| Symbol | Company | Owner | Relationship | Date | Transaction | Cost | # Shares | Value ($) | Total Shares | Filing | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jul 10, 2023 | Sale | $198.17 | 11,684 | 2,315,389 | 11,303,013 | Jul 11, 2023, 01:43 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jul 05, 2023 | Sale | $195.61 | 260 | 50,859 | 11,322,677 | Jul 07, 2023, 03:09 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jul 06, 2023 | Sale | $193.74 | 6,550 | 1,268,979 | 11,316,247 | Jul 07, 2023, 03:09 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jul 03, 2023 | Sale | $195.81 | 6,950 | 1,360,857 | 11,325,647 | Jul 05, 2023, 12:18 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 29, 2023 | Sale | $190.81 | 12,650 | 2,413,781 | 22,342,624 | Jul 03, 2023, 03:11 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 30, 2023 | Sale | $194.47 | 12,650 | 2,460,033 | 11,342,087 | Jul 03, 2023, 03:11 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 27, 2023 | Sale | $187.88 | 12,650 | 2,376,678 | 11,370,388 | Jun 29, 2023, 03:51 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 28, 2023 | Sale | $188.15 | 7,644 | 1,438,199 | 11,356,442 | Jun 29, 2023, 03:51 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 26, 2023 | Sale | $192.92 | 240 | 46,300 | 11,375,481 | Jun 27, 2023, 04:05 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 23, 2023 | Sale | $195.99 | 2,589 | 507,428 | 11,375,961 | Jun 27, 2023, 04:05 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 21, 2023 | Sale | $203.03 | 5,519 | 1,120,544 | 11,379,242 | Jun 23, 2023, 03:23 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 15, 2023 | Sale | $206.05 | 8,473 | 1,745,831 | 11,396,447 | Jun 20, 2023, 03:42 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 16, 2023 | Sale | $207.38 | 4,280 | 887,597 | 11,385,135 | Jun 20, 2023, 03:42 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 14, 2023 | Sale | $204.63 | 3,423 | 700,456 | 11,398,533 | Jun 15, 2023, 04:38 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 13, 2023 | Sale | $203.38 | 10,539 | 2,143,411 | 11,407,791 | Jun 15, 2023, 04:38 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 09, 2023 | Sale | $205.54 | 3,761 | 773,017 | 11,410,856 | Jun 13, 2023, 03:19 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 12, 2023 | Sale | $203.58 | 1 | 204 | 11,410,544 | Jun 13, 2023, 03:19 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 07, 2023 | Sale | $207.24 | 3,517 | 728,847 | 11,423,249 | Jun 09, 2023, 11:20 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 08, 2023 | Sale | $205.79 | 8,478 | 1,744,676 | 11,419,078 | Jun 09, 2023, 11:20 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 06, 2023 | Sale | $206.48 | 7,057 | 1,457,101 | 11,430,192 | Jun 07, 2023, 12:55 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 05, 2023 | Sale | $205.51 | 1,081 | 222,158 | 11,433,358 | Jun 07, 2023, 12:55 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 01, 2023 | Sale | $204.33 | 8,072 | 1,649,340 | 11,443,581 | Jun 05, 2023, 04:10 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 02, 2023 | Sale | $206.77 | 7,432 | 1,536,726 | 11,441,751 | Jun 05, 2023, 04:10 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 30, 2023 | Sale | $203.99 | 12,650 | 2,580,536 | 11,467,105 | Jun 01, 2023, 03:06 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 31, 2023 | Sale | $206.51 | 5,632 | 1,163,051 | 11,450,683 | Jun 01, 2023, 03:06 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 21, 2023 | Sale | $187.25 | 6,151 | 1,151,795 | 11,474,149 | Mar 23, 2023, 01:24 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 17, 2023 | Sale | $185.35 | 503 | 93,234 | 11,482,324 | Mar 21, 2023, 01:54 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 20, 2023 | Sale | $183.63 | 7,948 | 1,459,515 | 11,478,142 | Mar 21, 2023, 01:54 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 16, 2023 | Sale | $186.30 | 11,584 | 2,158,105 | 11,494,191 | Mar 17, 2023, 01:21 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 14, 2023 | Sale | $189.29 | 14,500 | 2,744,704 | 11,508,851 | Mar 15, 2023, 12:55 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 09, 2023 | Sale | $207.71 | 5,022 | 1,043,132 | 11,512,291 | Mar 13, 2023, 12:08 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 10, 2023 | Sale | $200.56 | 140 | 28,079 | 11,508,911 | Mar 13, 2023, 12:08 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 07, 2023 | Sale | $209.27 | 320 | 66,968 | 11,522,693 | Mar 09, 2023, 02:31 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 08, 2023 | Sale | $207.18 | 8,620 | 1,785,875 | 11,514,073 | Mar 09, 2023, 02:31 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 03, 2023 | Sale | $209.13 | 12,893 | 2,696,373 | 11,542,792 | Mar 07, 2023, 02:32 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 06, 2023 | Sale | $212.48 | 9,748 | 2,071,273 | 11,530,401 | Mar 07, 2023, 02:32 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 01, 2023 | Sale | $207.07 | 14,500 | 3,002,583 | 11,559,661 | Mar 03, 2023, 12:46 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 02, 2023 | Sale | $206.76 | 10,127 | 2,093,821 | 11,549,141 | Mar 03, 2023, 12:46 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 27, 2023 | Sale | $207.50 | 12,982 | 2,693,708 | 11,592,987 | Mar 01, 2023, 01:21 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 28, 2023 | Sale | $207.57 | 12,418 | 2,577,652 | 11,576,745 | Mar 01, 2023, 01:21 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 23, 2023 | Sale | $233.82 | 9,273 | 2,168,171 | 11,600,637 | Feb 27, 2023, 04:55 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 22, 2023 | Sale | $232.75 | 8,491 | 1,976,246 | 11,610,951 | Feb 23, 2023, 12:23 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 17, 2023 | Sale | $237.30 | 5,347 | 1,268,869 | 11,616,278 | Feb 21, 2023, 02:43 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 15, 2023 | Sale | $238.44 | 6,362 | 1,516,987 | 11,626,914 | Feb 17, 2023, 05:53 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 16, 2023 | Sale | $238.87 | 2,180 | 520,732 | 11,618,974 | Feb 17, 2023, 05:53 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 14, 2023 | Sale | $237.76 | 3,612 | 858,797 | 11,628,120 | Feb 15, 2023, 12:11 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 13, 2023 | Sale | $236.86 | 8,859 | 2,098,304 | 11,639,238 | Feb 15, 2023, 12:11 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 09, 2023 | Sale | $243.82 | 4,140 | 1,009,398 | 11,643,365 | Feb 13, 2023, 02:29 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 10, 2023 | Sale | $238.13 | 100 | 23,813 | 11,639,805 | Feb 13, 2023, 02:29 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 07, 2023 | Sale | $243.92 | 3,916 | 955,206 | 11,648,315 | Feb 09, 2023, 02:20 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 08, 2023 | Sale | $244.68 | 1,497 | 366,293 | 11,644,442 | Feb 09, 2023, 02:20 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 01, 2023 | Sale | $244.82 | 8,962 | 2,194,071 | 11,665,725 | Feb 03, 2023, 04:08 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 02, 2023 | Sale | $255.96 | 9,805 | 2,509,660 | 11,659,163 | Feb 03, 2023, 04:08 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 03, 2023 | Sale | $217.86 | 2,859 | 622,854 | 11,670,796 | Jan 04, 2023, 05:17 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 29, 2022 | Sale | $217.44 | 9,600 | 2,087,448 | 11,680,664 | Jan 03, 2023, 05:14 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 28, 2022 | Sale | $212.42 | 5,120 | 1,087,593 | 11,682,904 | Dec 29, 2022, 02:54 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 27, 2022 | Sale | $212.95 | 4,357 | 927,817 | 11,686,172 | Dec 29, 2022, 02:54 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 23, 2022 | Sale | $214.32 | 1,406 | 301,337 | 11,690,281 | Dec 27, 2022, 03:23 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 21, 2022 | Sale | $214.21 | 14,500 | 3,106,036 | 11,711,250 | Dec 23, 2022, 10:13 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 22, 2022 | Sale | $214.69 | 6,363 | 1,366,098 | 11,692,096 | Dec 23, 2022, 10:13 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 19, 2022 | Sale | $214.43 | 14,500 | 3,109,221 | 11,715,230 | Dec 21, 2022, 12:06 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 20, 2022 | Sale | $213.57 | 2,800 | 598,008 | 11,712,970 | Dec 21, 2022, 12:06 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 13, 2022 | Sale | $235.28 | 10,505 | 2,471,660 | 11,740,120 | Dec 15, 2022, 02:15 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 14, 2022 | Sale | $232.98 | 1,260 | 293,553 | 11,729,745 | Dec 15, 2022, 02:15 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 09, 2022 | Sale | $235.86 | 946 | 223,122 | 11,742,295 | Dec 13, 2022, 12:28 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 12, 2022 | Sale | $232.60 | 800 | 186,082 | 11,741,495 | Dec 13, 2022, 12:28 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 