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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 30-Jan-15 11:37 AM View:  | Morningstar Inc. (MORN) | 30-Jan-15 | Grant | 23 | -- | -- | < 1% 27.51K to 27.53K | |
| 17-Nov-14 4:47 PM View: | Morningstar Inc. (MORN) | 15-Nov-14 | Payment of Exercise | 879 | $69.58 | $61,160.80 | (3%) 28.39K to 27.51K | (75%) |
| 03-Nov-14 4:03 PM View: | Morningstar Inc. (MORN) | 31-Oct-14 | Grant | 27 | -- | -- | < 1% 28.36K to 28.39K | |
| 01-Aug-14 10:14 AM View: | Morningstar Inc. (MORN) | 31-Jul-14 | Grant | 27 | -- | -- | < 1% 28.34K to 28.36K | |
| 19-May-14 12:20 PM View: | Morningstar Inc. (MORN) | 15-May-14 | Grant | 3,009 | -- | -- | 5% 56.23K to 59.24K | |
| 19-May-14 12:20 PM View: | Morningstar Inc. (MORN) | 15-May-14 | Payment of Exercise | 1,283 | $73.11 | $93,800.10 | (2%) 59.24K to 57.95K | (65%) |
| 30-Apr-14 5:02 PM View: | Morningstar Inc. (MORN) | 30-Apr-14 | Grant | 31 | -- | -- | < 1% 26.58K to 26.61K | |
| 03-Feb-14 2:56 PM View: | Morningstar Inc. (MORN) | 31-Jan-14 | Grant | 29 | -- | -- | < 1% 26.55K to 26.58K | |
| 19-Nov-13 10:00 AM View: | Morningstar Inc. (MORN) | 15-Nov-13 | Payment of Exercise | 872 | $83.59 | $72,890.50 | (3%) 27.42K to 26.55K | (44%) |
| 01-Nov-13 3:30 PM View: | Morningstar Inc. (MORN) | 31-Oct-13 | Grant | 25 | -- | -- | < 1% 27.4K to 27.42K | |
| 01-Aug-13 11:42 AM View: | Morningstar Inc. (MORN) | 31-Jul-13 | Grant | 26 | -- | -- | < 1% 27.37K to 27.4K | |
| 16-May-13 2:32 PM View: | Morningstar Inc. (MORN) | 15-May-13 | Grant | 5,000 | -- | -- | 10% 51.77K to 56.77K | |
| 16-May-13 2:32 PM View: | Morningstar Inc. (MORN) | 15-May-13 | Payment of Exercise | 1,009 | $69.99 | $70,619.90 | (2%) 56.77K to 55.76K | (73%) |
| 02-May-13 11:24 AM View: | Morningstar Inc. (MORN) | 30-Apr-13 | Grant | 36 | -- | -- | < 1% 23.35K to 23.39K | |
| 02-Jan-13 12:11 PM View: | Morningstar Inc. (MORN) | 28-Dec-12 | Grant | 38 | -- | -- | < 1% 23.31K to 23.35K | |
| 16-Nov-12 3:38 PM View: | Morningstar Inc. (MORN) | 15-Nov-12 | Grant | 10,504 | -- | -- | 29% 36.15K to 46.65K | |
| 16-Nov-12 3:38 PM View: | Morningstar Inc. (MORN) | 15-Nov-12 | Payment of Exercise | 13 | $61.88 | $804.44 | (< 1%) 46.65K to 46.64K | (96%) |
| 01-Nov-12 3:07 PM View: | Morningstar Inc. (MORN) | 31-Oct-12 | Grant | 14 | -- | -- | < 1% 12.81K to 12.82K | |
| 02-Aug-12 2:54 PM View: | Morningstar Inc. (MORN) | 31-Jul-12 | Grant | 15 | -- | -- | < 1% 12.79K to 12.81K |