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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 30-Sep-24 5:10 PM View:  | Morningstar Inc. (MORN) | 30-Sep-24 | Market Sale (Planned) | 750 | $316.48 | $237,360.00 | (5%) 14.34K to 13.59K | 4% |
| 03-Sep-24 5:24 PM View: | Morningstar Inc. (MORN) | 30-Aug-24 | Market Sale (Planned) | 750 | $311.60 | $233,700.00 | (5%) 15.09K to 14.34K | 3% |
| 31-Jul-24 5:20 PM View: | Morningstar Inc. (MORN) | 30-Jul-24 | Private Sale (Planned) | 750 | $324.83 | $243,622.00 | (5%) 15.84K to 15.09K | |
| 06-Jun-24 6:03 PM View: | Morningstar Inc. (MORN) | 04-Jun-24 | Sale (Planned) | 750 | $289.07 | $216,802.00 | (2%) 34.68K to 33.93K | |
| 06-Jun-24 6:03 PM View: | Morningstar Inc. (MORN) | 15-May-24 | Grant | 639 | -- | -- | 2% 34.04K to 34.68K | |
| 17-May-23 8:09 PM View: | Morningstar Inc. (MORN) | 15-May-23 | Grant | 868 | -- | -- | 5% 15.83K to 16.7K | |
| 10-Aug-22 3:07 PM View: | Morningstar Inc. (MORN) | 08-Aug-22 | Sale | 2,500 | $249.93 | $624,812.00 | (14%) 18.33K to 15.83K | |
| 17-May-22 3:03 PM View: | Morningstar Inc. (MORN) | 15-May-22 | Grant | 679 | -- | -- | 4% 17.65K to 18.33K | |
| 18-May-21 7:57 PM View: | Morningstar Inc. (MORN) | 15-May-21 | Grant | 612 | -- | -- | 4% 17.04K to 17.65K | |
| 22-Apr-21 4:41 PM View: | NIC Inc. (EGOV) | 21-Apr-21 | Disposition | 65,968 | $34.00 | $2,242,910.00 | (100%) 65.97K to 0 | 0% |
| 04-Dec-20 11:55 AM View: | Morningstar Inc. (MORN) | 02-Dec-20 | Option Exercise | 1,158 | $57.28 | $66,330.20 | 7% 17.04K to 18.19K | |
| 04-Dec-20 11:55 AM View: | Morningstar Inc. (MORN) | 02-Dec-20 | Market Option Sale (Planned) | 1,158 | $202.33 | $234,298.00 | (6%) 18.19K to 17.04K | |
| 04-Nov-20 6:01 PM View: | Morningstar Inc. (MORN) | 02-Nov-20 | Option Exercise | 1,158 | $57.28 | $66,330.20 | 7% 17.04K to 18.19K | |
| 04-Nov-20 6:01 PM View: | Morningstar Inc. (MORN) | 02-Nov-20 | Market Option Sale (Planned) | 1,158 | $189.72 | $219,696.00 | (6%) 18.19K to 17.04K | |
| 19-May-20 5:14 PM View: | Morningstar Inc. (MORN) | 15-May-20 | Grant | 1,032 | -- | -- | 6% 16.0K to 17.04K | |
| 28-Apr-20 4:12 PM View: | NIC Inc. (EGOV) | 27-Apr-20 | Grant | 4,182 | -- | -- | 7% 61.79K to 65.97K | |
| 30-Aug-19 10:34 AM View: | NIC Inc. (EGOV) | 29-Aug-19 | Market Sale | 10,000 | $20.96 | $209,585.00 | (14%) 71.79K to 61.79K | (58%) |
| 17-May-19 10:14 AM View: | Morningstar Inc. (MORN) | 15-May-19 | Grant | 1,127 | -- | -- | 8% 14.88K to 16.0K | |
| 08-May-19 5:20 PM View: | NIC Inc. (EGOV) | 07-May-19 | Grant | 5,945 | -- | -- | 9% 65.84K to 71.79K | |
| 19-Nov-18 11:21 AM View: | Morningstar Inc. (MORN) | 15-Nov-18 | Market Purchase (Planned) | 625 | $119.13 | $74,456.20 | (4%) 15.5K to 14.88K | (6%) |
| 16-Oct-18 12:22 PM View: | Morningstar Inc. (MORN) | 15-Oct-18 | Market Sale (Planned) | 625 | $111.38 | $69,612.50 | (4%) 16.13K to 15.5K | (14%) |
| 19-Sep-18 10:48 AM View: | Morningstar Inc. (MORN) | 17-Sep-18 | Market Sale (Planned) | 625 | $137.84 | $86,150.00 | (4%) 16.75K to 16.13K | 8% |
| 16-Aug-18 1:07 PM View: | Morningstar Inc. (MORN) | 15-Aug-18 | Market Sale (Planned) | 625 | $133.54 | $83,462.50 | (4%) 17.38K to 16.75K | 5% |
