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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 07-Sep-23 12:13 PM View:  | Morningstar Inc. (MORN) | 05-Sep-23 | Sale (Planned) | 580 | $250.00 | $145,000.00 | (10%) 5.73K to 5.15K | |
| 28-Jul-23 2:48 PM View: | Morningstar Inc. (MORN) | 27-Jul-23 | Sale (Planned) | 395 | $225.00 | $88,875.00 | (6%) 6.12K to 5.73K | |
| 17-May-23 8:11 PM View: | Morningstar Inc. (MORN) | 15-May-23 | Grant | 868 | -- | -- | 17% 5.25K to 6.12K | |
| 17-May-22 2:48 PM View: | Morningstar Inc. (MORN) | 15-May-22 | Grant | 679 | -- | -- | 15% 4.58K to 5.25K | |
| 18-May-21 7:04 PM View: | Morningstar Inc. (MORN) | 15-May-21 | Grant | 612 | -- | -- | 15% 3.96K to 4.58K | |
| 04-Nov-20 6:03 PM View: | Morningstar Inc. (MORN) | 02-Nov-20 | Market Sale (Planned) | 1,382 | $189.72 | $262,193.00 | (26%) 5.34K to 3.96K | |
| 19-May-20 5:26 PM View: | Morningstar Inc. (MORN) | 15-May-20 | Grant | 1,032 | -- | -- | 24% 4.31K to 5.34K | |
| 29-Oct-19 3:26 PM View: | Morningstar Inc. (MORN) | 28-Oct-19 | Market Sale (Planned) | 1,500 | $150.00 | $225,000.00 | (26%) 5.81K to 4.31K | 2% |
| 17-May-19 10:26 AM View: | Morningstar Inc. (MORN) | 15-May-19 | Grant | 1,127 | -- | -- | 24% 4.69K to 5.81K | |
| 30-Oct-18 11:35 AM View: | Morningstar Inc. (MORN) | 29-Oct-18 | Market Sale (Planned) | 2,000 | $129.75 | $259,500.00 | (30%) 6.69K to 4.69K | 2% |
| 17-May-18 11:48 AM View: | Morningstar Inc. (MORN) | 15-May-18 | Grant | 1,336 | -- | -- | 25% 5.35K to 6.69K | |
| 26-Feb-18 10:21 AM View: | Morningstar Inc. (MORN) | 23-Feb-18 | Market Sale (Planned) | 1,531 | $95.46 | $146,149.00 | (22%) 6.88K to 5.35K | (32%) |
| 26-Oct-17 3:57 PM View: | Morningstar Inc. (MORN) | 26-Oct-17 | Market Sale (Planned) | 500 | $87.00 | $43,500.00 | (7%) 7.38K to 6.88K | (44%) |
| 28-Sep-17 3:49 PM View: | Morningstar Inc. (MORN) | 27-Sep-17 | Market Sale (Planned) | 500 | $85.00 | $42,500.00 | (6%) 7.88K to 7.38K | (47%) |
| 27-Jul-17 1:33 PM View: | Morningstar Inc. (MORN) | 26-Jul-17 | Market Sale (Planned) | 500 | $83.00 | $41,500.00 | (6%) 8.38K to 7.88K | (51%) |
| 16-May-17 3:05 PM View: | Morningstar Inc. (MORN) | 15-May-17 | Grant | 1,728 | -- | -- | 26% 6.65K to 8.38K | |
| 16-May-16 5:24 PM View: | Morningstar Inc. (MORN) | 15-May-16 | Grant | 1,588 | -- | -- | 31% 5.07K to 6.65K | |
| 27-Apr-16 4:56 PM View: | Morningstar Inc. (MORN) | 26-Apr-16 | Market Sale (Planned) | 782 | $83.88 | $65,594.10 | (13%) 5.85K to 5.07K | (47%) |
| 29-Mar-16 4:33 PM View: | Morningstar Inc. (MORN) | 29-Mar-16 | Market Sale | 390 | $87.00 | $33,930.00 | (6%) 6.24K to 5.85K | (41%) |
| 27-Oct-15 1:54 PM View: | Morningstar Inc. (MORN) | 26-Oct-15 | Market Sale | 300 | $82.00 | $24,600.00 | (5%) 6.54K to 6.24K | (50%) |
| 04-Jun-15 12:47 PM View: | Morningstar Inc. (MORN) | 03-Jun-15 | Market Sale | 300 | $78.90 | $23,670.00 | (4%) 6.84K to 6.54K | (55%) |
| 18-May-15 12:34 PM View: | Morningstar Inc. (MORN) | 15-May-15 | Grant | 1,688 | -- | -- | 33% 5.15K to 6.84K | |
| 17-Mar-15 4:22 PM View: | Morningstar Inc. (MORN) | 16-Mar-15 | Gift | 200 | -- | -- | (4%) 5.35K to 5.15K | |
| 19-May-14 9:54 AM View: | Morningstar Inc. (MORN) | 15-May-14 | Grant | 1,778 | -- | -- | 50% 3.57K to 5.35K | |
| 15-May-13 5:46 PM View: | Morningstar Inc. (MORN) | 15-May-13 | Grant | 3,571 | -- | -- | 100% 0 to 3.57K |