| Symbol | Company | Owner | Relationship | Date | Transaction | Cost | # Shares | Value ($) | Total Shares | Filing | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 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 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 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 | 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 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 | 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 13, 2022 | Sale | $318.31 | 1,334 | 424,630 | 13,036,732 | Jan 18, 2022, 03:57 PM | |
| 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 |
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