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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 15-Nov-23 2:08 PM View:  | Morningstar Inc. (MORN) | 14-Nov-23 | Market Sale | 400 | $268.91 | $107,564.00 | (4%) 9.34K to 8.94K | (13%) |
| 17-May-23 8:11 PM View: | Morningstar Inc. (MORN) | 15-May-23 | Grant | 868 | -- | -- | 10% 8.47K to 9.34K | |
| 17-May-22 2:49 PM View: | Morningstar Inc. (MORN) | 16-May-22 | Sale | 600 | $241.00 | $144,600.00 | (3%) 18.13K to 17.53K | |
| 17-May-22 2:49 PM View: | Morningstar Inc. (MORN) | 15-May-22 | Grant | 679 | -- | -- | 4% 17.45K to 18.13K | |
| 19-May-21 3:50 PM View: | Morningstar Inc. (MORN) | 17-May-21 | Market Sale (Planned) | 250 | $242.91 | $60,727.50 | (3%) 8.64K to 8.39K | 3% |
| 18-May-21 7:01 PM View: | Morningstar Inc. (MORN) | 15-May-21 | Grant | 612 | -- | -- | 8% 8.03K to 8.64K | |
| 05-May-21 3:46 PM View: | Morningstar Inc. (MORN) | 03-May-21 | Market Sale (Planned) | 250 | $264.75 | $66,187.50 | (3%) 8.28K to 8.03K | < 1% |
| 19-May-20 5:46 PM View: | Morningstar Inc. (MORN) | 15-May-20 | Grant | 1,032 | -- | -- | 14% 7.25K to 8.28K | |
| 17-May-19 10:42 AM View: | Morningstar Inc. (MORN) | 15-May-19 | Grant | 1,127 | -- | -- | 18% 6.12K to 7.25K | |
| 17-May-18 11:51 AM View: | Morningstar Inc. (MORN) | 15-May-18 | Grant | 1,336 | -- | -- | 28% 4.78K to 6.12K | |
| 16-May-17 3:06 PM View: | Morningstar Inc. (MORN) | 15-May-17 | Grant | 1,728 | -- | -- | 57% 3.05K to 4.78K | |
| 16-May-16 5:16 PM View: | Morningstar Inc. (MORN) | 15-May-16 | Grant | 3,054 | -- | -- | 100% 0 to 3.05K |