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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 22-Nov-24 4:45 PM View:  | Morningstar Inc. (MORN) | 21-Nov-24 | Sale (Planned) | 7,837 | $339.60 | $2,661,470.00 | (< 1%) 15.34M to 15.33M | |
| 22-Nov-24 4:45 PM View: | Morningstar Inc. (MORN) | 20-Nov-24 | Private Sale (Planned) | 5,794 | $334.92 | $1,940,550.00 | (< 1%) 15.34M to 15.34M | |
| 20-Nov-24 5:50 PM View: | Morningstar Inc. (MORN) | 19-Nov-24 | Sale (Planned) | 9,062 | $334.92 | $3,035,050.00 | (< 1%) 15.35M to 15.34M | |
| 20-Nov-24 5:50 PM View: | Morningstar Inc. (MORN) | 18-Nov-24 | Private Sale (Planned) | 275 | $336.67 | $92,582.90 | (< 1%) 15.35M to 15.35M | |
| 18-Nov-24 5:35 PM View: | Morningstar Inc. (MORN) | 15-Nov-24 | Sale (Planned) | 118 | $342.13 | $40,371.30 | (< 1%) 15.35M to 15.35M | |
| 18-Nov-24 5:35 PM View: | Morningstar Inc. (MORN) | 14-Nov-24 | Private Sale (Planned) | 2,884 | $346.22 | $998,504.00 | (< 1%) 15.36M to 15.35M | |
| 14-Nov-24 4:57 PM View: | Morningstar Inc. (MORN) | 13-Nov-24 | Sale (Planned) | 3,825 | $351.05 | $1,342,750.00 | (< 1%) 15.36M to 15.36M | |
| 14-Nov-24 4:57 PM View: | Morningstar Inc. (MORN) | 12-Nov-24 | Private Sale (Planned) | 6,156 | $350.46 | $2,157,440.00 | (< 1%) 15.37M to 15.36M | |
| 12-Sep-24 4:48 PM View: | Morningstar Inc. (MORN) | 10-Sep-24 | Market Sale (Planned) | 345 | $305.98 | $105,561.00 | (< 1%) 15.42M to 15.42M | < 1% |
| 06-Sep-24 4:33 PM View: | Morningstar Inc. (MORN) | 05-Sep-24 | Market Sale (Planned) | 54 | $312.55 | $16,877.50 | (< 1%) 15.43M to 15.43M | 3% |
| 06-Sep-24 4:33 PM View: | Morningstar Inc. (MORN) | 04-Sep-24 | Market Sale (Planned) | 6,461 | $312.85 | $2,021,320.00 | (< 1%) 15.43M to 15.43M | 3% |
| 06-Sep-24 4:33 PM View: | Morningstar Inc. (MORN) | 03-Sep-24 | Market Sale (Planned) | 721 | $312.94 | $225,633.00 | (< 1%) 15.44M to 15.43M | 3% |
| 03-Sep-24 5:21 PM View: | Morningstar Inc. (MORN) | 30-Aug-24 | Market Sale (Planned) | 6,744 | $312.23 | $2,105,670.00 | (< 1%) 15.44M to 15.44M | 3% |
| 03-Sep-24 5:21 PM View: | Morningstar Inc. (MORN) | 29-Aug-24 | Market Sale (Planned) | 6,110 | $312.18 | $1,907,440.00 | (< 1%) 15.45M to 15.44M | 3% |
| 29-Aug-24 4:40 PM View: | Morningstar Inc. (MORN) | 28-Aug-24 | Market Sale (Planned) | 5,670 | $311.33 | $1,765,230.00 | (< 1%) 15.45M to 15.45M | 3% |
| 29-Aug-24 4:40 PM View: | Morningstar Inc. (MORN) | 27-Aug-24 | Market Sale (Planned) | 5,724 | $311.27 | $1,781,710.00 | (< 1%) 15.46M to 15.45M | 3% |
| 27-Aug-24 4:29 PM View: | Morningstar Inc. (MORN) | 26-Aug-24 | Market Sale (Planned) | 4,717 | $313.51 | $1,478,810.00 | (< 1%) 15.46M to 15.46M | 3% |
