| Symbol | Company | Owner | Relationship | Date | Transaction | Cost | # Shares | Value ($) | Total Shares | Filing | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 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 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 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 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 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 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 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 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 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 | |
| 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 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 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 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 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 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 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 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 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 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 | $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 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 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 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 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 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 | 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 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 | 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 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 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 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 21, 2024 | Sale | $272.65 | 3,748 | 1,021,904 | 10,883,563 | Feb 23, 2024, 04:41 PM |
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