| Symbol | Company | Owner | Relationship | Date | Transaction | Cost | # Shares | Value ($) | Total Shares | Filing | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 15, 2025 | Sale | $258.65 | 7,250 | 1,875,200 | 9,355,941 | Aug 19, 2025, 05:31 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 18, 2025 | Sale | $258.08 | 7,250 | 1,871,045 | 9,347,885 | Aug 19, 2025, 05:31 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 19, 2025 | Sale | $259.59 | 7,250 | 1,882,034 | 9,344,724 | Aug 19, 2025, 05:31 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 13, 2025 | Sale | $257.94 | 7,250 | 1,870,029 | 9,366,793 | Aug 14, 2025, 06:14 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 14, 2025 | Sale | $260.28 | 3,944 | 1,026,550 | 9,361,981 | Aug 14, 2025, 06:14 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 12, 2025 | Sale | $256.50 | 7,250 | 1,859,638 | 9,378,468 | Aug 14, 2025, 06:14 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 07, 2025 | Sale | $261.21 | 7,250 | 1,893,746 | 9,397,573 | Aug 11, 2025, 06:33 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 08, 2025 | Sale | $261.34 | 7,068 | 1,847,168 | 9,393,656 | Aug 11, 2025, 06:33 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 11, 2025 | Sale | $260.28 | 6,764 | 1,760,564 | 9,387,091 | Aug 11, 2025, 06:33 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 05, 2025 | Sale | $270.39 | 394 | 106,533 | 9,405,932 | Aug 06, 2025, 06:00 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 06, 2025 | Sale | $261.67 | 4,311 | 1,128,046 | 9,402,129 | Aug 06, 2025, 06:00 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 04, 2025 | Sale | $272.77 | 6,624 | 1,806,859 | 9,410,875 | Aug 06, 2025, 06:00 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 30, 2025 | Gift | - | 15,000 | - | 9,412,836 | Jun 30, 2025, 05:21 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 22, 2025 | Sale | $306.43 | 7,250 | 2,221,600 | 9,434,647 | May 27, 2025, 04:54 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 23, 2025 | Sale | $305.80 | 1,296 | 396,316 | 9,429,082 | May 27, 2025, 04:54 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 27, 2025 | Sale | $306.52 | 1,246 | 381,926 | 9,428,880 | May 27, 2025, 04:54 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 19, 2025 | Sale | $309.86 | 7,250 | 2,246,514 | 9,447,486 | May 21, 2025, 05:16 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 20, 2025 | Sale | $310.08 | 5,103 | 1,582,347 | 9,437,834 | May 21, 2025, 05:16 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 15, 2025 | Sale | $306.12 | 7,250 | 2,219,363 | 9,457,906 | May 16, 2025, 05:27 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 16, 2025 | Sale | $309.45 | 7,250 | 2,243,478 | 9,450,989 | May 16, 2025, 05:27 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 14, 2025 | Sale | $306.67 | 2,412 | 739,695 | 9,464,481 | May 15, 2025, 05:52 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 13, 2025 | Sale | $309.95 | 7,062 | 2,188,884 | 9,472,605 | May 15, 2025, 05:52 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 09, 2025 | Sale | $304.83 | 7,250 | 2,210,018 | 9,483,356 | May 13, 2025, 05:11 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 12, 2025 | Sale | $309.35 | 7,250 | 2,242,775 | 9,479,547 | May 13, 2025, 05:11 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 07, 2025 | Sale | $297.25 | 7,250 | 2,155,090 | 9,502,147 | May 09, 2025, 04:28 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 08, 2025 | Sale | $304.52 | 7,250 | 2,207,781 | 9,495,691 | May 09, 2025, 04:28 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 06, 2025 | Sale | $294.27 | 3,211 | 944,897 | 9,502,955 | May 07, 2025, 05:09 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 05, 2025 | Sale | $295.15 | 7,250 | 2,139,843 | 9,513,106 | May 07, 2025, 05:09 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 01, 2025 | Sale | $284.10 | 7,170 | 2,036,974 | 9,521,337 | May 05, 2025, 04:32 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 02, 2025 | Sale | $292.01 | 7,250 | 2,117,094 | 9,520,652 | May 05, 2025, 04:32 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 13, 2025 | Sale | $287.10 | 2 | 574 | 10,029,206 | Mar 17, 2025, 05:35 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 14, 2025 | Sale | $286.20 | 1,370 | 392,095 | 10,029,186 | Mar 17, 2025, 05:35 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 11, 2025 | Sale | $282.25 | 9,062 | 2,557,787 | 10,040,170 | Mar 13, 2025, 05:38 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 12, 2025 | Sale | $284.52 | 9,062 | 2,578,302 | 10,033,816 | Mar 13, 2025, 05:38 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 05, 2025 | Sale | $301.10 | 9,062 | 2,728,562 | 10,054,488 | Mar 06, 2025, 05:14 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 28, 2025 | Sale | $310.79 | 9,062 | 2,816,386 | 10,065,098 | Mar 04, 2025, 05:05 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 03, 2025 | Sale | $314.63 | 7,114 | 2,238,301 | 10,062,336 | Mar 04, 2025, 05:05 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 26, 2025 | Sale | $323.46 | 4,080 | 1,319,697 | 10,075,151 | Feb 28, 2025, 04:34 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 27, 2025 | Sale | $319.10 | 368 | 117,428 | 10,072,570 | Feb 28, 2025, 04:34 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 24, 2025 | Sale | $323.03 | 9,062 | 2,927,289 | 10,092,471 | Feb 26, 2025, 05:23 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 25, 2025 | Sale | $322.38 | 8,608 | 2,775,070 | 10,083,340 | Feb 26, 2025, 05:23 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 21, 2025 | Sale | $326.58 | 1,410 | 460,484 | 10,094,706 | Feb 24, 2025, 05:06 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 20, 2025 | Sale | $327.89 | 8,393 | 2,751,982 | 10,096,798 | Feb 24, 2025, 05:06 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 18, 2025 | Sale | $326.86 | 9,062 | 2,961,971 | 10,117,525 | Feb 20, 2025, 05:36 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 19, 2025 | Sale | $328.37 | 5,126 | 1,683,245 | 10,105,111 | Feb 20, 2025, 05:36 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 14, 2025 | Sale | $328.90 | 3,207 | 1,054,767 | 10,120,323 | Feb 18, 2025, 05:44 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 13, 2025 | Sale | $326.08 | 8,492 | 2,769,099 | 10,129,781 | Feb 14, 2025, 04:38 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 12, 2025 | Sale | $320.57 | 1,280 | 410,332 | 10,130,378 | Feb 14, 2025, 04:38 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 10, 2025 | Sale | $325.53 | 1,695 | 551,777 | 10,131,679 | Feb 12, 2025, 05:18 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 06, 2025 | Sale | $326.67 | 6,846 | 2,236,402 | 10,141,488 | Feb 10, 2025, 04:54 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 07, 2025 | Sale | $326.44 | 2,495 | 814,474 | 10,133,586 | Feb 10, 2025, 04:54 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 04, 2025 | Sale | $327.21 | 4,791 | 1,567,668 | 10,149,115 | Feb 06, 2025, 04:58 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 05, 2025 | Sale | $325.44 | 3,635 | 1,182,965 | 10,143,403 | Feb 06, 2025, 04:58 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 03, 2025 | Sale | $327.89 | 1,716 | 562,662 | 10,151,120 | Feb 04, 2025, 05:47 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 06, 2024 | Gift | - | 20,000 | - | 10,169,961 | Dec 12, 2024, 04:42 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 10, 2024 | Gift | - | 17,125 | - | 10,152,836 | Dec 12, 2024, 04:42 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 06, 2024 | Gift | - | 118,508 | - | 9,964,240 | Dec 10, 2024, 06:37 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 02, 2024 | Sale | $354.08 | 118 | 41,782 | 10,729,845 | Dec 03, 2024, 05:22 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 29, 2024 | Sale | $355.51 | 193 | 68,614 | 10,729,959 | Dec 03, 2024, 05:22 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 26, 2024 | Sale | $355.22 | 9,062 | 3,219,025 | 10,746,839 | Nov 27, 2024, 06:07 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 27, 2024 | Sale | $354.83 | 8,133 | 2,885,829 | 10,733,457 | Nov 27, 2024, 06:07 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 22, 2024 | Sale | $344.46 | 9,062 | 3,121,539 | 10,765,392 | Nov 26, 2024, 05:31 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 25, 2024 | Sale | $350.72 | 9,062 | 3,178,184 | 10,755,931 | Nov 26, 2024, 05:31 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 20, 2024 | Sale | $334.92 | 5,794 | 1,940,545 | 10,776,205 | Nov 22, 2024, 04:45 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 21, 2024 | Sale | $339.60 | 7,837 | 2,661,468 | 10,772,910 | Nov 22, 2024, 04:45 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 18, 2024 | Sale | $336.67 | 275 | 92,583 | 10,788,103 | Nov 20, 2024, 05:50 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 19, 2024 | Sale | $334.92 | 9,062 | 3,035,048 | 10,784,944 | Nov 20, 2024, 05:50 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 14, 2024 | Sale | $346.22 | 2,884 | 998,504 | 10,790,882 | Nov 18, 2024, 05:35 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 15, 2024 | Sale | $342.13 | 118 | 40,371 | 10,788,378 | Nov 18, 2024, 05:35 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 12, 2024 | Sale | $350.46 | 6,156 | 2,157,437 | 10,801,067 | Nov 14, 2024, 04:57 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 13, 2024 | Sale | $351.05 | 3,825 | 1,342,752 | 10,794,006 | Nov 14, 2024, 04:57 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 08, 2024 | Sale | $348.45 | 9,062 | 3,157,699 | 10,817,591 | Nov 12, 2024, 05:56 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 11, 2024 | Sale | $349.67 | 7,222 | 2,525,281 | 10,806,020 | Nov 12, 2024, 05:56 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 07, 2024 | Sale | $343.96 | 1,287 | 442,674 | 10,817,878 | Nov 08, 2024, 05:08 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 06, 2024 | Sale | $339.59 | 9,062 | 3,077,368 | 10,826,036 | Nov 08, 2024, 05:08 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 04, 2024 | Sale | $329.45 | 9,062 | 2,985,466 | 10,844,799 | Nov 06, 2024, 05:27 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 05, 2024 | Sale | $333.84 | 8,662 | 2,891,752 | 10,836,112 | Nov 06, 2024, 05:27 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 01, 2024 | Sale | $328.22 | 9,062 | 2,974,310 | 10,850,278 | Nov 04, 2024, 06:02 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 10, 2024 | Sale | $305.97 | 345 | 105,561 | 10,517,165 | Sep 12, 2024, 04:48 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 06, 2024 | Sale | $311.50 | 425 | 132,389 | 10,525,431 | Sep 10, 2024, 05:02 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 09, 2024 | Sale | $305.95 | 8,056 | 2,464,726 | 10,521,895 | Sep 10, 2024, 05:02 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 03, 2024 | Sale | $312.94 | 721 | 225,633 | 10,532,253 | Sep 06, 2024, 04:33 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 04, 2024 | Sale | $312.85 | 6,461 | 2,021,317 | 10,529,419 | Sep 06, 2024, 04:33 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 05, 2024 | Sale | $312.55 | 54 | 16,878 | 10,525,738 | Sep 06, 2024, 04:33 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 30, 2024 | Sale | $312.23 | 6,744 | 2,105,672 | 10,538,044 | Sep 03, 2024, 05:21 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 29, 2024 | Sale | $312.18 | 6,110 | 1,907,440 | 10,545,517 | Sep 03, 2024, 05:21 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 27, 2024 | Sale | $311.27 | 5,724 | 1,781,714 | 10,555,112 | Aug 29, 2024, 04:40 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 28, 2024 | Sale | $311.33 | 5,670 | 1,765,230 | 10,548,733 | Aug 29, 2024, 04:40 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 23, 2024 | Sale | $313.16 | 8,256 | 2,585,428 | 10,570,016 | Aug 27, 2024, 04:29 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 26, 2024 | Sale | $313.51 | 4,717 | 1,478,808 | 10,558,859 | Aug 27, 2024, 04:29 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 21, 2024 | Sale | $312.12 | 6,209 | 1,937,959 | 10,576,319 | Aug 23, 2024, 04:51 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 22, 2024 | Sale | $311.96 | 4,512 | 1,407,559 | 10,572,024 | Aug 23, 2024, 04:51 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 19, 2024 | Sale | $315.90 | 3,838 | 1,212,410 | 10,581,799 | Aug 21, 2024, 05:03 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 20, 2024 | Sale | $315.00 | 214 | 67,409 | 10,580,950 | Aug 21, 2024, 05:03 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 16, 2024 | Sale | $315.36 | 7,922 | 2,498,295 | 10,592,198 | Aug 19, 2024, 04:40 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 15, 2024 | Sale | $312.35 | 6,909 | 2,157,998 | 10,597,996 | Aug 19, 2024, 04:40 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 13, 2024 | Sale | $308.99 | 5,499 | 1,699,150 | 10,610,066 | Aug 15, 2024, 05:30 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 14, 2024 | Sale | $310.37 | 5,257 | 1,631,600 | 10,603,413 | Aug 15, 2024, 05:30 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 09, 2024 | Sale | $305.60 | 4,975 | 1,520,384 | 10,619,269 | Aug 13, 2024, 04:55 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 12, 2024 | Sale | $305.30 | 5,149 | 1,571,981 | 10,612,208 | Aug 13, 2024, 04:55 PM |