| 27-Aug-24 4:29 PM View: | Morningstar Inc. (MORN) | 23-Aug-24 | Market Sale (Planned) | 8,256 | $313.16 | $2,585,430.00 | (< 1%) 15.47M to 15.46M | 3% |
| 23-Aug-24 4:51 PM View: | Morningstar Inc. (MORN) | 22-Aug-24 | Market Sale (Planned) | 4,512 | $311.96 | $1,407,560.00 | (< 1%) 15.48M to 15.47M | 3% |
| 23-Aug-24 4:51 PM View: | Morningstar Inc. (MORN) | 21-Aug-24 | Market Sale (Planned) | 6,209 | $312.12 | $1,937,960.00 | (< 1%) 15.48M to 15.48M | 3% |
| 21-Aug-24 5:03 PM View: | Morningstar Inc. (MORN) | 20-Aug-24 | Market Sale (Planned) | 214 | $315.00 | $67,409.50 | (< 1%) 15.48M to 15.48M | 4% |
| 21-Aug-24 5:03 PM View: | Morningstar Inc. (MORN) | 19-Aug-24 | Market Sale (Planned) | 3,838 | $315.90 | $1,212,410.00 | (< 1%) 15.49M to 15.48M | 4% |
| 19-Aug-24 4:40 PM View: | Morningstar Inc. (MORN) | 16-Aug-24 | Market Sale (Planned) | 7,922 | $315.36 | $2,498,300.00 | (< 1%) 15.5M to 15.49M | 4% |
| 19-Aug-24 4:40 PM View: | Morningstar Inc. (MORN) | 15-Aug-24 | Market Sale (Planned) | 6,909 | $312.35 | $2,158,000.00 | (< 1%) 15.5M to 15.5M | 3% |
| 15-Aug-24 5:30 PM View: | Morningstar Inc. (MORN) | 14-Aug-24 | Market Sale (Planned) | 5,257 | $310.37 | $1,631,600.00 | (< 1%) 15.51M to 15.5M | 2% |
| 15-Aug-24 5:30 PM View: | Morningstar Inc. (MORN) | 13-Aug-24 | Market Sale (Planned) | 5,499 | $308.99 | $1,699,150.00 | (< 1%) 15.51M to 15.51M | 2% |
| 13-Aug-24 4:55 PM View: | Morningstar Inc. (MORN) | 12-Aug-24 | Market Sale (Planned) | 5,149 | $305.30 | $1,571,980.00 | (< 1%) 15.52M to 15.51M | < 1% |
| 13-Aug-24 4:55 PM View: | Morningstar Inc. (MORN) | 09-Aug-24 | Market Sale (Planned) | 4,975 | $305.61 | $1,520,380.00 | (< 1%) 15.52M to 15.52M | < 1% |
| 09-Aug-24 5:24 PM View: | Morningstar Inc. (MORN) | 08-Aug-24 | Market Sale (Planned) | 5,117 | $304.70 | $1,559,170.00 | (< 1%) 15.53M to 15.52M | < 1% |
| 09-Aug-24 5:24 PM View: | Morningstar Inc. (MORN) | 07-Aug-24 | Market Sale (Planned) | 5,910 | $304.19 | $1,797,770.00 | (< 1%) 15.53M to 15.53M | < 1% |
| 07-Aug-24 5:08 PM View: | Morningstar Inc. (MORN) | 06-Aug-24 | Market Sale (Planned) | 9,062 | $302.64 | $2,742,530.00 | (< 1%) 15.54M to 15.53M | (< 1%) |
| 06-Jun-24 6:04 PM View: | Morningstar Inc. (MORN) | 05-Jun-24 | Market Sale (Planned) | 397 | $294.77 | $117,022.00 | (< 1%) 15.54M to 15.54M | (3%) |
| 06-Jun-24 6:04 PM View: | Morningstar Inc. (MORN) | 04-Jun-24 | Market Sale (Planned) | 6,619 | $292.67 | $1,937,150.00 | (< 1%) 15.55M to 15.54M | (4%) |
