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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 20-Nov-23 10:00 PM View:  | Morningstar Inc. (MORN) | 17-Nov-23 | Grant | 938 | -- | -- | < 1% 124.91K to 125.85K | |
| 20-Nov-23 10:00 PM View: | Morningstar Inc. (MORN) | 17-Nov-23 | Payment of Exercise | 2,753 | $269.66 | $742,374.00 | (2%) 131.12K to 128.37K | |
| 20-Nov-23 10:00 PM View: | Morningstar Inc. (MORN) | 17-Nov-23 | Option Exercise | 5,274 | -- | -- | 4% 125.85K to 131.12K | |
| 17-May-23 8:15 PM View: | Morningstar Inc. (MORN) | 17-May-23 | Grant | 2,948 | -- | -- | < 1% 369.19K to 372.14K | |
| 17-May-23 8:15 PM View: | Morningstar Inc. (MORN) | 17-May-23 | Payment of Exercise | 9,714 | $189.94 | $1,845,080.00 | (3%) 380.2K to 370.49K | |
| 17-May-23 8:15 PM View: | Morningstar Inc. (MORN) | 17-May-23 | Option Exercise | 8,058 | -- | -- | 2% 372.14K to 380.2K | |
| 17-May-23 8:15 PM View: | Morningstar Inc. (MORN) | 15-May-23 | Grant | 6,844 | -- | -- | 2% 362.35K to 369.19K | |
| 21-Nov-22 6:13 PM View: | Morningstar Inc. (MORN) | 17-Nov-22 | Grant | 3,453 | -- | -- | 3% 111.9K to 115.35K | |
| 21-Nov-22 6:13 PM View: | Morningstar Inc. (MORN) | 17-Nov-22 | Payment of Exercise | 3,879 | $241.30 | $936,003.00 | (3%) 120.65K to 116.77K | |
| 21-Nov-22 6:13 PM View: | Morningstar Inc. (MORN) | 17-Nov-22 | Option Exercise | 5,301 | -- | -- | 5% 115.35K to 120.65K | |
| 19-Aug-22 12:52 PM View: | Morningstar Inc. (MORN) | 17-Aug-22 | Gift | 600 | -- | -- | (< 1%) 112.5K to 111.9K | |
| 17-May-22 6:07 PM View: | Morningstar Inc. (MORN) | 17-May-22 | Grant | 4,185 | -- | -- | 2% 221.71K to 225.9K | |
| 17-May-22 6:07 PM View: | Morningstar Inc. (MORN) | 17-May-22 | Option Exercise | 6,428 | -- | -- | 3% 225.9K to 232.32K | |
| 17-May-22 6:07 PM View: | Morningstar Inc. (MORN) | 15-May-22 | Grant | 6,050 | -- | -- | 3% 226.27K to 232.32K | |
| 17-May-22 6:07 PM View: | Morningstar Inc. (MORN) | 15-May-22 | Payment of Exercise | 8,970 | $242.95 | $2,179,260.00 | (4%) 232.32K to 223.35K | |
| 05-Jan-22 5:55 PM View: | Morningstar Inc. (MORN) | 03-Jan-22 | Payment of Exercise | 2,594 | $341.99 | $887,122.00 | (2%) 107.4K to 104.81K | 2% |
| 18-Nov-21 3:50 PM View: | Morningstar Inc. (MORN) | 16-Nov-21 | Grant | 3,050 | -- | -- | 3% 102.3K to 105.35K | |
| 18-Nov-21 3:50 PM View: | Morningstar Inc. (MORN) | 16-Nov-21 | Payment of Exercise | 4,055 | $316.52 | $1,283,490.00 | (4%) 111.45K to 107.4K | |
| 18-Nov-21 3:50 PM View: | Morningstar Inc. (MORN) | 16-Nov-21 | Option Exercise | 6,101 | -- | -- | 6% 105.35K to 111.45K | |
| 09-Aug-21 4:53 PM View: | Morningstar Inc. (MORN) | 05-Aug-21 | Gift | 500 | -- | -- | (< 1%) 102.8K to 102.3K | |
| 18-May-21 9:01 PM View: | Morningstar Inc. (MORN) | 18-May-21 | Grant | 507 | -- | -- | < 1% 207.98K to 208.49K | |
| 18-May-21 9:01 PM View: | Morningstar Inc. (MORN) | 18-May-21 | Option Exercise | 6,011 | -- | -- | 3% 208.49K to 214.5K | |
| 18-May-21 9:01 PM View: | Morningstar Inc. (MORN) | 15-May-21 | Grant | 5,028 | -- | -- | 2% 209.47K to 214.5K | |
| 18-May-21 9:01 PM View: | Morningstar Inc. (MORN) | 15-May-21 | Payment of Exercise | 8,926 | $245.02 | $2,187,050.00 | (4%) 214.5K to 205.57K | |
| 05-Jan-21 2:53 PM View: | Morningstar Inc. (MORN) | 03-Jan-21 | Payment of Exercise | 2,394 | $231.57 | $554,379.00 | (2%) 100.11K to 97.71K | < 1% |
