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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 19-Nov-24 7:11 PM View:  | Morningstar Inc. (MORN) | 15-Nov-24 | Grant | 22 | -- | -- | < 1% 20.18K to 20.2K | |
| 19-Nov-24 7:11 PM View: | Morningstar Inc. (MORN) | 15-Nov-24 | Payment of Exercise | 277 | $342.99 | $95,008.20 | (1%) 20.8K to 20.53K | |
| 19-Nov-24 7:11 PM View: | Morningstar Inc. (MORN) | 15-Nov-24 | Option Exercise | 601 | -- | -- | 3% 20.2K to 20.8K | |
| 02-Jul-24 8:32 PM View: | Morningstar Inc. (MORN) | 02-Jul-24 | Market Sale (Planned) | 3,400 | $300.11 | $1,020,380.00 | (14%) 23.58K to 20.18K | (1%) |
| 17-May-24 8:22 PM View: | Morningstar Inc. (MORN) | 17-May-24 | Grant | 91 | -- | -- | < 1% 75.77K to 75.86K | |
| 17-May-24 8:22 PM View: | Morningstar Inc. (MORN) | 17-May-24 | Payment of Exercise | 1,302 | $297.26 | $387,033.00 | (2%) 77.12K to 75.82K | |
| 17-May-24 8:22 PM View: | Morningstar Inc. (MORN) | 17-May-24 | Option Exercise | 1,254 | -- | -- | 2% 75.86K to 77.12K | |
| 17-May-24 8:22 PM View: | Morningstar Inc. (MORN) | 15-May-24 | Grant | 1,387 | -- | -- | 2% 71.78K to 73.17K | |
| 20-Nov-23 10:00 PM View: | Morningstar Inc. (MORN) | 17-Nov-23 | Grant | 214 | -- | -- | 1% 21.36K to 21.57K | |
| 20-Nov-23 10:00 PM View: | Morningstar Inc. (MORN) | 17-Nov-23 | Payment of Exercise | 629 | $269.66 | $169,616.00 | (3%) 22.78K to 22.15K | |
| 20-Nov-23 10:00 PM View: | Morningstar Inc. (MORN) | 17-Nov-23 | Option Exercise | 1,205 | -- | -- | 6% 21.57K to 22.78K | |
| 17-May-23 8:14 PM View: | Morningstar Inc. (MORN) | 17-May-23 | Grant | 674 | -- | -- | 1% 60.5K to 61.17K | |
| 17-May-23 8:14 PM View: | Morningstar Inc. (MORN) | 17-May-23 | Payment of Exercise | 1,735 | $189.94 | $329,546.00 | (3%) 63.02K to 61.28K | |
| 17-May-23 8:14 PM View: | Morningstar Inc. (MORN) | 17-May-23 | Option Exercise | 1,842 | -- | -- | 3% 61.17K to 63.02K | |
| 17-May-23 8:14 PM View: | Morningstar Inc. (MORN) | 15-May-23 | Grant | 2,105 | -- | -- | 4% 58.39K to 60.5K | |
| 21-Nov-22 6:18 PM View: | Morningstar Inc. (MORN) | 17-Nov-22 | Grant | 841 | -- | -- | 5% 17.29K to 18.13K | |
| 21-Nov-22 6:18 PM View: | Morningstar Inc. (MORN) | 17-Nov-22 | Payment of Exercise | 946 | $241.30 | $228,270.00 | (5%) 19.42K to 18.48K | |
| 21-Nov-22 6:18 PM View: | Morningstar Inc. (MORN) | 17-Nov-22 | Option Exercise | 1,293 | -- | -- | 7% 18.13K to 19.42K | |
| 17-May-22 6:21 PM View: | Morningstar Inc. (MORN) | 17-May-22 | Grant | 1,021 | -- | -- | 3% 33.97K to 34.99K | |
| 17-May-22 6:21 PM View: | Morningstar Inc. (MORN) | 17-May-22 | Option Exercise | 1,568 | -- | -- | 4% 34.99K to 36.56K | |
| 17-May-22 6:21 PM View: | Morningstar Inc. (MORN) | 15-May-22 | Grant | 1,234 | -- | -- | 3% 35.33K to 36.56K | |
| 17-May-22 6:21 PM View: | Morningstar Inc. (MORN) | 15-May-22 | Payment of Exercise | 2,287 | $242.95 | $555,627.00 | (6%) 36.56K to 34.27K | |
