| Symbol | Company | Owner | Relationship | Date | Transaction | Cost | # Shares | Value ($) | Total Shares | Filing | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 | |
| 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 |
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