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| SEC Filing | Company/Stock | Trade Date | Transaction | Shares | Avg. Price | Total | % Holdings | Gain/Loss |
|---|---|---|---|---|---|---|---|---|
| 17-May-24 8:12 PM View:  | Morningstar Inc. (MORN) | 17-May-24 | Payment of Exercise | 52 | $297.26 | $15,457.50 | (2%) 2.24K to 2.19K | |
| 17-May-24 8:12 PM View: | Morningstar Inc. (MORN) | 15-May-24 | Grant | 252 | -- | -- | 13% 1.99K to 2.24K |