| Symbol | Company | Owner | Relationship | Date | Transaction | Cost | # Shares | Value ($) | Total Shares | Filing | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 15, 2018 | Sale | $133.71 | 8,914 | 1,191,855 | 23,293,962 | Aug 16, 2018, 01:10 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 13, 2018 | Sale | $132.48 | 9,793 | 1,297,415 | 23,314,760 | Aug 15, 2018, 12:08 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 14, 2018 | Sale | $133.42 | 11,093 | 1,480,044 | 23,304,882 | Aug 15, 2018, 12:08 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 10, 2018 | Sale | $133.51 | 5,411 | 722,401 | 23,323,639 | Aug 13, 2018, 09:43 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 09, 2018 | Sale | $134.57 | 10,920 | 1,469,508 | 23,330,990 | Aug 13, 2018, 09:43 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 08, 2018 | Sale | $133.38 | 12,834 | 1,711,736 | 23,345,957 | Aug 08, 2018, 08:23 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 07, 2018 | Sale | $132.67 | 10,650 | 1,412,960 | 23,359,995 | Aug 07, 2018, 07:14 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 06, 2018 | Sale | $131.12 | 11,233 | 1,472,901 | 23,370,877 | Aug 06, 2018, 07:04 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 02, 2018 | Sale | $131.32 | 8,852 | 1,162,412 | 23,386,895 | Aug 03, 2018, 05:23 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 03, 2018 | Sale | $130.24 | 6,431 | 837,589 | 23,374,689 | Aug 03, 2018, 05:23 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 01, 2018 | Sale | $131.55 | 8,510 | 1,119,517 | 23,392,080 | Aug 02, 2018, 11:08 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 19, 2018 | Sale | $130.37 | 15,195 | 1,981,040 | 23,408,776 | Jun 20, 2018, 11:20 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 15, 2018 | Sale | $131.10 | 14,918 | 1,955,688 | 23,421,210 | Jun 19, 2018, 12:55 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 18, 2018 | Sale | $130.04 | 7,436 | 967,015 | 23,413,674 | Jun 19, 2018, 12:55 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 14, 2018 | Sale | $132.06 | 16,469 | 2,174,885 | 23,442,654 | Jun 15, 2018, 10:24 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 13, 2018 | Sale | $132.43 | 16,600 | 2,198,376 | 23,453,226 | Jun 15, 2018, 10:24 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 11, 2018 | Sale | $129.12 | 11,373 | 1,468,517 | 23,492,809 | Jun 13, 2018, 12:29 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 12, 2018 | Sale | $130.43 | 15,039 | 1,961,486 | 23,473,306 | Jun 13, 2018, 12:29 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 07, 2018 | Sale | $126.55 | 12,402 | 1,569,503 | 23,517,150 | Jun 11, 2018, 12:42 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 08, 2018 | Sale | $127.68 | 9,889 | 1,262,584 | 23,505,048 | Jun 11, 2018, 12:42 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 05, 2018 | Sale | $123.84 | 14,127 | 1,749,475 | 23,534,265 | Jun 07, 2018, 04:13 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 06, 2018 | Sale | $124.52 | 13,501 | 1,681,195 | 23,519,900 | Jun 07, 2018, 04:13 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 01, 2018 | Sale | $120.85 | 11,776 | 1,423,135 | 23,565,230 | Jun 05, 2018, 02:46 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 04, 2018 | Sale | $123.08 | 12,037 | 1,481,514 | 23,557,165 | Jun 05, 2018, 02:46 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 30, 2018 | Sale | $119.94 | 10,468 | 1,255,506 | 23,587,550 | Jun 01, 2018, 03:12 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 31, 2018 | Sale | $120.11 | 8,621 | 1,035,435 | 23,570,390 | Jun 01, 2018, 03:12 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 25, 2018 | Sale | $117.39 | 7,500 | 880,462 | 23,600,187 | May 30, 2018, 11:24 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 29, 2018 | Sale | $117.49 | 11,857 | 1,393,129 | 23,591,775 | May 30, 2018, 11:24 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 23, 2018 | Sale | $116.06 | 13,505 | 1,567,413 | 23,623,926 | May 25, 2018, 12:11 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 24, 2018 | Sale | $117.45 | 12,462 | 1,463,704 | 23,616,848 | May 25, 2018, 12:11 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 21, 2018 | Sale | $115.40 | 11,153 | 1,287,105 | 23,652,917 | May 23, 2018, 01:16 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 22, 2018 | Sale | $115.54 | 12,200 | 1,409,649 | 23,635,558 | May 23, 2018, 01:16 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 17, 2018 | Sale | $114.69 | 9,789 | 1,122,675 | 23,675,395 | May 21, 2018, 12:39 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 18, 2018 | Sale | $114.41 | 13,111 | 1,500,042 | 23,658,250 | May 21, 2018, 12:39 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 16, 2018 | Sale | $114.07 | 10,610 | 1,210,331 | 23,689,912 | May 18, 2018, 10:33 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 15, 2018 | Sale | $112.73 | 8,734 | 984,600 | 23,697,198 | May 16, 2018, 11:37 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 14, 2018 | Sale | $111.90 | 9,800 | 1,096,601 | 23,699,751 | May 16, 2018, 11:37 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 10, 2018 | Sale | $111.21 | 11,117 | 1,236,269 | 23,717,560 | May 14, 2018, 11:29 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 11, 2018 | Sale | $111.43 | 7,862 | 876,090 | 23,711,695 | May 14, 2018, 11:29 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 09, 2018 | Sale | $110.30 | 8,846 | 975,677 | 23,734,970 | May 11, 2018, 12:37 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 08, 2018 | Sale | $109.49 | 11,792 | 1,291,056 | 23,747,068 | May 09, 2018, 11:17 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 07, 2018 | Sale | $108.14 | 10,279 | 1,111,610 | 23,752,986 | May 09, 2018, 11:17 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 03, 2018 | Sale | $107.36 | 8,344 | 895,804 | 23,771,512 | May 07, 2018, 10:21 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 04, 2018 | Sale | $107.56 | 12,565 | 1,351,517 | 23,765,460 | May 07, 2018, 10:21 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 01, 2018 | Sale | $108.79 | 12,214 | 1,328,755 | 23,794,095 | May 03, 2018, 12:32 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 02, 2018 | Sale | $108.56 | 6,409 | 695,787 | 23,779,894 | May 03, 2018, 12:32 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Dec 20, 2017 | Gift | - | 160,480 | - | 23,798,479 | Dec 22, 2017, 10:39 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Dec 21, 2016 | Gift | - | 182,668 | - | 23,958,959 | Dec 22, 2016, 03:41 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Dec 21, 2015 | Gift | - | 108,737 | - | 24,141,627 | Dec 23, 2015, 01:00 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Dec 16, 2015 | Gift | - | 61,890 | - | 24,250,364 | Dec 23, 2015, 12:55 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Dec 16, 2014 | Gift | - | 61,890 | - | 24,250,364 | Dec 21, 2015, 08:42 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Dec 26, 2014 | Gift | - | 121,862 | - | 24,312,254 | Dec 30, 2014, 09:43 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | May 20, 2014 | Gift | - | 35,125 | - | 24,434,116 | May 20, 2014, 03:35 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Dec 27, 2013 | Gift | - | 73,125 | - | 24,469,241 | Dec 30, 2013, 03:38 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Dec 27, 2013 | Gift | - | 73,125 | - | 24,469,241 | Dec 30, 2013, 02:37 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | May 21, 2013 | Gift | - | 35,550 | - | 24,542,366 | May 22, 2013, 11:50 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Dec 28, 2012 | Gift | - | 15,910 | - | 24,577,946 | Dec 31, 2012, 01:42 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Dec 27, 2012 | Gift | - | 56,315 | - | 24,593,856 | Dec 31, 2012, 01:42 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Jun 19, 2012 | Gift | - | 150,000 | - | 24,650,171 | Jun 19, 2012, 05:17 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Jun 19, 2012 | Gift | - | 150,000 | - | 150,000 | Jun 19, 2012, 05:17 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | May 16, 2012 | Gift | - | 44,300 | - | 24,800,171 | May 17, 2012, 10:47 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Dec 29, 2010 | Gift | - | 47,750 | - | 24,844,471 | Dec 30, 2010, 07:58 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Dec 23, 2010 | Gift | - | 476 | - | 24,892,221 | Dec 23, 2010, 04:54 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Dec 22, 2010 | Gift | - | 21,526 | - | 24,892,697 | Dec 23, 2010, 04:54 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Aug 18, 2010 | Sale | $42.65 | 2,600 | 110,899 | 24,914,223 | Aug 19, 2010, 10:44 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Aug 17, 2010 | Sale | $42.58 | 9,750 | 415,144 | 24,916,823 | Aug 18, 2010, 10:12 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Aug 16, 2010 | Sale | $42.55 | 9,750 | 414,903 | 24,926,573 | Aug 17, 2010, 12:15 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Aug 09, 2010 | Sale | $45.51 | 9,750 | 443,708 | 24,936,323 | Aug 10, 2010, 10:45 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Aug 04, 2010 | Sale | $45.77 | 9,750 | 446,286 | 24,946,073 | Aug 05, 2010, 11:02 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Aug 03, 2010 | Sale | $46.37 | 9,100 | 421,962 | 24,955,823 | Aug 04, 2010, 10:39 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Aug 02, 2010 | Sale | $45.93 | 9,750 | 447,784 | 24,968,673 | Aug 03, 2010, 10:46 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Jul 28, 2010 | Sale | $45.59 | 8,568 | 390,580 | 24,974,673 | Jul 29, 2010, 11:56 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Jul 26, 2010 | Sale | $45.63 | 12,400 | 565,791 | 24,986,794 | Jul 27, 2010, 12:07 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Jul 21, 2010 | Sale | $44.47 | 11,000 | 489,203 | 24,999,194 | Jul 22, 2010, 11:47 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Chairman & CEO | Jul 20, 2010 | Sale | $44.43 | 12,400 | 550,959 | 25,010,194 | Jul 21, 2010, 01:21 PM |
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