| Symbol | Company | Owner | Relationship | Date | Transaction | Cost | # Shares | Value ($) | Total Shares | Filing | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 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 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 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 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 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 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 | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 19, 2022 | Sale | $236.18 | 11,846 | 2,797,821 | 12,541,050 | May 20, 2022, 11:02 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 16, 2022 | Sale | $242.19 | 800 | 193,755 | 12,553,048 | May 18, 2022, 12:23 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 17, 2022 | Sale | $242.22 | 11,418 | 2,765,614 | 12,551,933 | May 18, 2022, 12:23 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 12, 2022 | Sale | $233.73 | 7,345 | 1,716,748 | 12,570,905 | May 16, 2022, 04:55 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 13, 2022 | Sale | $240.13 | 14,500 | 3,481,924 | 12,568,128 | May 16, 2022, 04:55 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 11, 2022 | Sale | $239.39 | 3,606 | 863,235 | 12,578,214 | May 12, 2022, 09:59 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 10, 2022 | Sale | $236.94 | 12,385 | 2,934,456 | 12,589,869 | May 12, 2022, 09:59 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 06, 2022 | Sale | $251.71 | 100 | 25,171 | 12,591,684 | May 10, 2022, 12:35 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 04, 2022 | Sale | $258.12 | 9,007 | 2,324,842 | 12,598,156 | May 06, 2022, 05:36 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 02, 2022 | Sale | $252.70 | 9,309 | 2,352,429 | 12,615,196 | May 04, 2022, 11:29 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 03, 2022 | Sale | $254.92 | 13,100 | 3,339,435 | 12,613,496 | May 04, 2022, 11:29 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Apr 04, 2022 | Sale | $273.34 | 15,077 | 4,121,179 | 12,637,996 | Apr 05, 2022, 12:15 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 31, 2022 | Sale | $279.21 | 3,707 | 1,035,033 | 12,642,509 | Apr 04, 2022, 11:06 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Apr 01, 2022 | Sale | $272.60 | 2,200 | 599,722 | 12,638,827 | Apr 04, 2022, 11:06 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 29, 2022 | Sale | $279.55 | 16,172 | 4,520,826 | 12,673,570 | Mar 31, 2022, 05:56 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 30, 2022 | Sale | $280.21 | 13,614 | 3,814,730 | 12,652,200 | Mar 31, 2022, 05:56 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 28, 2022 | Sale | $271.92 | 8,976 | 2,440,768 | 12,682,367 | Mar 29, 2022, 01:33 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 25, 2022 | Sale | $268.24 | 10,050 | 2,695,774 | 12,685,274 | Mar 29, 2022, 01:33 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 24, 2022 | Sale | $268.72 | 11,429 | 3,071,152 | 12,699,491 | Mar 25, 2022, 10:24 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 21, 2022 | Sale | $281.97 | 3,506 | 988,588 | 12,714,980 | Mar 23, 2022, 05:12 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 22, 2022 | Sale | $282.01 | 9,337 | 2,633,167 | 12,711,012 | Mar 23, 2022, 05:12 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 18, 2022 | Sale | $280.29 | 14,025 | 3,931,041 | 12,731,143 | Mar 21, 2022, 05:19 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 17, 2022 | Sale | $273.09 | 11,706 | 3,196,829 | 12,741,261 | Mar 21, 2022, 05:19 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 15, 2022 | Sale | $262.46 | 15,054 | 3,951,123 | 12,775,601 | Mar 17, 2022, 01:14 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 16, 2022 | Sale | $267.10 | 17,688 | 4,724,409 | 12,759,887 | Mar 17, 2022, 01:14 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 11, 2022 | Sale | $263.62 | 9,683 | 2,552,587 | 12,796,892 | Mar 15, 2022, 04:50 