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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 13-Aug-24 4:54 PM View:  | Morningstar Inc. (MORN) | 12-Aug-24 | Disposition | 1,250 | $305.47 | $381,838.00 | (3%) 43.82K to 42.57K | < 1% |
| 17-May-24 5:58 PM View: | Morningstar Inc. (MORN) | 15-May-24 | Grant | 639 | -- | -- | 1% 43.18K to 43.82K | |
| 13-May-24 5:12 PM View: | Morningstar Inc. (MORN) | 10-May-24 | Market Sale (Planned) | 1,250 | $298.13 | $372,662.00 | (3%) 44.43K to 43.18K | (2%) |
| 12-Mar-24 5:16 PM View: | Morningstar Inc. (MORN) | 11-Mar-24 | Market Sale (Planned) | 1,250 | $306.81 | $383,516.00 | (3%) 45.68K to 44.43K | 1% |
| 17-May-23 8:12 PM View: | Morningstar Inc. (MORN) | 15-May-23 | Grant | 868 | -- | -- | 2% 44.81K to 45.68K | |
| 17-May-22 2:55 PM View: | Morningstar Inc. (MORN) | 15-May-22 | Grant | 679 | -- | -- | 2% 44.13K to 44.81K | |
| 12-Nov-21 12:05 PM View: | Morningstar Inc. (MORN) | 11-Nov-21 | Market Sale (Planned) | 1,000 | $312.87 | $312,870.00 | (2%) 45.13K to 44.13K | (< 1%) |
| 12-Aug-21 4:42 PM View: | Morningstar Inc. (MORN) | 11-Aug-21 | Market Sale (Planned) | 1,000 | $261.94 | $261,940.00 | (2%) 46.13K to 45.13K | < 1% |
| 18-May-21 7:16 PM View: | Morningstar Inc. (MORN) | 15-May-21 | Grant | 612 | -- | -- | 1% 43.2K to 43.81K | |
| 19-May-20 5:53 PM View: | Morningstar Inc. (MORN) | 15-May-20 | Grant | 1,032 | -- | -- | 2% 42.17K to 43.2K | |
| 09-Mar-20 11:43 AM View: | Zayo Group Holdings, Inc. (ZAYO) | 09-Mar-20 | Disposition | 43,718 | -- | -- | (100%) 43.72K to 0 | |
| 28-Feb-20 12:00 PM View: | Morningstar Inc. (MORN) | 27-Feb-20 | Market Sale (Planned) | 2,316 | $150.69 | $348,998.00 | (5%) 44.48K to 42.17K | 3% |
| 06-Jan-20 4:41 PM View: | Zayo Group Holdings, Inc. (ZAYO) | 31-Dec-19 | Option Exercise | 1,643 | -- | -- | 4% 42.08K to 43.72K | |
| 02-Oct-19 6:06 PM View: | Zayo Group Holdings, Inc. (ZAYO) | 30-Sep-19 | Option Exercise | 1,691 | -- | -- | 4% 40.38K to 42.08K | |
| 01-Jul-19 6:44 PM View: | Zayo Group Holdings, Inc. (ZAYO) | 28-Jun-19 | Option Exercise | 1,970 | -- | -- | 5% 38.41K to 40.38K | |
| 17-May-19 10:45 AM View: | Morningstar Inc. (MORN) | 15-May-19 | Grant | 1,127 | -- | -- | 3% 43.36K to 44.48K | |
| 03-Jan-19 7:27 PM View: | Zayo Group Holdings, Inc. (ZAYO) | 31-Dec-18 | Option Exercise | 1,600 | -- | -- | 5% 34.29K to 35.89K | |
| 02-Oct-18 5:41 PM View: | Zayo Group Holdings, Inc. (ZAYO) | 28-Sep-18 | Option Exercise | 1,529 | -- | -- | 5% 32.76K to 34.29K | |
| 05-Jul-18 3:31 PM View: | Zayo Group Holdings, Inc. (ZAYO) | 29-Jun-18 | Option Exercise | 1,614 | -- | -- | 5% 31.15K to 32.76K | |
| 17-May-18 11:50 AM View: | Morningstar Inc. (MORN) | 15-May-18 | Grant | 1,336 | -- | -- | 3% 42.02K to 43.36K | |
| 03-Apr-18 8:22 PM View: | Zayo Group Holdings, Inc. (ZAYO) | 31-Mar-18 | Option Exercise | 1,528 | -- | -- | 5% 29.62K to 31.15K | |
| 02-Apr-19 4:16 PM View: | Zayo Group Holdings, Inc. (ZAYO) | 29-Mar-18 | Option Exercise | 2,523 | -- | -- | 7% 35.89K to 38.41K | |
| 03-Jan-18 7:12 PM View: | Zayo Group Holdings, Inc. (ZAYO) | 29-Dec-17 | Option Exercise | 1,607 | -- | -- | 6% 28.01K to 29.62K | |
| 22-Dec-17 10:40 AM View: | Morningstar Inc. (MORN) | 21-Dec-17 | Market Sale (Planned) | 2,500 | $96.91 | $242,275.00 | (6%) 44.52K to 42.02K | (30%) |
