| Symbol | Company | Owner | Relationship | Date | Transaction | Cost | # Shares | Value ($) | Total Shares | Filing | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 19, 2022 | Sale | $223.84 | 4,502 | 1,007,723 | 12,259,521 | Sep 20, 2022, 05:25 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 14, 2022 | Sale | $233.34 | 3,195 | 745,525 | 12,267,752 | Sep 16, 2022, 01:45 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 15, 2022 | Sale | $231.22 | 1,110 | 256,653 | 12,264,980 | Sep 16, 2022, 01:45 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 12, 2022 | Sale | $246.17 | 8,747 | 2,153,214 | 12,276,146 | Sep 14, 2022, 02:34 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 08, 2022 | Sale | $239.43 | 7,000 | 1,676,039 | 12,292,454 | Sep 12, 2022, 12:19 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 09, 2022 | Sale | $244.89 | 8,009 | 1,961,302 | 12,285,584 | Sep 12, 2022, 12:19 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 06, 2022 | Sale | $228.78 | 9,188 | 2,102,022 | 12,308,918 | Sep 08, 2022, 02:57 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 07, 2022 | Sale | $234.79 | 8,053 | 1,890,730 | 12,300,497 | Sep 08, 2022, 02:57 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 02, 2022 | Sale | $230.70 | 2,213 | 510,533 | 12,311,413 | Sep 06, 2022, 01:35 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 31, 2022 | Sale | $229.39 | 8,211 | 1,883,540 | 12,322,106 | Sep 02, 2022, 01:36 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 01, 2022 | Sale | $228.24 | 7,280 | 1,661,562 | 12,316,511 | Sep 02, 2022, 01:36 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 29, 2022 | Sale | $231.66 | 7,154 | 1,657,305 | 12,336,025 | Aug 31, 2022, 03:18 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 30, 2022 | Sale | $229.95 | 4,680 | 1,076,166 | 12,327,869 | Aug 31, 2022, 03:18 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 26, 2022 | Sale | $239.26 | 1,140 | 272,760 | 12,340,343 | Aug 29, 2022, 02:27 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 25, 2022 | Sale | $236.41 | 10,293 | 2,433,355 | 12,348,418 | Aug 29, 2022, 02:27 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 23, 2022 | Sale | $239.04 | 180 | 43,027 | 12,359,381 | Aug 25, 2022, 03:07 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 24, 2022 | Sale | $235.54 | 8,485 | 1,998,585 | 12,351,957 | Aug 25, 2022, 03:07 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 17, 2022 | Sale | $256.87 | 2,136 | 548,682 | 12,361,969 | Aug 19, 2022, 05:12 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 18, 2022 | Sale | $255.38 | 2,368 | 604,732 | 12,359,768 | Aug 19, 2022, 05:12 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 16, 2022 | Sale | $259.02 | 261 | 67,603 | 12,364,065 | Aug 17, 2022, 05:29 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 15, 2022 | Sale | $258.83 | 7,715 | 1,996,841 | 12,369,749 | Aug 17, 2022, 05:29 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 11, 2022 | Sale | $257.77 | 995 | 256,481 | 12,378,242 | Aug 15, 2022, 01:51 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 12, 2022 | Sale | $256.11 | 5,777 | 1,479,519 | 12,377,578 | Aug 15, 2022, 01:51 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 10, 2022 | Sale | $255.32 | 10,529 | 2,688,295 | 12,389,207 | Aug 11, 2022, 02:38 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 08, 2022 | Sale | $250.39 | 8,015 | 2,006,840 | 12,397,237 | Aug 09, 2022, 04:55 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 05, 2022 | Sale | $248.96 | 3,323 | 827,280 | 12,397,547 | Aug 09, 2022, 04:55 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 03, 2022 | Sale | $245.43 | 14,500 | 3,558,802 | 12,422,760 | Aug 05, 2022, 02:42 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 04, 2022 | Sale | $248.91 | 7,900 | 1,966,380 | 12,407,882 | Aug 05, 2022, 02:42 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 01, 2022 | Sale | $254.35 | 120 | 30,522 | 12,423,080 | Aug 03, 2022, 01:36 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 17, 2022 | Sale | $228.07 | 45 | 10,263 | 12,423,243 | Jun 21, 2022, 03:23 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 14, 2022 | Sale | $226.60 | 14,500 | 3,285,728 | 12,449,611 | Jun 16, 2022, 01:34 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 15, 2022 | Sale | $233.65 | 14,500 | 3,387,907 | 12,437,185 | Jun 16, 2022, 01:34 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 08, 2022 | Sale | $245.83 | 126 | 30,975 | 12,456,826 | Jun 10, 2022, 03:17 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 09, 2022 | Sale | $242.23 | 4,581 | 1,109,669 | 12,455,666 | Jun 10, 2022, 03:17 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 07, 2022 | Sale | $244.78 | 9,174 | 2,245,585 | 12,465,686 | Jun 08, 2022, 03:46 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 06, 2022 | Sale | $246.40 | 4,582 | 1,128,997 | 12,468,738 | Jun 08, 2022, 03:46 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 02, 2022 | Sale | $251.67 | 9,882 | 2,486,958 | 12,480,230 | Jun 06, 2022, 12:52 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 31, 2022 | Sale | $261.84 | 120 | 31,421 | 12,482,662 | Jun 02, 2022, 12:47 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 01, 2022 | Sale | $258.94 | 2,072 | 536,526 | 12,482,092 | Jun 02, 2022, 12:47 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 27, 2022 | Sale | $260.70 | 7,705 | 2,008,662 | 12,490,367 | May 31, 2022, 05:17 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 26, 2022 | Sale | $251.93 | 8,164 | 2,056,719 | 12,498,551 | May 31, 2022, 05:17 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 25, 2022 | Sale | $245.62 | 10,377 | 2,548,814 | 12,508,688 | May 26, 2022, 10:13 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 20, 2022 | Sale | $240.87 | 10,129 | 2,439,801 | 12,529,394 | May 24, 2022, 11:54 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 23, 2022 | Sale | $246.59 | 10,627 | 2,620,560 | 12,519,182 | May 24, 2022, 11:54 AM |
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