08, 2022 | Sale | $238.36 | 5,207 | 1,241,140 | 11,745,198 | Dec 09, 2022, 04:05 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 07, 2022 | Sale | $238.04 | 7,510 | 1,787,694 | 11,811,498 | Dec 09, 2022, 04:05 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 08, 2022 | Gift | - | 56,000 | - | 11,748,448 | Dec 09, 2022, 04:05 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 06, 2022 | Sale | $239.94 | 120 | 28,793 | 11,811,958 | Dec 07, 2022, 07:34 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 01, 2022 | Sale | $248.23 | 7,853 | 1,949,382 | 12,425,111 | Dec 05, 2022, 01:53 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 02, 2022 | Sale | $249.69 | 5,400 | 1,348,321 | 12,413,888 | Dec 05, 2022, 01:53 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 29, 2022 | Sale | $240.41 | 781 | 187,763 | 12,432,856 | Dec 01, 2022, 05:17 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 30, 2022 | Sale | $241.43 | 7,525 | 1,816,776 | 12,431,665 | Dec 01, 2022, 05:17 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 25, 2022 | Sale | $246.32 | 5,400 | 1,330,141 | 12,435,999 | Nov 29, 2022, 01:33 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 28, 2022 | Sale | $245.55 | 121 | 29,712 | 12,433,637 | Nov 29, 2022, 01:33 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 23, 2022 | Sale | $245.89 | 6,700 | 1,647,487 | 12,445,758 | Nov 28, 2022, 05:43 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 22, 2022 | Sale | $241.48 | 6,417 | 1,549,598 | 12,451,458 | Nov 23, 2022, 05:40 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 21, 2022 | Sale | $239.73 | 10,394 | 2,491,703 | 12,460,392 | Nov 23, 2022, 05:40 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 18, 2022 | Sale | $240.50 | 2,531 | 608,706 | 12,464,284 | Nov 21, 2022, 02:28 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 11, 2022 | Sale | $245.30 | 7,531 | 1,847,360 | 12,484,728 | Nov 21, 2022, 12:47 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 14, 2022 | Sale | $244.93 | 1,061 | 259,871 | 12,479,519 | Nov 21, 2022, 12:47 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 16, 2022 | Sale | $245.43 | 5,100 | 1,251,705 | 12,468,830 | Nov 17, 2022, 03:49 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 15, 2022 | Sale | $244.11 | 9,219 | 2,250,449 | 12,479,399 | Nov 17, 2022, 03:49 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 09, 2022 | Sale | $234.84 | 503 | 118,125 | 12,500,908 | Nov 14, 2022, 10:07 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 10, 2022 | Sale | $241.68 | 12,797 | 3,092,769 | 12,500,901 | Nov 14, 2022, 10:07 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 07, 2022 | Sale | $231.38 | 2,365 | 547,209 | 12,511,800 | Nov 09, 2022, 12:52 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 08, 2022 | Sale | $233.93 | 9,889 | 2,313,297 | 12,511,182 | Nov 09, 2022, 12:52 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 04, 2022 | Sale | $230.63 | 10,560 | 2,435,459 | 12,523,205 | Nov 07, 2022, 02:36 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 30, 2022 | Sale | $214.53 | 2,940 | 630,732 | 12,225,651 | Oct 04, 2022, 02:49 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 03, 2022 | Sale | $214.68 | 51 | 10,949 | 12,223,200 | Oct 04, 2022, 02:49 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 28, 2022 | Sale | $214.60 | 8,820 | 1,892,734 | 12,235,975 | Sep 30, 2022, 12:31 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 29, 2022 | Sale | $214.38 | 1,377 | 295,195 | 12,226,211 | Sep 30, 2022, 12:31 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 26, 2022 | Sale | $215.02 | 305 | 65,580 | 12,242,138 | Sep 28, 2022, 02:52 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 27, 2022 | Sale | $211.00 | 5,750 | 1,213,272 | 12,237,996 | Sep 28, 2022, 02:52 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 22, 2022 | Sale | $219.27 | 20 | 4,385 | 12,242,543 | Sep 26, 2022, 11:16 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 23, 2022 | Sale | $216.17 | 100 | 21,617 | 12,242,443 | Sep 26, 2022, 11:16 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 21, 2022 | Sale | $225.43 | 4,970 | 1,120,363 | 12,246,018 | Sep 22, 2022, 01:29 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 20, 2022 | Sale | $225.35 | 11,988 | 2,701,543 | 12,259,101 | Sep 22, 2022, 01:29 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 16, 2022 | Sale | $226.82 | 600 | 136,094 | 12,264,023 | Sep 20, 2022, 05:25 PM |