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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 25-Jun-24 4:40 PM View:  | Morningstar Inc. (MORN) | 24-Jun-24 | Market Sale | 290 | $296.98 | $86,124.20 | (7%) 4.21K to 3.92K | (2%) |
| 17-May-24 5:36 PM View: | Morningstar Inc. (MORN) | 15-May-24 | Grant | 639 | -- | -- | 18% 3.58K to 4.21K | |
| 17-May-23 8:09 PM View: | Morningstar Inc. (MORN) | 15-May-23 | Grant | 868 | -- | -- | 11% 7.83K to 8.7K | |
| 17-May-23 8:09 PM View: | Morningstar Inc. (MORN) | 15-May-23 | Disposition (other) | 124 | -- | -- | (1%) 8.7K to 8.58K | |
| 17-May-23 8:09 PM View: | Morningstar Inc. (MORN) | 15-May-23 | Sale | 651 | $191.32 | $124,549.00 | (8%) 8.58K to 7.93K | |
| 21-Nov-22 5:01 PM View: | Morningstar Inc. (MORN) | 17-Nov-22 | Disposition (other) | 2,049 | -- | -- | (37%) 5.53K to 3.48K | |
| 09-Aug-22 4:56 PM View: | Morningstar Inc. (MORN) | 05-Aug-22 | Sale | 225 | $249.80 | $56,205.30 | (4%) 5.75K to 5.53K | |
| 20-May-22 2:40 PM View: | Morningstar Inc. (MORN) | 20-May-22 | Sale | 594 | $240.66 | $142,954.00 | (9%) 6.34K to 5.75K | |
| 20-May-22 2:40 PM View: | Morningstar Inc. (MORN) | 19-May-22 | Sale (Planned) | 369 | $227.53 | $83,958.60 | (5%) 6.71K to 6.34K | |
| 17-May-22 2:53 PM View: | Morningstar Inc. (MORN) | 15-May-22 | Grant | 679 | -- | -- | 11% 6.03K to 6.71K | |
| 04-Aug-21 1:16 PM View: | Morningstar Inc. (MORN) | 02-Aug-21 | Market Sale (Planned) | 466 | $253.23 | $118,005.00 | (7%) 6.5K to 6.03K | (4%) |
| 18-May-21 8:01 PM View: | Morningstar Inc. (MORN) | 15-May-21 | Grant | 612 | -- | -- | 10% 5.89K to 6.5K | |
| 09-Feb-21 10:00 PM View: | Morningstar Inc. (MORN) | 02-Nov-20 | Acquisition | 6 | $194.02 | $1,095.75 | < 1% 5.88K to 5.89K | 23% |
| 09-Feb-21 10:00 PM View: | Morningstar Inc. (MORN) | 03-Aug-20 | Acquisition | 6 | $168.58 | $1,093.80 | < 1% 5.88K to 5.88K | 42% |
| 19-May-20 5:19 PM View: | Morningstar Inc. (MORN) | 18-May-20 | Market Sale (Planned) | 964 | $144.51 | $139,308.00 | (7%) 13.64K to 12.67K | |
| 19-May-20 5:19 PM View: | Morningstar Inc. (MORN) | 15-May-20 | Grant | 1,032 | -- | -- | 8% 12.6K to 13.64K | |
| 09-Feb-21 10:00 PM View: | Morningstar Inc. (MORN) | 01-May-20 | Market Purchase | 5 | $151.39 | $803.00 | < 1% 5.87K to 5.88K | 57% |
| 09-Feb-21 10:00 PM View: | Morningstar Inc. (MORN) | 03-Feb-20 | Market Purchase | 5 | $159.56 | $801.04 | < 1% 5.87K to 5.87K | 49% |
| 09-Feb-21 10:00 PM View: | Morningstar Inc. (MORN) | 01-Nov-19 | Market Purchase | 5 | $162.15 | $746.77 | < 1% 5.86K to 5.87K | 46% |
| 09-Feb-21 10:00 PM View: | Morningstar Inc. (MORN) | 01-Aug-19 | Market Purchase | 5 | $152.69 | $745.41 | < 1% 5.86K to 5.86K | 55% |
| 17-May-19 10:20 AM View: | Morningstar Inc. (MORN) | 15-May-19 | Grant | 1,127 | -- | -- | 24% 4.66K to 5.79K | |
| 09-Feb-21 10:00 PM View: | Morningstar Inc. (MORN) | 01-May-19 | Market Purchase | 2 | $143.13 | $309.96 | < 1% 5.85K to 5.86K | 65% |
| 17-May-18 11:47 AM View: | Morningstar Inc. (MORN) | 15-May-18 | Grant | 1,336 | -- | -- | 40% 3.32K to 4.66K | |
| 16-May-17 3:35 PM View: | Morningstar Inc. (MORN) | 15-May-17 | Grant | 3,323 | -- | -- | 100% 0 to 3.32K |