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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 03-Aug-23 2:41 PM View:  | Morningstar Inc. (MORN) | 02-Aug-23 | Sale | 2,000 | $224.93 | $449,850.00 | (13%) 14.83K to 12.83K | |
| 17-May-23 8:14 PM View: | Morningstar Inc. (MORN) | 17-May-23 | Grant | 379 | -- | -- | < 1% 42.91K to 43.29K | |
| 17-May-23 8:14 PM View: | Morningstar Inc. (MORN) | 17-May-23 | Payment of Exercise | 821 | $189.94 | $155,941.00 | (2%) 44.33K to 43.51K | |
| 17-May-23 8:14 PM View: | Morningstar Inc. (MORN) | 17-May-23 | Option Exercise | 1,036 | -- | -- | 2% 43.29K to 44.33K | |
| 17-May-23 8:14 PM View: | Morningstar Inc. (MORN) | 15-May-23 | Grant | 1,579 | -- | -- | 4% 41.34K to 42.91K | |
| 03-Mar-23 3:34 PM View: | Morningstar Inc. (MORN) | 01-Mar-23 | Grant | 249 | -- | -- | 2% 12.4K to 12.65K | |
| 21-Nov-22 6:16 PM View: | Morningstar Inc. (MORN) | 17-Nov-22 | Grant | 420 | -- | -- | 4% 11.81K to 12.23K | |
| 21-Nov-22 6:16 PM View: | Morningstar Inc. (MORN) | 17-Nov-22 | Payment of Exercise | 473 | $241.30 | $114,135.00 | (4%) 12.88K to 12.4K | |
| 21-Nov-22 6:16 PM View: | Morningstar Inc. (MORN) | 17-Nov-22 | Option Exercise | 646 | -- | -- | 5% 12.23K to 12.88K | |
| 17-May-22 6:10 PM View: | Morningstar Inc. (MORN) | 17-May-22 | Grant | 510 | -- | -- | 2% 22.78K to 23.29K | |
| 17-May-22 6:10 PM View: | Morningstar Inc. (MORN) | 17-May-22 | Option Exercise | 784 | -- | -- | 3% 23.29K to 24.07K | |
| 17-May-22 6:10 PM View: | Morningstar Inc. (MORN) | 15-May-22 | Grant | 1,201 | -- | -- | 5% 22.87K to 24.07K | |
| 17-May-22 6:10 PM View: | Morningstar Inc. (MORN) | 15-May-22 | Payment of Exercise | 870 | $242.95 | $211,366.00 | (4%) 24.07K to 23.2K | |
| 18-Nov-21 3:50 PM View: | Morningstar Inc. (MORN) | 16-Nov-21 | Grant | 343 | -- | -- | 4% 9.61K to 9.95K | |
| 18-Nov-21 3:50 PM View: | Morningstar Inc. (MORN) | 16-Nov-21 | Payment of Exercise | 452 | $316.52 | $143,067.00 | (4%) 10.64K to 10.19K | |
| 18-Nov-21 3:50 PM View: | Morningstar Inc. (MORN) | 16-Nov-21 | Option Exercise | 686 | -- | -- | 7% 9.95K to 10.64K | |
| 04-Aug-21 4:24 PM View: | Morningstar Inc. (MORN) | 02-Aug-21 | Market Sale (Planned) | 600 | $253.23 | $151,938.00 | (6%) 10.11K to 9.51K | (4%) |
| 18-May-21 8:45 PM View: | Morningstar Inc. (MORN) | 18-May-21 | Grant | 338 | -- | -- | 2% 19.79K to 20.13K | |
| 18-May-21 8:45 PM View: | Morningstar Inc. (MORN) | 18-May-21 | Option Exercise | 676 | -- | -- | 3% 20.13K to 20.81K | |
| 18-May-21 8:45 PM View: | Morningstar Inc. (MORN) | 15-May-21 | Grant | 1,067 | -- | -- | 5% 19.74K to 20.81K | |
| 18-May-21 8:45 PM View: | Morningstar Inc. (MORN) | 15-May-21 | Payment of Exercise | 802 | $245.02 | $196,506.00 | (4%) 20.81K to 20.0K | |
| 18-Nov-20 8:06 PM View: | Morningstar Inc. (MORN) | 16-Nov-20 | Grant | 353 | -- | -- | 4% 7.85K to 8.2K | |
| 18-Nov-20 8:06 PM View: | Morningstar Inc. (MORN) | 16-Nov-20 | Payment of Exercise | 596 | $206.21 | $122,901.00 | (6%) 9.31K to 8.72K | |
| 18-Nov-20 8:06 PM View: | Morningstar Inc. (MORN) | 16-Nov-20 | Option Exercise | 1,109 | -- | -- | 14% 8.2K to 9.31K | |
| 20-May-20 5:27 PM View: | Morningstar Inc. (MORN) | 18-May-20 | Grant | 692 | -- | -- | 11% 6.38K to 7.08K | |
| 20-May-20 5:27 PM View: | Morningstar Inc. (MORN) | 18-May-20 | Payment of Exercise | 609 | $145.34 | $88,512.10 | (7%) 8.46K to 7.85K | |
| 20-May-20 5:27 PM View: | Morningstar Inc. (MORN) | 18-May-20 | Option Exercise | 1,384 | -- | -- | 20% 7.08K to 8.46K | |
| 19-May-20 6:04 PM View: | Morningstar Inc. (MORN) | 15-May-20 | Grant | 1,548 | -- | -- | 13% 12.34K to 13.88K | |
| 19-May-20 6:04 PM View: | Morningstar Inc. (MORN) | 15-May-20 | Payment of Exercise | 558 | $145.34 | $81,099.70 | (4%) 13.88K to 13.33K | |
| 17-May-19 9:47 AM View: | Morningstar Inc. (MORN) | 15-May-19 | Grant | 1,888 | -- | -- | 20% 9.49K to 11.37K | |
| 17-May-19 9:47 AM View: | Morningstar Inc. (MORN) | 15-May-19 | Payment of Exercise | 293 | $133.03 | $38,977.80 | (3%) 11.37K to 11.08K | |
| 17-May-18 3:20 PM View: | Morningstar Inc. (MORN) | 15-May-18 | Grant | 1,336 | -- | -- | 20% 6.65K to 7.99K | |
| 17-May-18 3:20 PM View: | Morningstar Inc. (MORN) | 15-May-18 | Payment of Exercise | 195 | $112.22 | $21,882.90 | (2%) 7.99K to 7.79K | (12%) |
| 17-May-17 3:39 PM View: | Morningstar Inc. (MORN) | 15-May-17 | Grant | 2,658 | -- | -- | 100% 0 to 2.66K |