| 22-Nov-17 11:21 AM View: | Morningstar Inc. (MORN) | 21-Nov-17 | Market Sale (Planned) | 2,500 | $91.85 | $229,625.00 | (5%) 47.02K to 44.52K | (37%) |
| 26-Oct-17 3:57 PM View: | Morningstar Inc. (MORN) | 25-Oct-17 | Market Sale (Planned) | 2,500 | $83.87 | $209,666.00 | (5%) 49.52K to 47.02K | (50%) |
| 03-Oct-17 8:35 PM View: | Zayo Group Holdings, Inc. (ZAYO) | 30-Sep-17 | Option Exercise | 1,768 | -- | -- | 7% 26.25K to 28.01K | |
| 05-Jul-17 9:34 PM View: | Zayo Group Holdings, Inc. (ZAYO) | 30-Jun-17 | Option Exercise | 1,245 | -- | -- | 5% 25.0K to 26.25K | |
| 16-May-17 3:02 PM View: | Morningstar Inc. (MORN) | 15-May-17 | Grant | 1,728 | -- | -- | 4% 47.79K to 49.52K | |
| 29-Dec-16 11:06 AM View: | Morningstar Inc. (MORN) | 27-Dec-16 | Market Sale (Planned) | 2,000 | $74.09 | $148,172.00 | (4%) 49.79K to 47.79K | (67%) |
| 29-Nov-16 10:21 AM View: | Morningstar Inc. (MORN) | 28-Nov-16 | Market Sale (Planned) | 2,000 | $73.34 | $146,672.00 | (4%) 51.79K to 49.79K | (69%) |
| 28-Oct-16 11:19 AM View: | Morningstar Inc. (MORN) | 27-Oct-16 | Market Sale (Planned) | 2,000 | $70.64 | $141,277.00 | (4%) 53.79K to 51.79K | (76%) |
| 16-May-16 5:21 PM View: | Morningstar Inc. (MORN) | 15-May-16 | Grant | 1,588 | -- | -- | 3% 52.2K to 53.79K | |
| 18-May-15 12:42 PM View: | Morningstar Inc. (MORN) | 15-May-15 | Grant | 1,688 | -- | -- | 3% 50.52K to 52.2K | |
| 04-May-15 12:19 PM View: | Morningstar Inc. (MORN) | 30-Apr-15 | Grant | 1 | -- | -- | < 1% 50.52K to 50.52K | |
| 30-Jan-15 11:39 AM View: | Morningstar Inc. (MORN) | 30-Jan-15 | Grant | 1 | -- | -- | (< 1%) 50.52K to 50.52K | |
| 10-Dec-14 4:35 PM View: | Morningstar Inc. (MORN) | 10-Dec-14 | Market Sale (Planned) | 1,500 | $64.52 | $96,781.20 | (3%) 52.02K to 50.52K | (88%) |
| 20-Nov-14 10:29 AM View: | Morningstar Inc. (MORN) | 19-Nov-14 | Market Sale (Planned) | 1,500 | $67.32 | $100,975.00 | (3%) 53.52K to 52.02K | (80%) |
| 03-Nov-14 3:56 PM View: | Morningstar Inc. (MORN) | 31-Oct-14 | Grant | 1 | -- | -- | (< 1%) 53.52K to 53.52K | |
| 25-Sep-14 10:29 AM View: | Morningstar Inc. (MORN) | 24-Sep-14 | Market Sale (Planned) | 1,000 | $68.04 | $68,042.60 | (2%) 54.51K to 53.51K | (78%) |
| 01-Aug-14 10:16 AM View: | Morningstar Inc. (MORN) | 31-Jul-14 | Grant | 1 | -- | -- | < 1% 54.51K to 54.51K | |
| 19-May-14 9:37 AM View: | Morningstar Inc. (MORN) | 15-May-14 | Grant | 1,778 | -- | -- | 3% 52.73K to 54.51K | |
| 30-Apr-14 5:24 PM View: | Morningstar Inc. (MORN) | 30-Apr-14 | Grant | 3 | -- | -- | < 1% 52.73K to 52.73K | |
| 03-Feb-14 2:57 PM View: | Morningstar Inc. (MORN) | 31-Jan-14 | Grant | 3 | -- | -- | < 1% 52.73K to 52.73K | |
| 11-Dec-13 11:54 AM View: | Morningstar Inc. (MORN) | 10-Dec-13 | Market Sale (Planned) | 2,000 | $80.31 | $160,626.00 | (4%) 54.73K to 52.73K | (50%) |
| 20-Nov-13 11:26 AM View: | Morningstar Inc. (MORN) | 19-Nov-13 | Market Sale (Planned) | 2,000 | $84.71 | $169,420.00 | (4%) 56.73K to 54.73K | (42%) |
| 01-Nov-13 3:31 PM View: | Morningstar Inc. (MORN) | 31-Oct-13 | Grant | 2 | -- | -- | < 1% 56.73K to 56.73K | |
| 25-Sep-13 10:55 AM View: | Morningstar Inc. (MORN) | 24-Sep-13 | Market Sale (Planned) | 2,000 | $78.24 | $156,489.00 | (3%) 58.73K to 56.73K | (54%) |
| 01-Aug-13 11:37 AM View: | Morningstar Inc. (MORN) | 31-Jul-13 | Grant | 2 | -- | -- | < 1% 58.73K to 58.73K | |
| 15-May-13 5:36 PM View: | Morningstar Inc. (MORN) | 15-May-13 | Grant | 1,571 | -- | -- | 3% 57.15K to 58.73K |