| 18-Nov-20 8:00 PM View: | Morningstar Inc. (MORN) | 16-Nov-20 | Grant | 1,837 | -- | -- | 2% 95.3K to 97.13K | |
| 18-Nov-20 8:00 PM View: | Morningstar Inc. (MORN) | 16-Nov-20 | Payment of Exercise | 3,366 | $206.21 | $694,103.00 | (3%) 102.89K to 99.53K | |
| 18-Nov-20 8:00 PM View: | Morningstar Inc. (MORN) | 16-Nov-20 | Option Exercise | 5,759 | -- | -- | 6% 97.13K to 102.89K | |
| 20-May-20 5:22 PM View: | Morningstar Inc. (MORN) | 18-May-20 | Grant | 3,594 | -- | -- | 4% 89.29K to 92.88K | |
| 20-May-20 5:22 PM View: | Morningstar Inc. (MORN) | 18-May-20 | Payment of Exercise | 4,777 | $145.34 | $694,289.00 | (5%) 100.07K to 95.3K | |
| 20-May-20 5:22 PM View: | Morningstar Inc. (MORN) | 18-May-20 | Option Exercise | 7,188 | -- | -- | 8% 92.88K to 100.07K | |
| 19-May-20 6:13 PM View: | Morningstar Inc. (MORN) | 15-May-20 | Grant | 29,268 | -- | -- | 19% 153.65K to 182.92K | |
| 19-May-20 6:13 PM View: | Morningstar Inc. (MORN) | 15-May-20 | Payment of Exercise | 2,170 | $145.34 | $315,388.00 | (1%) 182.92K to 180.75K | |
| 08-May-20 3:50 PM View: | Morningstar Inc. (MORN) | 06-May-20 | Gift | 1,000 | -- | -- | (2%) 63.19K to 62.19K | |
| 06-Jan-20 11:36 AM View: | Morningstar Inc. (MORN) | 03-Jan-20 | Payment of Exercise | 2,065 | $151.30 | $312,434.00 | (3%) 65.26K to 63.19K | 3% |
| 27-Sep-19 12:06 PM View: | Morningstar Inc. (MORN) | 26-Sep-19 | Gift | 476 | -- | -- | (< 1%) 65.73K to 65.26K | |
| 17-May-19 9:43 AM View: | Morningstar Inc. (MORN) | 15-May-19 | Grant | 6,244 | -- | -- | 5% 128.64K to 134.88K | |
| 17-May-19 9:43 AM View: | Morningstar Inc. (MORN) | 15-May-19 | Payment of Exercise | 1,707 | $133.03 | $227,082.00 | (1%) 134.88K to 133.17K | |
| 03-Jan-19 3:06 PM View: | Morningstar Inc. (MORN) | 03-Jan-19 | Payment of Exercise | 2,051 | $108.60 | $222,739.00 | (3%) 63.25K to 61.2K | (16%) |
| 13-Nov-18 9:44 AM View: | Morningstar Inc. (MORN) | 09-Nov-18 | Gift | 200 | -- | -- | (< 1%) 63.45K to 63.25K | |
| 17-May-18 3:24 PM View: | Morningstar Inc. (MORN) | 15-May-18 | Grant | 5,462 | -- | -- | 4% 123.5K to 128.96K | |
| 17-May-18 3:24 PM View: | Morningstar Inc. (MORN) | 15-May-18 | Payment of Exercise | 1,033 | $112.22 | $115,923.00 | (< 1%) 128.96K to 127.93K | (12%) |
| 04-Jan-18 11:22 AM View: | Morningstar Inc. (MORN) | 03-Jan-18 | Payment of Exercise | 2,260 | $96.94 | $219,084.00 | (4%) 61.28K to 59.02K | (30%) |
| 17-May-17 3:41 PM View: | Morningstar Inc. (MORN) | 15-May-17 | Payment of Exercise | 1,089 | $75.22 | $81,914.60 | (2%) 62.37K to 61.28K | (66%) |
| 04-Jan-17 10:11 AM View: | Morningstar Inc. (MORN) | 03-Jan-17 | Grant | 33,985 | -- | -- | 120% 28.38K to 62.37K | |
| 17-Nov-16 1:33 PM View: | Morningstar Inc. (MORN) | 15-Nov-16 | Payment of Exercise | 104 | $72.84 | $7,575.36 | (< 1%) 28.49K to 28.38K | (70%) |
| 28-Oct-16 12:42 PM View: | Morningstar Inc. (MORN) | 28-Oct-16 | Grant | 1 | -- | -- | < 1% 28.48K to 28.49K | |
| 29-Jul-16 4:03 PM View: | Morningstar Inc. (MORN) | 29-Jul-16 | Grant | 1 | -- | -- | < 1% 28.48K to 28.48K | |
| 16-May-16 4:53 PM View: | Morningstar Inc. (MORN) | 15-May-16 | Grant | 3,665 | -- | -- | 14% 25.88K to 29.55K | |
| 17-May-16 3:07 PM View: | Morningstar Inc. (MORN) | 15-May-16 | Payment of Exercise | 1,063 | $81.85 | $87,006.50 | (4%) 29.55K to 28.48K | (51%) |