| 16-Aug-18 1:08 PM View: | Morningstar Inc. (MORN) | 15-Aug-18 | Market Sale (Planned) Duplicate | 625 | $133.54 | $83,462.50 | (4%) 17.38K to 16.75K | 5% |
| 17-May-18 11:48 AM View: | Morningstar Inc. (MORN) | 15-May-18 | Grant | 1,336 | -- | -- | 8% 16.04K to 17.38K | |
| 03-May-18 12:00 PM View: | NIC Inc. (EGOV) | 01-May-18 | Grant | 6,430 | -- | -- | 11% 59.41K to 65.84K | |
| 16-May-17 3:01 PM View: | Morningstar Inc. (MORN) | 15-May-17 | Grant | 1,728 | -- | -- | 12% 14.31K to 16.04K | |
| 03-May-17 6:26 PM View: | NIC Inc. (EGOV) | 02-May-17 | Grant | 4,683 | -- | -- | 9% 54.73K to 59.41K | |
| 16-May-16 5:33 PM View: | Morningstar Inc. (MORN) | 15-May-16 | Grant | 1,588 | -- | -- | 12% 12.72K to 14.31K | |
| 05-May-16 5:11 PM View: | NIC Inc. (EGOV) | 03-May-16 | Grant | 4,675 | -- | -- | 9% 50.05K to 54.73K | |
| 09-Feb-16 5:34 PM View: | NIC Inc. (EGOV) | 09-Feb-16 | Market Purchase | 2,000 | $16.65 | $33,300.00 | 4% 48.05K to 50.05K | 89% |
| 18-May-15 12:40 PM View: | Morningstar Inc. (MORN) | 15-May-15 | Grant | 1,688 | -- | -- | 15% 11.04K to 12.72K | |
| 07-May-15 11:31 AM View: | NIC Inc. (EGOV) | 05-May-15 | Grant | 5,511 | -- | -- | 13% 42.54K to 48.05K | |
| 04-May-15 12:31 PM View: | Morningstar Inc. (MORN) | 30-Apr-15 | Grant | 1 | -- | -- | < 1% 11.04K to 11.04K | |
| 30-Jan-15 11:44 AM View: | Morningstar Inc. (MORN) | 30-Jan-15 | Grant | 1 | -- | -- | < 1% 11.04K to 11.04K | |
| 03-Nov-14 3:49 PM View: | Morningstar Inc. (MORN) | 31-Oct-14 | Grant | 1 | -- | -- | < 1% 11.03K to 11.04K | |
| 01-Aug-14 10:57 AM View: | Morningstar Inc. (MORN) | 31-Jul-14 | Grant | 1 | -- | -- | < 1% 11.03K to 11.03K | |
| 19-May-14 9:50 AM View: | Morningstar Inc. (MORN) | 15-May-14 | Grant | 1,778 | -- | -- | 19% 9.26K to 11.03K | |
| 07-May-14 6:34 PM View: | NIC Inc. (EGOV) | 06-May-14 | Grant | 4,945 | -- | -- | 13% 37.6K to 42.54K | |
| 01-May-14 9:44 AM View: | Morningstar Inc. (MORN) | 30-Apr-14 | Grant | 3 | -- | -- | < 1% 9.25K to 9.26K | |
| 03-Feb-14 3:22 PM View: | Morningstar Inc. (MORN) | 31-Jan-14 | Grant | 3 | -- | -- | < 1% 9.25K to 9.25K | |
| 01-Nov-13 3:33 PM View: | Morningstar Inc. (MORN) | 31-Oct-13 | Grant | 2 | -- | -- | < 1% 9.25K to 9.25K | |
| 01-Aug-13 11:45 AM View: | Morningstar Inc. (MORN) | 31-Jul-13 | Grant | 2 | -- | -- | < 1% 9.24K to 9.25K | |
| 15-May-13 5:53 PM View: | Morningstar Inc. (MORN) | 15-May-13 | Grant | 1,571 | -- | -- | 20% 7.67K to 9.24K | |
| 09-May-13 9:54 PM View: | NIC Inc. (EGOV) | 07-May-13 | Grant | 3,554 | -- | -- | 10% 34.04K to 37.6K | |
| 07-May-13 5:37 PM View: | Morningstar Inc. (MORN) | 06-May-13 | Gift | 4,255 | -- | -- | 55% 7.67K to 11.93K | |
| 07-May-13 5:37 PM View: | Morningstar Inc. (MORN) | 06-May-13 | Gift | 4,255 | -- | -- | (36%) 11.93K to 7.67K | |
| 02-May-13 12:13 PM View: | Morningstar Inc. (MORN) | 30-Apr-13 | Grant | 6 | -- | -- | < 1% 7.67K to 7.67K | |
| 02-Jan-13 12:16 PM View: | Morningstar Inc. (MORN) | 28-Dec-12 | Grant | 6 | -- | -- | < 1% 7.66K to 7.67K | |
| 27-Dec-12 5:18 PM View: | Morningstar Inc. (MORN) | 26-Dec-12 | Gift | 7,500 | -- | -- | (49%) 15.16K to 7.66K |