| 04-Jun-24 6:06 PM View: | Morningstar Inc. (MORN) | 03-Jun-24 | Market Sale (Planned) | 9,062 | $289.22 | $2,620,890.00 | (< 1%) 15.56M to 15.55M | (5%) |
| 04-Jun-24 6:06 PM View: | Morningstar Inc. (MORN) | 31-May-24 | Market Sale (Planned) | 4,535 | $287.33 | $1,303,040.00 | (< 1%) 15.57M to 15.56M | (6%) |
| 31-May-24 4:38 PM View: | Morningstar Inc. (MORN) | 30-May-24 | Market Sale (Planned) | 5,869 | $287.16 | $1,685,350.00 | (< 1%) 15.57M to 15.57M | (6%) |
| 31-May-24 4:38 PM View: | Morningstar Inc. (MORN) | 29-May-24 | Market Sale (Planned) | 95 | $290.95 | $27,640.30 | (< 1%) 15.57M to 15.57M | (4%) |
| 29-May-24 5:07 PM View: | Morningstar Inc. (MORN) | 28-May-24 | Market Sale (Planned) | 236 | $296.65 | $70,010.40 | (< 1%) 15.57M to 15.57M | (2%) |
| 28-May-24 5:37 PM View: | Morningstar Inc. (MORN) | 24-May-24 | Market Sale (Planned) | 5,082 | $296.99 | $1,509,300.00 | (< 1%) 15.58M to 15.57M | (2%) |
| 28-May-24 5:37 PM View: | Morningstar Inc. (MORN) | 23-May-24 | Market Sale (Planned) | 1,115 | $298.62 | $332,960.00 | (< 1%) 15.58M to 15.58M | (2%) |
| 23-May-24 5:07 PM View: | Morningstar Inc. (MORN) | 22-May-24 | Market Sale (Planned) | 5,023 | $300.17 | $1,507,740.00 | (< 1%) 15.58M to 15.58M | (1%) |
| 23-May-24 5:07 PM View: | Morningstar Inc. (MORN) | 21-May-24 | Market Sale (Planned) | 7,986 | $298.32 | $2,382,400.00 | (< 1%) 15.59M to 15.58M | (2%) |
| 21-May-24 5:02 PM View: | Morningstar Inc. (MORN) | 20-May-24 | Market Sale (Planned) | 5,234 | $300.00 | $1,570,200.00 | (< 1%) 15.6M to 15.59M | (1%) |
| 21-May-24 5:02 PM View: | Morningstar Inc. (MORN) | 17-May-24 | Market Sale (Planned) | 4,285 | $299.50 | $1,283,360.00 | (< 1%) 15.6M to 15.6M | (1%) |
| 17-May-24 8:24 PM View: | Morningstar Inc. (MORN) | 16-May-24 | Market Sale (Planned) | 6,062 | $300.61 | $1,822,320.00 | (< 1%) 15.61M to 15.6M | (< 1%) |
| 17-May-24 8:24 PM View: | Morningstar Inc. (MORN) | 15-May-24 | Market Sale (Planned) | 4,804 | $301.10 | $1,446,500.00 | (< 1%) 15.61M to 15.61M | (< 1%) |
| 15-May-24 5:30 PM View: | Morningstar Inc. (MORN) | 14-May-24 | Market Sale (Planned) | 4,681 | $296.40 | $1,387,470.00 | (< 1%) 15.62M to 15.61M | (2%) |
| 15-May-24 5:30 PM View: | Morningstar Inc. (MORN) | 13-May-24 | Market Sale (Planned) | 1,558 | $298.17 | $464,548.00 | (< 1%) 15.62M to 15.62M | (2%) |
| 13-May-24 5:13 PM View: | Morningstar Inc. (MORN) | 10-May-24 | Market Sale (Planned) | 5,063 | $299.03 | $1,513,980.00 | (< 1%) 15.62M to 15.62M | (1%) |
| 13-May-24 5:13 PM View: | Morningstar Inc. (MORN) | 09-May-24 | Market Sale (Planned) | 6,450 | $297.47 | $1,918,700.00 | (< 1%) 15.63M to 15.62M | (2%) |