| 03-Mar-22 5:50 PM View: | Morningstar Inc. (MORN) | 01-Mar-22 | Market Sale (Planned) | 1,500 | $280.04 | $420,058.00 | (9%) 17.25K to 15.75K | (8%) |
| 23-Nov-21 1:45 PM View: | Morningstar Inc. (MORN) | 22-Nov-21 | Market Sale | 3,007 | $318.96 | $959,116.00 | (15%) 20.55K to 17.55K | < 1% |
| 18-Nov-21 3:51 PM View: | Morningstar Inc. (MORN) | 16-Nov-21 | Grant | 514 | -- | -- | 3% 19.7K to 20.21K | |
| 18-Nov-21 3:51 PM View: | Morningstar Inc. (MORN) | 16-Nov-21 | Payment of Exercise | 684 | $316.52 | $216,500.00 | (3%) 21.24K to 20.55K | |
| 18-Nov-21 3:51 PM View: | Morningstar Inc. (MORN) | 16-Nov-21 | Option Exercise | 1,029 | -- | -- | 5% 20.21K to 21.24K | |
| 18-May-21 9:05 PM View: | Morningstar Inc. (MORN) | 18-May-21 | Grant | 507 | -- | -- | 1% 38.85K to 39.36K | |
| 18-May-21 9:05 PM View: | Morningstar Inc. (MORN) | 18-May-21 | Option Exercise | 1,014 | -- | -- | 3% 39.36K to 40.38K | |
| 18-May-21 9:05 PM View: | Morningstar Inc. (MORN) | 15-May-21 | Grant | 1,881 | -- | -- | 5% 38.49K to 40.38K | |
| 18-May-21 9:05 PM View: | Morningstar Inc. (MORN) | 15-May-21 | Payment of Exercise | 1,457 | $245.02 | $356,994.00 | (4%) 40.38K to 38.92K | |
| 25-Feb-21 5:43 PM View: | Morningstar Inc. (MORN) | 23-Feb-21 | Market Sale (Planned) | 4,211 | $227.93 | $959,813.00 | (19%) 21.76K to 17.55K | 1% |
| 18-Nov-20 8:05 PM View: | Morningstar Inc. (MORN) | 16-Nov-20 | Grant | 454 | -- | -- | 2% 20.86K to 21.32K | |
| 18-Nov-20 8:05 PM View: | Morningstar Inc. (MORN) | 16-Nov-20 | Payment of Exercise | 833 | $206.21 | $171,773.00 | (4%) 22.74K to 21.91K | |
| 18-Nov-20 8:05 PM View: | Morningstar Inc. (MORN) | 16-Nov-20 | Option Exercise | 1,426 | -- | -- | 7% 21.32K to 22.74K | |
| 19-May-20 5:55 PM View: | Morningstar Inc. (MORN) | 15-May-20 | Grant | 2,752 | -- | -- | 7% 40.35K to 43.1K | |
| 19-May-20 5:55 PM View: | Morningstar Inc. (MORN) | 15-May-20 | Payment of Exercise | 687 | $145.34 | $99,848.60 | (2%) 43.1K to 42.41K | |
| 21-Nov-19 12:31 PM View: | Morningstar Inc. (MORN) | 20-Nov-19 | Market Sale | 1,100 | $158.26 | $174,085.00 | (6%) 19.9K to 18.8K | |
| 18-Nov-19 1:22 PM View: | Morningstar Inc. (MORN) | 15-Nov-19 | Payment of Exercise | 2,551 | $155.98 | $397,905.00 | (11%) 22.45K to 19.9K | 6% |
| 17-May-19 9:57 AM View: | Morningstar Inc. (MORN) | 15-May-19 | Grant | 2,630 | -- | -- | 6% 42.89K to 45.52K | |
| 17-May-19 9:57 AM View: | Morningstar Inc. (MORN) | 15-May-19 | Payment of Exercise | 310 | $133.03 | $41,239.30 | (< 1%) 45.52K to 45.21K | |
| 19-Nov-18 11:12 AM View: | Morningstar Inc. (MORN) | 15-Nov-18 | Payment of Exercise | 1,846 | $120.58 | $222,591.00 | (8%) 21.98K to 20.13K | (5%) |
| 17-May-18 3:21 PM View: | Morningstar Inc. (MORN) | 15-May-18 | Grant | 4,232 | -- | -- | 24% 17.74K to 21.98K | |
| 17-Nov-17 3:24 PM View: | Morningstar Inc. (MORN) | 15-Nov-17 | Grant | 19,562 | -- | -- | 140% 13.93K to 33.49K | |
| 17-Nov-17 3:24 PM View: | Morningstar Inc. (MORN) | 15-Nov-17 | Payment of Exercise | 1,819 | $88.81 | $161,545.00 | (5%) 33.49K to 31.68K | (41%) |