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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 18-Nov-19 1:17 PM View:  | Morningstar Inc. (MORN) | 15-Nov-19 | Payment of Exercise | 124 | $155.98 | $19,341.50 | (1%) 9.79K to 9.67K | 6% |
| 17-May-19 9:50 AM View: | Morningstar Inc. (MORN) | 15-May-19 | Grant | 1,503 | -- | -- | 8% 18.79K to 20.29K | |
| 17-May-19 9:50 AM View: | Morningstar Inc. (MORN) | 15-May-19 | Payment of Exercise | 354 | $133.03 | $47,092.60 | (2%) 20.29K to 19.93K | |
| 19-Nov-18 11:02 AM View: | Morningstar Inc. (MORN) | 15-Nov-18 | Payment of Exercise | 124 | $120.58 | $14,951.90 | (1%) 8.77K to 8.64K | (5%) |
| 01-Aug-18 12:15 PM View: | Morningstar Inc. (MORN) | 31-Jul-18 | Gift | 630 | -- | -- | (6%) 10.82K to 10.19K | |
| 17-May-18 3:24 PM View: | Morningstar Inc. (MORN) | 15-May-18 | Grant | 1,782 | -- | -- | 9% 20.46K to 22.24K | |
| 17-May-18 3:24 PM View: | Morningstar Inc. (MORN) | 15-May-18 | Payment of Exercise | 299 | $112.22 | $33,553.80 | (1%) 22.24K to 21.95K | (12%) |
| 17-Nov-17 3:01 PM View: | Morningstar Inc. (MORN) | 15-Nov-17 | Grant | 1,688 | -- | -- | 22% 7.65K to 9.34K | |
| 31-Jul-17 2:36 PM View: | Morningstar Inc. (MORN) | 28-Jul-17 | Market Sale (Planned) | 500 | $82.21 | $41,105.10 | (6%) 8.15K to 7.65K | (52%) |
| 17-May-17 3:43 PM View: | Morningstar Inc. (MORN) | 15-May-17 | Grant | 1,772 | -- | -- | 12% 15.05K to 16.82K | |
| 17-May-17 3:43 PM View: | Morningstar Inc. (MORN) | 15-May-17 | Payment of Exercise | 259 | $75.22 | $19,482.00 | (2%) 16.82K to 16.56K | (66%) |