| Symbol | Company | Owner | Relationship | Date | Transaction | Cost | # Shares | Value ($) | Total Shares | Filing | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 21, 2019 | Sale | $126.74 | 9,942 | 1,260,049 | 22,411,212 | Feb 22, 2019, 02:46 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 15, 2019 | Sale | $126.23 | 8,449 | 1,066,538 | 22,430,246 | Feb 20, 2019, 03:03 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 19, 2019 | Sale | $125.95 | 8,098 | 1,019,966 | 22,423,823 | Feb 20, 2019, 03:03 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 13, 2019 | Sale | $126.89 | 9,419 | 1,195,141 | 22,450,725 | Feb 15, 2019, 12:14 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 14, 2019 | Sale | $126.37 | 7,836 | 990,259 | 22,438,517 | Feb 15, 2019, 12:14 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 12, 2019 | Sale | $126.21 | 8,154 | 1,029,128 | 22,458,684 | Feb 13, 2019, 02:59 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 11, 2019 | Sale | $125.81 | 9,946 | 1,251,326 | 22,463,926 | Feb 13, 2019, 02:59 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 07, 2019 | Sale | $124.59 | 11,416 | 1,422,267 | 22,484,232 | Feb 11, 2019, 12:14 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 08, 2019 | Sale | $124.92 | 8,963 | 1,119,628 | 22,477,434 | Feb 11, 2019, 12:14 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 05, 2019 | Sale | $125.08 | 11,442 | 1,431,126 | 22,511,854 | Feb 07, 2019, 11:25 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 06, 2019 | Sale | $125.14 | 9,946 | 1,244,634 | 22,494,432 | Feb 07, 2019, 11:25 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 04, 2019 | Sale | $122.74 | 8,191 | 1,005,361 | 22,520,357 | Feb 05, 2019, 12:15 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 01, 2019 | Sale | $123.44 | 1,650 | 203,674 | 22,523,830 | Feb 05, 2019, 12:15 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 10, 2019 | Sale | $109.01 | 9,821 | 1,070,619 | 22,531,203 | Jan 14, 2019, 11:34 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 11, 2019 | Sale | $108.69 | 5,623 | 611,161 | 22,525,580 | Jan 14, 2019, 11:34 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 08, 2019 | Sale | $108.48 | 9,304 | 1,009,267 | 22,560,795 | Jan 10, 2019, 12:05 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 09, 2019 | Sale | $108.97 | 14,360 | 1,564,745 | 22,544,966 | Jan 10, 2019, 12:05 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 04, 2019 | Sale | $108.97 | 11,173 | 1,217,539 | 22,584,218 | Jan 08, 2019, 01:05 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 07, 2019 | Sale | $108.42 | 8,700 | 943,260 | 22,566,374 | Jan 08, 2019, 01:05 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 02, 2019 | Sale | $109.28 | 5,226 | 571,110 | 22,597,764 | Jan 04, 2019, 11:11 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 03, 2019 | Sale | $108.04 | 12,843 | 1,387,530 | 22,586,261 | Jan 04, 2019, 11:11 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 31, 2018 | Sale | $109.51 | 10,781 | 1,180,641 | 22,603,116 | Jan 02, 2019, 12:43 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 28, 2018 | Sale | $109.92 | 11,374 | 1,250,254 | 22,614,886 | Jan 02, 2019, 12:43 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 26, 2018 | Sale | $107.34 | 13,060 | 1,401,902 | 22,641,820 | Dec 28, 2018, 11:39 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 27, 2018 | Sale | $109.06 | 9,989 | 1,089,374 | 22,627,111 | Dec 28, 2018, 11:39 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 21, 2018 | Sale | $108.38 | 5,653 | 612,676 | 22,657,024 | Dec 26, 2018, 09:48 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 24, 2018 | Sale | $106.75 | 8,648 | 923,199 | 22,651,050 | Dec 26, 2018, 09:48 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 20, 2018 | Sale | $111.32 | 2,975 | 331,163 | 22,662,535 | Dec 21, 2018, 12:45 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 19, 2018 | Sale | $112.89 | 12,761 | 1,440,613 | 22,673,402 | Dec 21, 2018, 12:45 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 17, 2018 | Sale | $113.82 | 7,454 | 848,381 | 22,691,482 | Dec 19, 2018, 12:54 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 18, 2018 | Sale | $113.07 | 13,511 | 1,527,731 | 22,682,865 | Dec 19, 2018, 12:54 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 14, 2018 | Sale | $115.04 | 13,726 | 1,579,021 | 22,708,661 | Dec 17, 2018, 12:12 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 13, 2018 | Sale | $114.20 | 11,627 | 1,327,782 | 22,721,864 | Dec 17, 2018, 12:12 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 11, 2018 | Sale | $112.48 | 9,707 | 1,091,878 | 22,739,731 | Dec 13, 2018, 11:49 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 12, 2018 | Sale | $113.73 | 10,778 | 1,225,759 | 22,731,119 | Dec 13, 2018, 11:49 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 07, 2018 | Sale | $115.83 | 9,255 | 1,072,053 | 22,744,997 | Dec 11, 2018, 11:52 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 10, 2018 | Sale | $114.61 | 423 | 48,481 | 22,744,574 | Dec 11, 2018, 11:52 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 06, 2018 | Sale | $116.60 | 8,396 | 978,964 | 22,754,282 | Dec 07, 2018, 11:13 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 04, 2018 | Sale | $118.14 | 1,900 | 224,475 | 22,762,648 | Dec 07, 2018, 11:13 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 30, 2018 | Sale | $118.67 | 6,705 | 795,692 | 22,775,210 | Dec 04, 2018, 02:51 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 03, 2018 | Sale | $118.59 | 10,262 | 1,216,999 | 22,771,655 | Dec 04, 2018, 02:51 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 28, 2018 | Sale | $117.88 | 10,875 | 1,281,902 | 22,801,998 | Nov 30, 2018, 12:38 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 29, 2018 | Sale | $119.15 | 9,808 | 1,168,584 | 22,787,687 | Nov 30, 2018, 12:38 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 16, 2018 | Gift | - | 73,000 | - | 22,818,341 | Nov 28, 2018, 12:56 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 26, 2018 | Sale | $115.83 | 7,507 | 869,571 | 22,817,137 | Nov 28, 2018, 12:56 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 27, 2018 | Sale | $115.30 | 8,636 | 995,755 | 22,802,331 | Nov 28, 2018, 12:56 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 21, 2018 | Sale | $116.21 | 7,025 | 816,383 | 22,901,636 | Nov 26, 2018, 11:57 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 23, 2018 | Sale | $115.29 | 4,720 | 544,164 | 22,891,341 | Nov 26, 2018, 11:57 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 20, 2018 | Sale | $117.23 | 256 | 30,010 | 22,903,242 | Nov 21, 2018, 11:14 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 19, 2018 | Sale | $120.51 | 425 | 51,216 | 22,903,342 | Nov 20, 2018, 02:29 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 15, 2018 | Sale | $120.87 | 8,646 | 1,045,066 | 22,917,543 | Nov 19, 2018, 11:22 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 16, 2018 | Sale | $121.74 | 7,863 | 957,225 | 22,906,780 | Nov 19, 2018, 11:22 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 13, 2018 | Sale | $122.86 | 2,377 | 292,048 | 22,925,782 | Nov 15, 2018, 11:40 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 14, 2018 | Sale | $121.39 | 5,406 | 656,224 | 22,920,376 | Nov 15, 2018, 11:40 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 09, 2018 | Sale | $124.69 | 13,408 | 1,671,886 | 22,938,874 | Nov 13, 2018, 10:56 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 12, 2018 | Sale | $124.15 | 6,573 | 816,048 | 22,928,884 | Nov 13, 2018, 10:56 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 07, 2018 | Sale | $125.68 | 8,003 | 1,005,796 | 22,959,144 | Nov 09, 2018, 10:49 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 08, 2018 | Sale | $125.97 | 5,830 | 734,434 | 22,952,910 | Nov 09, 2018, 10:49 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 06, 2018 | Sale | $123.98 | 9,994 | 1,239,093 | 22,963,534 | Nov 07, 2018, 12:29 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 05, 2018 | Sale | $124.32 | 8,621 | 1,071,728 | 22,976,012 | Nov 07, 2018, 12:29 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 01, 2018 | Sale | $124.58 | 9,484 | 1,181,481 | 22,990,060 | Nov 05, 2018, 11:55 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 02, 2018 | Sale | $124.24 | 8,508 | 1,056,994 | 22,980,794 | Nov 05, 2018, 11:55 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 09, 2018 | Sale | $115.56 | 7,091 | 819,444 | 22,999,032 | Oct 10, 2018, 03:19 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 08, 2018 | Sale | $117.09 | 2,297 | 268,956 | 23,005,571 | Oct 09, 2018, 12:34 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 05, 2018 | Sale | $118.60 | 3,502 | 415,330 | 23,007,868 | Oct 09, 2018, 12:34 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 03, 2018 | Sale | $122.24 | 13,268 | 1,621,832 | 23,021,185 | Oct 05, 2018, 03:28 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 04, 2018 | Sale | $121.07 | 212 | 25,666 | 23,011,370 | Oct 05, 2018, 03:28 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 01, 2018 | Sale | $125.23 | 8,407 | 1,052,804 | 23,025,920 | Oct 03, 2018, 12:26 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 02, 2018 | Sale | $124.91 | 340 | 42,470 | 23,024,850 | Oct 03, 2018, 12:26 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 28, 2018 | Sale | $126.48 | 9,938 | 1,256,919 | 23,040,865 | Oct 01, 2018, 02:32 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 27, 2018 | Sale | $126.36 | 7,686 | 971,207 | 23,043,835 | Oct 01, 2018, 02:32 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 25, 2018 | Sale | $130.58 | 2,341 | 305,686 | 23,058,333 | Sep 27, 2018, 10:53 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 26, 2018 | Sale | $127.81 | 6,862 | 877,021 | 23,051,423 | Sep 27, 2018, 10:53 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 21, 2018 | Sale | $131.14 | 9,483 | 1,243,638 | 23,072,016 | Sep 25, 2018, 12:02 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 24, 2018 | Sale | $131.95 | 11,412 | 1,505,816 | 23,069,986 | Sep 25, 2018, 12:02 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 19, 2018 | Sale | $130.86 | 7,803 | 1,021,126 | 23,089,903 | Sep 21, 2018, 12:47 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 20, 2018 | Sale | $131.10 | 8,093 | 1,060,952 | 23,082,248 | Sep 21, 2018, 12:47 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 17, 2018 | Sale | $137.84 | 100 | 13,784 | 23,108,562 | Sep 19, 2018, 10:49 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 18, 2018 | Sale | $131.56 | 11,347 | 1,492,778 | 23,097,678 | Sep 19, 2018, 10:49 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 13, 2018 | Sale | $137.43 | 6,539 | 898,683 | 23,119,416 | Sep 17, 2018, 12:44 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 14, 2018 | Sale | $138.61 | 8,686 | 1,203,937 | 23,117,248 | Sep 17, 2018, 12:44 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 11, 2018 | Sale | $138.76 | 3,509 | 486,926 | 23,129,592 | Sep 13, 2018, 10:00 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 12, 2018 | Sale | $137.63 | 5,705 | 785,168 | 23,123,887 | Sep 13, 2018, 10:00 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 07, 2018 | Sale | $141.94 | 4,178 | 593,046 | 23,143,944 | Sep 11, 2018, 12:56 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 10, 2018 | Sale | $139.50 | 10,108 | 1,410,016 | 23,133,601 | Sep 11, 2018, 12:56 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 05, 2018 | Sale | $141.30 | 5,988 | 846,096 | 23,155,537 | Sep 07, 2018, 10:46 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 06, 2018 | Sale | $141.79 | 8,049 | 1,141,289 | 23,150,844 | Sep 07, 2018, 10:46 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 31, 2018 | Sale | $140.18 | 16,060 | 2,251,237 | 23,186,816 | Sep 05, 2018, 11:17 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 04, 2018 | Sale | $142.17 | 9,932 | 1,412,076 | 23,164,699 | Sep 05, 2018, 11:17 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 30, 2018 | Sale | $138.96 | 6,266 | 870,730 | 23,187,416 | Aug 31, 2018, 12:37 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 29, 2018 | Sale | $139.67 | 7,900 | 1,103,377 | 23,196,182 | Aug 31, 2018, 12:37 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 27, 2018 | Sale | $138.09 | 8,607 | 1,188,539 | 23,218,342 | Aug 29, 2018, 11:13 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 28, 2018 | Sale | $139.39 | 9,023 | 1,257,697 | 23,207,994 | Aug 29, 2018, 11:13 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 24, 2018 | Sale | $137.31 | 11,134 | 1,528,832 | 23,219,212 | Aug 27, 2018, 04:32 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 23, 2018 | Sale | $137.43 | 11,232 | 1,543,639 | 23,241,178 | Aug 24, 2018, 11:53 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 22, 2018 | Sale | $136.96 | 9,039 | 1,237,956 | 23,241,778 | Aug 24, 2018, 11:53 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 20, 2018 | Sale | $136.79 | 9,393 | 1,284,824 | 23,261,023 | Aug 22, 2018, 10:49 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 21, 2018 | Sale | $137.65 | 9,045 | 1,245,059 | 23,259,262 | Aug 22, 2018, 10:49 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 16, 2018 | Sale | $135.13 | 12,660 | 1,710,773 | 23,291,620 | Aug 20, 2018, 10:15 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 17, 2018 | Sale | $135.95 | 12,124 | 1,648,258 | 23,276,994 | Aug 20, 2018, 10:15 AM |
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