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 14, 2022 | Sale | $262.12 | 13,618 | 3,569,569 | 12,784,729 | Mar 15, 2022, 04:50 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 10, 2022 | Sale | $268.66 | 150 | 40,299 | 12,799,042 | Mar 11, 2022, 10:44 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 09, 2022 | Sale | $268.78 | 11,937 | 3,208,452 | 12,810,319 | Mar 11, 2022, 10:44 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 07, 2022 | Sale | $266.43 | 579 | 154,261 | 12,824,253 | Mar 09, 2022, 12:02 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 08, 2022 | Sale | $257.16 | 13,124 | 3,374,980 | 12,822,319 | Mar 09, 2022, 12:02 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 03, 2022 | Sale | $271.40 | 11,922 | 3,235,635 | 12,831,484 | Mar 07, 2022, 01:35 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 28, 2022 | Sale | $281.05 | 12,222 | 3,435,051 | 12,859,745 | Mar 01, 2022, 05:56 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 25, 2022 | Sale | $276.15 | 19,022 | 5,253,015 | 12,888,601 | Mar 01, 2022, 05:56 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 23, 2022 | Sale | $270.51 | 4,247 | 1,148,871 | 12,905,890 | Feb 25, 2022, 09:57 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 24, 2022 | Sale | $265.26 | 13,499 | 3,580,707 | 12,899,500 | Feb 25, 2022, 09:57 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 18, 2022 | Sale | $273.85 | 9,819 | 2,688,908 | 12,916,808 | Feb 23, 2022, 05:18 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 22, 2022 | Sale | $273.14 | 4,545 | 1,241,405 | 12,907,598 | Feb 23, 2022, 05:18 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 15, 2022 | Sale | $282.19 | 13,772 | 3,886,387 | 12,938,811 | Feb 17, 2022, 04:12 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 16, 2022 | Sale | $281.05 | 4,428 | 1,244,507 | 12,921,761 | Feb 17, 2022, 04:12 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 11, 2022 | Sale | $294.49 | 5,149 | 1,516,314 | 12,942,358 | Feb 15, 2022, 01:37 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 14, 2022 | Sale | $284.79 | 700 | 199,354 | 12,939,981 | Feb 15, 2022, 01:37 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 10, 2022 | Sale | $296.08 | 12,508 | 3,703,425 | 12,951,968 | Feb 11, 2022, 03:29 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 09, 2022 | Sale | $295.29 | 10,882 | 3,213,397 | 12,969,050 | Feb 11, 2022, 03:29 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 07, 2022 | Sale | $295.48 | 12,171 | 3,596,227 | 12,979,121 | Feb 09, 2022, 09:57 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 08, 2022 | Sale | $292.27 | 333 | 97,326 | 12,969,234 | Feb 09, 2022, 09:57 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 03, 2022 | Sale | $294.24 | 950 | 279,530 | 12,994,208 | Feb 07, 2022, 02:41 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 04, 2022 | Sale | $294.08 | 12,504 | 3,677,121 | 12,993,021 | Feb 07, 2022, 02:41 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 01, 2022 | Sale | $287.61 | 12,629 | 3,632,208 | 13,018,568 | Feb 03, 2022, 11:15 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 02, 2022 | Sale | $294.14 | 15,413 | 4,533,539 | 13,010,521 | Feb 03, 2022, 11:15 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 24, 2022 | Sale | $281.22 | 1,116 | 313,847 | 13,024,282 | Jan 26, 2022, 11:12 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 20, 2022 | Sale | $292.00 | 3,457 | 1,009,435 | 13,027,570 | Jan 24, 2022, 10:09 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 21, 2022 | Sale | $285.07 | 149 | 42,476 | 13,024,432 | Jan 24, 2022, 10:09 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 19, 2022 | Sale | $295.44 | 6,810 | 2,011,927 | 13,032,957 | Jan 20, 2022, 04:26 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 18, 2022 | Sale | $295.19 | 100 | 29,519 | 13,034,732 | Jan 20, 2022, 04:26 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 13, 2022 | Sale | $318.31 | 1,334 | 424,630 | 13,036,732 | Jan 18, 2022, 03:57 PM |