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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 17-May-16 3:13 PM View:  | Morningstar Inc. (MORN) | 15-May-16 | Grant | 1,221 | -- | -- | 11% 10.88K to 12.1K | |
| 17-May-16 3:13 PM View: | Morningstar Inc. (MORN) | 15-May-16 | Payment of Exercise | 294 | $81.85 | $24,063.90 | (2%) 12.1K to 11.81K | (51%) |
| 18-May-15 3:25 PM View: | Morningstar Inc. (MORN) | 15-May-15 | Grant | 1,298 | -- | -- | 21% 6.33K to 7.63K | |
| 18-May-15 3:25 PM View: | Morningstar Inc. (MORN) | 15-May-15 | Payment of Exercise | 204 | $77.00 | $15,708.00 | (3%) 7.63K to 7.42K | (59%) |
| 19-May-14 1:06 PM View: | Morningstar Inc. (MORN) | 15-May-14 | Grant | 1,203 | -- | -- | 30% 4.06K to 5.26K | |
| 19-May-14 1:06 PM View: | Morningstar Inc. (MORN) | 15-May-14 | Payment of Exercise | 115 | $73.11 | $8,407.65 | (2%) 5.26K to 5.15K | (65%) |