Oct-12 | Market Sale (Planned) | 500 | $63.36 | $31,680.20 | (< 1%) 58.05K to 57.55K | (92%) |
| 02-Oct-12 10:11 AM View: | Morningstar Inc. (MORN) | 01-Oct-12 | Market Sale (Planned) | 7,641 | $63.03 | $481,633.00 | (12%) 65.69K to 58.05K | (93%) |
| 01-Oct-12 10:54 AM View: | Morningstar Inc. (MORN) | 27-Sep-12 | Market Sale (Planned) | 359 | $63.00 | $22,617.10 | (< 1%) 66.05K to 65.69K | (93%) |
| 27-Sep-12 10:02 AM View: | Morningstar Inc. (MORN) | 26-Sep-12 | Market Sale (Planned) | 500 | $62.06 | $31,028.00 | (< 1%) 66.55K to 66.05K | (96%) |
| 19-Sep-12 10:38 AM View: | Morningstar Inc. (MORN) | 19-Sep-12 | Market Sale (Planned) | 500 | $61.88 | $30,940.60 | (< 1%) 67.05K to 66.55K | (97%) |
| 12-Sep-12 11:31 AM View: | Morningstar Inc. (MORN) | 12-Sep-12 | Market Sale (Planned) | 500 | $61.00 | $30,498.20 | (< 1%) 67.55K to 67.05K | (99%) |
| 07-Sep-12 10:55 AM View: | Morningstar Inc. (MORN) | 06-Sep-12 | Market Sale (Planned) | 3,000 | $60.55 | $181,664.00 | (4%) 70.55K to 67.55K | (101%) |
| 07-Sep-12 10:54 AM View: | Morningstar Inc. (MORN) | 05-Sep-12 | Market Sale (Planned) | 500 | $59.63 | $29,816.00 | (< 1%) 71.05K to 70.55K | (104%) |
| 29-Aug-12 10:42 AM View: | Morningstar Inc. (MORN) | 29-Aug-12 | Market Sale (Planned) | 500 | $58.92 | $29,457.90 | (< 1%) 71.55K to 71.05K | (107%) |
| 23-Aug-12 10:33 AM View: | Morningstar Inc. (MORN) | 22-Aug-12 | Market Sale (Planned) | 500 | $58.00 | $29,000.00 | (< 1%) 72.05K to 71.55K | (110%) |
| 15-Aug-12 11:53 AM View: | Morningstar Inc. (MORN) | 15-Aug-12 | Market Sale (Planned) | 500 | $58.00 | $29,000.00 | (< 1%) 72.55K to 72.05K | (110%) |
| 08-Aug-12 12:52 PM View: | Morningstar Inc. (MORN) | 08-Aug-12 | Market Sale (Planned) | 500 | $58.00 | $29,000.00 | (< 1%) 73.05K to 72.55K | (110%) |
| 02-Aug-12 3:37 PM View: | Morningstar Inc. (MORN) | 01-Aug-12 | Market Sale (Planned) | 500 | $58.16 | $29,080.00 | (< 1%) 147.09K to 146.59K | (109%) |
| 02-Aug-12 3:37 PM View: | Morningstar Inc. (MORN) | 31-Jul-12 | Grant | 5 | -- | -- | < 1% 147.09K to 147.09K | |
| 25-Jul-12 11:23 AM View: | Morningstar Inc. (MORN) | 25-Jul-12 | Market Sale (Planned) | 500 | $58.00 | $29,000.00 | (< 1%) 74.04K to 73.54K | (110%) |
| 19-Jul-12 12:22 PM View: | Morningstar Inc. (MORN) | 18-Jul-12 | Market Sale (Planned) | 500 | $59.03 | $29,515.00 | (< 1%) 74.54K to 74.04K | (106%) |
| 11-Jul-12 10:52 AM View: | Morningstar Inc. (MORN) | 11-Jul-12 | Market Sale (Planned) | 500 | $59.27 | $29,635.00 | (< 1%) 75.04K to 74.54K | (105%) |
| 05-Jul-12 12:20 PM View: | Morningstar Inc. (MORN) | 05-Jul-12 | Market Sale (Planned) | 500 | $59.48 | $29,739.10 | (< 1%) 75.54K to 75.04K | (105%) |
| 02-Jul-12 3:37 PM View: | Morningstar Inc. (MORN) | 02-Jul-12 | Market Sale (Planned) | 500 | $58.00 | $29,000.00 | (< 1%) 76.04K to 75.54K | (110%) |