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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 17-May-24 5:48 PM View:  | Morningstar Inc. (MORN) | 15-May-24 | Grant | 639 | -- | -- | 16% 3.88K to 4.52K | |
| 17-May-23 8:12 PM View: | Morningstar Inc. (MORN) | 15-May-23 | Grant | 868 | -- | -- | 29% 3.01K to 3.88K | |
| 17-May-22 2:51 PM View: | Morningstar Inc. (MORN) | 15-May-22 | Grant | 679 | -- | -- | 29% 2.33K to 3.01K | |
| 18-May-21 8:15 PM View: | Morningstar Inc. (MORN) | 15-May-21 | Grant | 612 | -- | -- | 36% 1.72K to 2.33K | |
| 19-May-20 5:50 PM View: | Morningstar Inc. (MORN) | 15-May-20 | Grant | 1,720 | -- | -- | 100% 0 to 1.72K |