| Symbol | Company | Owner | Relationship | Date | Transaction | Cost | # Shares | Value ($) | Total Shares | Filing | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 14, 2022 | Sale | $298.09 | 866 | 258,148 | 13,034,875 | Jan 18, 2022, 03:57 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 11, 2022 | Sale | $304.84 | 18,030 | 5,496,212 | 13,082,663 | Jan 13, 2022, 03:48 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 12, 2022 | Sale | $308.93 | 29,000 | 8,958,968 | 13,063,225 | Jan 13, 2022, 03:48 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 07, 2022 | Sale | $315.69 | 786 | 248,135 | 13,084,062 | Jan 11, 2022, 12:24 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 06, 2022 | Sale | $320.74 | 183 | 58,696 | 13,084,848 | Jan 07, 2022, 10:51 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 05, 2022 | Sale | $335.30 | 1,619 | 542,852 | 13,085,181 | Jan 07, 2022, 10:51 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 03, 2022 | Sale | $341.35 | 1,850 | 631,499 | 13,096,664 | Jan 05, 2022, 04:53 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 04, 2022 | Sale | $335.59 | 9,659 | 3,241,470 | 13,088,195 | Jan 05, 2022, 04:53 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 30, 2021 | Sale | $343.46 | 4,292 | 1,474,113 | 13,106,857 | Jan 03, 2022, 10:37 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 31, 2021 | Sale | $342.16 | 8,506 | 2,910,447 | 13,104,015 | Jan 03, 2022, 10:37 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 28, 2021 | Sale | $346.21 | 8,689 | 3,008,241 | 13,121,960 | Dec 30, 2021, 10:39 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 29, 2021 | Sale | $345.58 | 8,449 | 2,919,770 | 13,113,498 | Dec 30, 2021, 10:39 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 23, 2021 | Sale | $339.22 | 9,375 | 3,180,213 | 13,145,829 | Dec 28, 2021, 11:50 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 27, 2021 | Sale | $343.99 | 8,859 | 3,047,394 | 13,136,901 | Dec 28, 2021, 11:50 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 22, 2021 | Sale | $336.36 | 10,000 | 3,363,578 | 13,149,189 | Dec 23, 2021, 02:08 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 21, 2021 | Sale | $333.69 | 11,179 | 3,730,314 | 13,166,908 | Dec 23, 2021, 02:08 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 17, 2021 | Sale | $335.73 | 9,021 | 3,028,662 | 13,175,607 | Dec 21, 2021, 05:33 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 20, 2021 | Sale | $330.12 | 1,100 | 363,130 | 13,167,508 | Dec 21, 2021, 05:33 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 15, 2021 | Sale | $327.89 | 13,591 | 4,456,419 | 13,210,315 | Dec 17, 2021, 04:53 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 16, 2021 | Sale | $334.42 | 19,295 | 6,452,668 | 13,195,792 | Dec 17, 2021, 04:53 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 14, 2021 | Sale | $324.42 | 10,419 | 3,380,099 | 13,219,668 | Dec 15, 2021, 04:31 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 13, 2021 | Sale | $323.89 | 9,277 | 3,004,758 | 13,228,807 | Dec 15, 2021, 04:31 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 08, 2021 | Gift | - | 33,680 | - | 13,243,063 | Dec 13, 2021, 11:44 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 09, 2021 | Sale | $324.58 | 2,336 | 758,217 | 13,240,827 | Dec 13, 2021, 11:44 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 10, 2021 | Sale | $321.34 | 10,516 | 3,379,226 | 13,240,530 | Dec 13, 2021, 11:44 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 08, 2021 | Sale | $322.97 | 8,053 | 2,600,848 | 13,283,572 | Dec 09, 2021, 12:50 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 07, 2021 | Sale | $321.20 | 10,112 | 3,247,945 | 13,294,610 | Dec 09, 2021, 12:50 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 03, 2021 | Sale | $320.71 | 648 | 207,822 | 13,306,022 | Dec 07, 2021, 10:47 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 06, 2021 | Sale | $314.54 | 10,898 | 3,427,875 | 13,301,452 | Dec 07, 2021, 10:47 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 01, 2021 | Sale | $314.41 | 14,604 | 4,591,681 | 13,331,607 | Dec 03, 2021, 04:01 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 02, 2021 | Sale | $318.43 | 11,767 | 3,747,021 | 13,318,090 | Dec 03, 2021, 04:01 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 29, 2021 | Sale | $318.39 | 10,825 | 3,446,520 | 13,343,550 | Dec 01, 2021, 04:59 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 23, 2021 | Sale | $317.00 | 6,400 | 2,028,808 | 13,353,596 | Nov 26, 2021, 12:05 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 24, 2021 | Sale | $318.21 | 7,437 | 2,366,565 | 13,348,265 | Nov 26, 2021, 12:05 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 19, 2021 | Sale | $325.02 | 7,778 | 2,527,978 | 13,364,182 | Nov 23, 2021, 01:45 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 22, 2021 | Sale | $323.58 | 1,776 | 574,681 | 13,358,411 | Nov 23, 2021, 01:45 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 17, 2021 | Sale | $320.94 | 5,258 | 1,687,512 | 13,377,209 | Nov 19, 2021, 04:25 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 18, 2021 | Sale | $322.39 | 8,952 | 2,886,062 | 13,375,117 | Nov 19, 2021, 04:25 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 15, 2021 | Sale | $317.29 | 2,462 | 781,168 | 13,392,492 | Nov 17, 2021, 12:24 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 16, 2021 | Sale | $319.77 | 9,600 | 3,069,814 | 13,390,517 | Nov 17, 2021, 12:24 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 12, 2021 | Sale | $317.34 | 8,915 | 2,829,108 | 13,402,032 | Nov 15, 2021, 01:25 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 11, 2021 | Sale | $314.38 | 10,730 | 3,373,289 | 13,411,795 | Nov 15, 2021, 01:25 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 09, 2021 | Sale | $311.82 | 6,739 | 2,101,357 | 13,425,221 | Nov 12, 2021, 12:07 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 10, 2021 | Sale | $312.46 | 9,509 | 2,971,182 | 13,418,194 | Nov 12, 2021, 12:07 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 05, 2021 | Sale | $314.44 | 2,213 | 695,864 | 13,435,273 | Nov 09, 2021, 01:43 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 08, 2021 | Sale | $312.17 | 4,792 | 1,495,918 | 13,429,418 | Nov 09, 2021, 01:43 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 04, 2021 | Sale | $313.74 | 8,894 | 2,790,429 | 13,444,932 | Nov 05, 2021, 10:13 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 03, 2021 | Sale | $311.00 | 5,751 | 1,788,534 | 13,445,184 | Nov 05, 2021, 10:13 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 01, 2021 | Sale | $315.83 | 2,812 | 888,127 | 13,454,100 | Nov 03, 2021, 12:14 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 02, 2021 | Sale | $316.20 | 3,212 | 1,015,642 | 13,452,746 | Nov 03, 2021, 12:14 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 15, 2021 | Sale | $273.77 | 7,400 | 2,025,890 | 13,463,979 | Oct 19, 2021, 12:55 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 18, 2021 | Sale | $275.08 | 3,719 | 1,023,020 | 13,459,980 | Oct 19, 2021, 12:55 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 13, 2021 | Sale | $267.49 | 8,292 | 2,218,013 | 13,478,266 | Oct 15, 2021, 12:13 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 14, 2021 | Sale | $271.22 | 7,509 | 2,036,625 | 13,475,008 | Oct 15, 2021, 12:13 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 08, 2021 | Sale | $272.96 | 10,593 | 2,891,505 | 13,500,676 | Oct 13, 2021, 03:17 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 11, 2021 | Sale | $273.17 | 4,547 | 1,242,104 | 13,491,173 | Oct 13, 2021, 03:17 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 12, 2021 | Sale | $346.37 | 4,526 | 1,567,666 | 13,484,823 | Oct 13, 2021, 03:17 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 06, 2021 | Sale | $264.72 | 7,996 | 2,116,708 | 13,521,048 | Oct 08, 2021, 12:16 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 07, 2021 | Sale | $271.06 | 11,036 | 2,991,405 | 13,514,173 | Oct 08, 2021, 12:16 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 05, 2021 | Sale | $260.68 | 10,322 | 2,690,702 | 13,532,446 | Oct 06, 2021, 04:26 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 30, 2021 | Sale | $265.46 | 2,550 | 676,922 | 13,544,900 | Oct 04, 2021, 11:38 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 01, 2021 | Sale | $260.36 | 9,880 | 2,572,367 | 13,541,600 | Oct 04, 2021, 11:38 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 29, 2021 | Sale | $268.92 | 3,437 | 924,267 | 13,547,418 | Sep 30, 2021, 02:27 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 28, 2021 | Sale | $271.53 | 310 | 84,174 | 13,548,687 | Sep 30, 2021, 02:27 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 24, 2021 | Sale | $278.18 | 9,634 | 2,679,990 | 13,557,462 | Sep 28, 2021, 01:09 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 27, 2021 | Sale | $277.68 | 250 | 69,420 | 13,548,997 | Sep 28, 2021, 01:09 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 22, 