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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 17-May-19 10:11 AM View:  | Morningstar Inc. (MORN) | 15-May-19 | Grant | 1,879 | -- | -- | 4% 48.49K to 50.37K | |
| 17-May-19 10:11 AM View: | Morningstar Inc. (MORN) | 15-May-19 | Payment of Exercise | 652 | $133.03 | $86,735.60 | (1%) 50.37K to 49.72K | |
| 17-May-18 3:23 PM View: | Morningstar Inc. (MORN) | 15-May-18 | Grant | 1,782 | -- | -- | 4% 46.46K to 48.24K | |
| 17-May-18 3:23 PM View: | Morningstar Inc. (MORN) | 15-May-18 | Payment of Exercise | 815 | $112.22 | $91,459.30 | (2%) 48.24K to 47.43K | (12%) |
| 17-Nov-17 3:00 PM View: | Morningstar Inc. (MORN) | 15-Nov-17 | Payment of Exercise | 500 | $88.81 | $44,405.00 | (2%) 22.84K to 22.34K | (41%) |
| 17-May-17 3:42 PM View: | Morningstar Inc. (MORN) | 15-May-17 | Grant | 2,658 | -- | -- | 6% 44.17K to 46.83K | |
| 17-May-17 3:42 PM View: | Morningstar Inc. (MORN) | 15-May-17 | Payment of Exercise | 574 | $75.22 | $43,176.30 | (1%) 46.83K to 46.25K | (66%) |
| 16-May-16 5:05 PM View: | Morningstar Inc. (MORN) | 15-May-16 | Grant | 2,443 | -- | -- | 13% 18.31K to 20.75K | |
| 03-May-16 2:17 PM View: | Morningstar Inc. (MORN) | 29-Apr-16 | Grant | 1 | -- | -- | < 1% 18.31K to 18.31K | |
| 01-Feb-16 12:58 PM View: | Morningstar Inc. (MORN) | 29-Jan-16 | Grant | 1 | -- | -- | < 1% 18.31K to 18.31K | |
| 02-Nov-15 10:54 AM View: | Morningstar Inc. (MORN) | 30-Oct-15 | Grant | 1 | -- | -- | < 1% 18.31K to 18.31K | |
| 03-Aug-15 11:55 AM View: | Morningstar Inc. (MORN) | 31-Jul-15 | Grant | 1 | -- | -- | < 1% 18.31K to 18.31K | |
| 18-May-15 3:40 PM View: | Morningstar Inc. (MORN) | 15-May-15 | Grant | 1,948 | -- | -- | 12% 16.36K to 18.31K | |
| 04-May-15 12:35 PM View: | Morningstar Inc. (MORN) | 30-Apr-15 | Grant | 2 | -- | -- | < 1% 16.36K to 16.36K |