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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 17-May-19 10:01 AM View:  | Morningstar Inc. (MORN) | 15-May-19 | Grant | 939 | -- | -- | 17% 5.63K to 6.57K | |
| 17-May-19 10:01 AM View: | Morningstar Inc. (MORN) | 15-May-19 | Payment of Exercise | 180 | $133.03 | $23,945.40 | (3%) 6.57K to 6.39K | |
| 17-May-18 3:19 PM View: | Morningstar Inc. (MORN) | 15-May-18 | Grant | 1,113 | -- | -- | 30% 3.77K to 4.88K | |
| 17-May-18 3:19 PM View: | Morningstar Inc. (MORN) | 15-May-18 | Payment of Exercise | 98 | $112.22 | $10,997.60 | (2%) 4.88K to 4.79K | (12%) |
| 17-May-17 3:41 PM View: | Morningstar Inc. (MORN) | 15-May-17 | Grant | 1,329 | -- | -- | 100% 0 to 1.33K |