2021 | Sale | $272.78 | 9,036 | 2,464,810 | 13,574,034 | Sep 24, 2021, 11:45 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 23, 2021 | Sale | $276.40 | 8,977 | 2,481,217 | 13,567,369 | Sep 24, 2021, 11:45 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 20, 2021 | Sale | $275.12 | 1,195 | 328,771 | 13,582,391 | Sep 22, 2021, 11:01 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 21, 2021 | Sale | $273.15 | 5,397 | 1,474,181 | 13,578,499 | Sep 22, 2021, 11:01 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 16, 2021 | Sale | $276.46 | 9,005 | 2,489,504 | 13,593,236 | Sep 20, 2021, 10:51 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 17, 2021 | Sale | $275.39 | 2,946 | 811,302 | 13,583,549 | Sep 20, 2021, 10:51 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 15, 2021 | Sale | $275.08 | 8,000 | 2,200,624 | 13,601,637 | Sep 16, 2021, 01:01 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 14, 2021 | Sale | $272.78 | 12,089 | 3,297,656 | 13,611,036 | Sep 16, 2021, 01:01 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 10, 2021 | Sale | $281.65 | 7,018 | 1,976,636 | 13,619,424 | Sep 14, 2021, 03:56 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 13, 2021 | Sale | $278.13 | 353 | 98,178 | 13,615,626 | Sep 14, 2021, 03:56 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 08, 2021 | Sale | $278.70 | 12,231 | 3,408,835 | 13,632,143 | Sep 10, 2021, 01:21 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 09, 2021 | Sale | $282.34 | 7,886 | 2,226,519 | 13,630,683 | Sep 10, 2021, 01:21 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 07, 2021 | Sale | $279.82 | 9,297 | 2,601,492 | 13,650,226 | Sep 08, 2021, 03:09 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 03, 2021 | Sale | $278.47 | 9,500 | 2,645,457 | 13,660,696 | Sep 08, 2021, 03:09 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 01, 2021 | Sale | $273.38 | 11,641 | 3,182,424 | 13,684,955 | Sep 03, 2021, 01:07 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 02, 2021 | Sale | $280.39 | 12,103 | 3,393,504 | 13,672,287 | Sep 03, 2021, 01:07 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 31, 2021 | Sale | $268.80 | 9,788 | 2,631,019 | 13,694,657 | Sep 01, 2021, 12:56 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 30, 2021 | Sale | $264.85 | 11,194 | 2,964,744 | 13,705,850 | Sep 01, 2021, 12:56 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 26, 2021 | Sale | $264.06 | 2,876 | 759,428 | 13,709,699 | Aug 30, 2021, 01:52 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 27, 2021 | Sale | $262.68 | 3,162 | 830,608 | 13,707,590 | Aug 30, 2021, 01:52 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 24, 2021 | Sale | $263.21 | 6,694 | 1,761,934 | 13,723,229 | Aug 26, 2021, 04:28 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 25, 2021 | Sale | $264.81 | 7,900 | 2,091,973 | 13,720,275 | Aug 26, 2021, 04:28 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 23, 2021 | Sale | $262.47 | 7,733 | 2,029,697 | 18,231,985 | Aug 24, 2021, 12:55 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 20, 2021 | Sale | $262.22 | 8,834 | 2,316,432 | 18,241,938 | Aug 24, 2021, 12:55 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 18, 2021 | Sale | $263.33 | 350 | 92,165 | 18,254,500 | Aug 20, 2021, 09:56 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 19, 2021 | Sale | $259.47 | 10,764 | 2,792,984 | 18,253,221 | Aug 20, 2021, 09:56 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 16, 2021 | Sale | $265.38 | 10,505 | 2,787,790 | 18,269,880 | Aug 18, 2021, 05:43 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 17, 2021 | Sale | $266.09 | 5,075 | 1,350,386 | 18,256,042 | Aug 18, 2021, 05:43 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 12, 2021 | Sale | $260.60 | 6,726 | 1,752,826 | 18,277,748 | Aug 16, 2021, 01:04 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 13, 2021 | Sale | $260.53 | 7,209 | 1,878,197 | 18,271,250 | Aug 16, 2021, 01:04 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 10, 2021 | Sale | $264.34 | 2,066 | 546,133 | 18,292,977 | Aug 12, 2021, 03:33 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 11, 2021 | Sale | $261.29 | 7,455 | 1,947,930 | 18,285,821 | Aug 12, 2021, 03:33 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 09, 2021 | Sale | $263.11 | 9,251 | 2,434,031 | 18,302,803 | Aug 10, 2021, 06:24 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 06, 2021 | Sale | $261.22 | 9,218 | 2,407,917 | 18,306,465 | Aug 10, 2021, 06:24 PM |