| Symbol | Company | Owner | Relationship | Date | Transaction | Cost | # Shares | Value ($) | Total Shares | Filing | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 07, 2024 | Sale | $304.19 | 5,910 | 1,797,767 | 10,630,139 | Aug 09, 2024, 05:24 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 08, 2024 | Sale | $304.70 | 5,117 | 1,559,170 | 10,625,779 | Aug 09, 2024, 05:24 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 06, 2024 | Sale | $302.64 | 9,062 | 2,742,528 | 10,639,946 | Aug 07, 2024, 05:08 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 01, 2024 | Sale | $317.03 | 1,144 | 362,677 | 10,640,958 | Aug 05, 2024, 04:58 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 04, 2024 | Sale | $292.67 | 6,619 | 1,937,152 | 10,648,275 | Jun 06, 2024, 06:04 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 05, 2024 | Sale | $294.77 | 397 | 117,022 | 10,642,287 | Jun 06, 2024, 06:04 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 31, 2024 | Sale | $287.33 | 4,535 | 1,303,044 | 10,659,977 | Jun 04, 2024, 06:06 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 03, 2024 | Sale | $289.22 | 9,062 | 2,620,893 | 10,655,765 | Jun 04, 2024, 06:06 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 29, 2024 | Sale | $290.95 | 95 | 27,640 | 10,668,394 | May 31, 2024, 04:38 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 30, 2024 | Sale | $287.16 | 5,869 | 1,685,346 | 10,663,731 | May 31, 2024, 04:38 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 28, 2024 | Sale | $296.65 | 236 | 70,010 | 10,668,489 | May 29, 2024, 05:07 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 23, 2024 | Sale | $298.62 | 1,115 | 332,960 | 10,673,948 | May 28, 2024, 05:37 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 24, 2024 | Sale | $296.99 | 5,082 | 1,509,298 | 10,673,514 | May 28, 2024, 05:37 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 22, 2024 | Sale | $300.17 | 5,023 | 1,507,742 | 10,677,881 | May 23, 2024, 05:07 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 21, 2024 | Sale | $298.32 | 7,986 | 2,382,397 | 10,686,606 | May 23, 2024, 05:07 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 17, 2024 | Sale | $299.50 | 4,285 | 1,283,360 | 10,693,863 | May 21, 2024, 05:02 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 20, 2024 | Sale | $300.00 | 5,234 | 1,570,202 | 10,690,627 | May 21, 2024, 05:02 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 15, 2024 | Sale | $301.10 | 4,804 | 1,446,501 | 10,708,299 | May 17, 2024, 08:24 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 16, 2024 | Sale | $300.61 | 6,062 | 1,822,319 | 10,700,093 | May 17, 2024, 08:24 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 13, 2024 | Sale | $298.17 | 1,558 | 464,548 | 10,713,560 | May 15, 2024, 05:30 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 14, 2024 | Sale | $296.40 | 4,681 | 1,387,467 | 10,710,493 | May 15, 2024, 05:30 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 09, 2024 | Sale | $297.47 | 6,450 | 1,918,697 | 10,724,808 | May 13, 2024, 05:13 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 10, 2024 | Sale | $299.03 | 5,063 | 1,513,978 | 10,716,259 | May 13, 2024, 05:13 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 08, 2024 | Sale | $300.43 | 134 | 40,257 | 10,726,452 | May 09, 2024, 05:24 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 06, 2024 | Sale | $300.02 | 280 | 84,005 | 10,726,068 | May 09, 2024, 05:24 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 07, 2024 | Sale | $300.45 | 7,344 | 2,206,505 | 10,733,773 | May 09, 2024, 05:24 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 03, 2024 | Sale | $294.34 | 8,954 | 2,635,502 | 10,750,248 | May 07, 2024, 04:34 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 06, 2024 | Sale | $298.30 | 7,486 | 2,233,078 | 10,741,184 | May 07, 2024, 04:34 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 01, 2024 | Sale | $286.72 | 8,325 | 2,386,975 | 10,765,713 | May 03, 2024, 04:49 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 02, 2024 | Sale | $290.11 | 8,321 | 2,414,015 | 10,758,018 | May 03, 2024, 04:49 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 12, 2024 | Sale | $307.73 | 8,614 | 2,650,789 | 10,774,686 | Mar 14, 2024, 05:04 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 08, 2024 | Sale | $311.07 | 4,675 | 1,454,252 | 10,779,247 | Mar 12, 2024, 05:18 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 11, 2024 | Sale | $307.69 | 1,297 | 399,072 | 10,775,526 | Mar 12, 2024, 05:18 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 06, 2024 | Sale | $309.15 | 9,982 | 3,085,889 | 10,799,636 | Mar 08, 2024, 04:48 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 07, 2024 | Sale | $311.72 | 8,533 | 2,659,946 | 10,787,737 | Mar 08, 2024, 04:48 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 04, 2024 | Sale | $303.17 | 9,861 | 2,989,596 | 10,821,311 | Mar 06, 2024, 06:08 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 05, 2024 | Sale | $303.79 | 11,717 | 3,559,458 | 10,808,090 | Mar 06, 2024, 06:08 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 29, 2024 | Sale | $298.64 | 4,398 | 1,313,427 | 10,828,809 | Mar 04, 2024, 05:20 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 01, 2024 | Sale | $298.38 | 6,025 | 1,797,718 | 10,823,967 | Mar 04, 2024, 05:20 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 28, 2024 | Sale | $296.94 | 9,935 | 2,950,114 | 10,841,252 | Feb 29, 2024, 05:01 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 27, 2024 | Sale | $294.87 | 11,024 | 3,250,600 | 10,841,969 | Feb 29, 2024, 05:01 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 23, 2024 | Sale | $298.12 | 12,650 | 3,771,159 | 10,871,721 | Feb 27, 2024, 05:20 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 26, 2024 | Sale | $298.80 | 6,198 | 1,851,973 | 10,855,720 | Feb 27, 2024, 05:20 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 21, 2024 | Sale | $272.65 | 3,748 | 1,021,904 | 10,883,563 | Feb 23, 2024, 04:41 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 22, 2024 | Sale | $276.18 | 11,742 | 3,242,941 | 10,883,183 | Feb 23, 2024, 04:41 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 15, 2024 | Sale | $277.78 | 6,863 | 1,906,400 | 10,897,751 | Feb 20, 2024, 05:06 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 16, 2024 | Sale | $277.60 | 1,367 | 379,483 | 10,891,487 | Feb 20, 2024, 05:06 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 14, 2024 | Sale | $275.94 | 8,993 | 2,481,502 | 10,907,591 | Feb 15, 2024, 05:53 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 09, 2024 | Sale | $278.69 | 7,668 | 2,137,018 | 10,921,067 | Feb 13, 2024, 05:02 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 12, 2024 | Sale | $282.08 | 7,481 | 2,110,273 | 10,914,087 | Feb 13, 2024, 05:02 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 07, 2024 | Sale | $277.23 | 7,470 | 2,070,939 | 10,934,201 | Feb 09, 2024, 04:29 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 08, 2024 | Sale | $277.66 | 3,292 | 914,050 | 10,924,262 | Feb 09, 2024, 04:29 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 05, 2024 | Sale | $276.97 | 100 | 27,697 | 10,934,666 | Feb 07, 2024, 01:35 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 06, 2024 | Sale | $275.22 | 45 | 12,385 | 10,934,621 | Feb 07, 2024, 01:35 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 01, 2024 | Sale | $279.39 | 6,926 | 1,935,029 | 10,938,150 | Feb 05, 2024, 05:16 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 02, 2024 | Sale | $279.24 | 220 | 61,433 | 10,934,766 | Feb 05, 2024, 05:16 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 30, 2023 | Gift | - | 47,625 | - | 11,294,880 | Dec 06, 2023, 04:45 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 27, 2023 | Sale | $277.17 | 6,257 | 1,734,274 | 11,346,688 | Nov 29, 2023, 12:43 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 24, 2023 | Sale | $275.86 | 6,555 | 1,808,263 | 11,349,336 | Nov 27, 2023, 02:09 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 21, 2023 | Sale | $274.11 | 12,650 | 3,467,547 | 11,379,623 | Nov 24, 2023, 11:09 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 22, 2023 | Sale | $275.77 | 12,650 | 3,488,434 | 11,363,533 | Nov 24, 2023, 11:09 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 17, 2023 | Sale | $271.00 | 10,328 | 2,798,891 | 11,394,494 | Nov 21, 2023, 12:49 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 20, 2023 | Sale | $271.95 | 11,693 | 3,179,874 | 11,391,583 | Nov 21, 2023, 12:49 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 15, 2023 | Sale | $269.04 | 7,776 | 2,092,080 | 11,415,698 | Nov 17, 2023, 11:18 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 16, 2023 | Sale | $270.20 | 12,650 | 3,418,074 | 11,414,474 | Nov 17, 2023, 11:18 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 14, 2023 | Sale | $268.46 | 12,609 | 3,385,065 | 11,432,060 | Nov 15, 2023, 01:44 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 13, 2023 | Sale | $265.56 | 8,624 | 2,290,153 | 11,436,250 | Nov 15, 2023, 01:44 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 09, 2023 | Sale | $262.13 | 2,650 | 694,645 | 11,453,862 | Nov 13, 2023, 12:13 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 10, 2023 | Sale | $263.82 | 9,525 | 2,512,919 | 11,453,021 | Nov 13, 2023, 12:13 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 07, 2023 | Sale | $262.43 | 8,297 | 2,177,344 | 11,463,647 | Nov 09, 2023, 01:20 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 08, 2023 | Sale | $262.05 | 6,726 | 1,762,524 | 11,457,070 | Nov 09, 2023, 01:20 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 06, 2023 | Sale | $262.98 | 11,334 | 2,980,623 | 11,479,803 | Nov 07, 2023, 01:58 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 03, 2023 | Sale | $262.61 | 9,376 | 2,462,190 | 11,491,118 | Nov 07, 2023, 01:58 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 01, 2023 | Sale | $254.85 | 12,650 | 3,223,878 | 11,516,506 | Nov 03, 2023, 01:50 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 02, 2023 | Sale | $257.71 | 12,650 | 3,260,057 | 11,500,232 | Nov 03, 2023, 01:50 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 31, 2023 | Sale | $231.24 | 12,650 | 2,925,149 | 11,540,645 | Sep 05, 2023, 04:01 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 01, 2023 | Sale | $235.22 | 11,394 | 2,680,135 | 11,528,382 | Sep 05, 2023, 04:01 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 29, 2023 | Sale | $226.47 | 6,615 | 1,498,109 | 11,555,017 | Aug 31, 2023, 12:57 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 30, 2023 | Sale | $226.91 | 10,315 | 2,340,612 | 11,550,034 | Aug 31, 2023, 12:57 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 25, 2023 | Sale | $221.22 | 12,650 | 2,798,459 | 11,580,520 | Aug 29, 2023, 05:05 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 28, 2023 | Sale | $225.07 | 12,650 | 2,847,132 | 11,570,909 | Aug 29, 2023, 05:05 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 24, 2023 | Sale | $220.23 | 9,415 | 2,073,475 | 11,189,579 | Aug 25, 2023, 03:46 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 23, 2023 | Sale | $218.86 | 8,835 | 1,933,652 | 11,201,803 | Aug 25, 2023, 03:46 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 21, 2023 | Sale | $215.59 | 4,963 | 1,069,986 | 11,212,465 | Aug 23, 2023, 03:45 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 22, 2023 | Sale | $215.35 | 8,809 | 1,897,027 | 11,209,438 | Aug 23, 2023, 03:45 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 17, 2023 | Sale | $221.00 | 12,650 | 2,795,620 | 11,227,795 | Aug 21, 2023, 11:04 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 18, 2023 | Sale | $219.39 | 224 | 49,143 | 11,216,521 | Aug 21, 2023, 11:04 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 16, 2023 | Sale | $219.39 | 7,799 | 1,711,032 | 11,236,156 | Aug 17, 2023, 02:11 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 15, 2023 | Sale | $218.60 | 5,503 | 1,202,964 | 11,238,511 | Aug 17, 2023, 02:11 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 11, 2023 | Sale | $219.42 | 5,650 | 1,239,700 | 11,250,036 | Aug 15, 2023, 03:40 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 14, 2023 | Sale | $219.04 | 3,050 | 668,084 | 11,242,697 | Aug 15, 2023, 03:40 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 10, 2023 | Sale | $219.14 | 8,248 | 1,807,507 | 11,256,547 | Aug 11, 2023, 04:15 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 09, 2023 | Sale | $220.07 | 3,740 | 823,053 | 11,260,606 | Aug 11, 2023, 04:15 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 07, 2023 | Sale | $221.31 | 8,543 | 1,890,659 | 11,276,939 | Aug 09, 2023, 12:47 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 08, 2023 | Sale | $220.64 | 6,022 | 1,328,707 | 11,265,174 | Aug 09, 2023, 12:47 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 03, 2023 | Sale | $225.05 | 9,477 | 2,132,826 | 11,286,237 | Aug 07, 2023, 04:19 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 04, 2023 | Sale | $224.68 | 983 | 220,861 | 11,277,950 | Aug 07, 2023, 04:19 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 02, 2023 | Sale | $226.91 | 120 | 27,229 | 11,288,410 | Aug 03, 2023, 01:20 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 01, 2023 | Sale | $229.98 | 4,695 | 1,079,743 | 11,289,179 | Aug 03, 2023, 01:20 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jul 07, 2023 | Sale | $197.46 | 11,218 | 2,215,058 | 11,315,807 | Jul 11, 2023, 01:43 PM |