| Symbol | Company | Owner | Relationship | Date | Transaction | Cost | # Shares | Value ($) | Total Shares | Filing | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 04, 2021 | Sale | $267.45 | 15,722 | 4,204,834 | 18,328,227 | Aug 06, 2021, 01:08 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 05, 2021 | Sale | $265.90 | 300 | 79,769 | 18,312,505 | Aug 06, 2021, 01:08 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 02, 2021 | Sale | $256.81 | 15,746 | 4,043,771 | 18,356,405 | Aug 04, 2021, 01:13 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 03, 2021 | Sale | $260.93 | 12,757 | 3,328,705 | 18,338,834 | Aug 04, 2021, 01:13 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jul 23, 2021 | Sale | $249.06 | 3,639 | 906,324 | 18,360,369 | Jul 27, 2021, 05:25 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jul 21, 2021 | Sale | $252.83 | 8,745 | 2,210,976 | 18,367,460 | Jul 23, 2021, 12:07 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jul 22, 2021 | Sale | $252.07 | 15 | 3,781 | 18,360,519 | Jul 23, 2021, 12:07 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jul 20, 2021 | Sale | $250.78 | 10,781 | 2,703,683 | 18,380,010 | Jul 21, 2021, 01:14 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jul 15, 2021 | Sale | $248.03 | 465 | 115,333 | 18,390,263 | Jul 19, 2021, 11:48 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jul 16, 2021 | Sale | $247.80 | 10,203 | 2,528,330 | 18,386,316 | Jul 19, 2021, 11:48 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jul 14, 2021 | Sale | $249.93 | 253 | 63,233 | 18,390,728 | Jul 15, 2021, 02:02 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jul 13, 2021 | Sale | $252.56 | 1,541 | 389,193 | 18,390,981 | Jul 15, 2021, 02:02 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jul 09, 2021 | Sale | $252.24 | 7,829 | 1,974,811 | 18,401,472 | Jul 13, 2021, 06:23 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jul 12, 2021 | Sale | $252.81 | 7,249 | 1,832,616 | 18,395,638 | Jul 13, 2021, 06:23 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jul 06, 2021 | Sale | $257.12 | 9,155 | 2,353,912 | 18,417,678 | Jul 08, 2021, 11:30 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jul 07, 2021 | Sale | $258.25 | 9,014 | 2,327,863 | 18,415,874 | Jul 08, 2021, 11:30 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jul 01, 2021 | Sale | $256.80 | 324 | 83,203 | 18,437,691 | Jul 06, 2021, 12:50 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jul 02, 2021 | Sale | $255.90 | 11,823 | 3,025,471 | 18,435,653 | Jul 06, 2021, 12:50 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 29, 2021 | Sale | $255.73 | 9,415 | 2,407,714 | 18,458,095 | Jul 01, 2021, 02:11 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 30, 2021 | Sale | $257.07 | 11,064 | 2,844,191 | 18,446,989 | Jul 01, 2021, 02:11 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 28, 2021 | Sale | $251.04 | 8,620 | 2,163,930 | 18,466,689 | Jun 29, 2021, 05:13 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 25, 2021 | Sale | $248.12 | 11,654 | 2,891,567 | 18,475,891 | Jun 29, 2021, 05:13 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 23, 2021 | Sale | $247.74 | 6,611 | 1,637,783 | 18,482,397 | Jun 25, 2021, 11:08 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 24, 2021 | Sale | $247.12 | 3,728 | 921,282 | 18,480,219 | Jun 25, 2021, 11:08 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 21, 2021 | Sale | $246.12 | 9,789 | 2,409,259 | 18,507,114 | Jun 23, 2021, 06:19 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 22, 2021 | Sale | $248.33 | 8,679 | 2,155,253 | 18,497,371 | Jun 23, 2021, 06:19 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 18, 2021 | Sale | $243.55 | 5,569 | 1,356,307 | 18,507,553 | Jun 21, 2021, 03:14 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 17, 2021 | Sale | $242.49 | 9,487 | 2,300,498 | 18,521,897 | Jun 21, 2021, 03:14 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 11, 2021 | Sale | $235.58 | 10,240 | 2,412,359 | 18,562,363 | Jun 15, 2021, 01:45 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 14, 2021 | Sale | $237.42 | 8,588 | 2,038,986 | 18,551,373 | Jun 15, 2021, 01:45 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 10, 2021 | Sale | $233.20 | 9,924 | 2,314,298 | 18,571,560 | Jun 11, 2021, 12:17 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 09, 2021 | Sale | $231.52 | 11,031 | 2,553,864 | 18,579,640 | Jun 11, 2021, 12:17 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 03, 2021 | Sale | $233.88 | 98 | 22,920 | 18,605,478 | Jun 07, 2021, 12:30 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 04, 2021 | Sale | $232.80 | 8,649 | 2,013,489 | 18,603,881 | Jun 07, 2021, 12:30 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 27, 2021 | Sale | $233.23 | 12,347 | 2,879,650 | 18,638,632 | Jun 01, 2021, 02:04 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 28, 2021 | Sale | $236.12 | 10,722 | 2,531,655 | 18,627,327 | Jun 01, 2021, 02:04 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 26, 2021 | Sale | $235.71 | 871 | 205,303 | 18,640,853 | May 27, 2021, 01:37 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 25, 2021 | Sale | $236.65 | 16,073 | 3,803,726 | 18,651,386 | May 27, 2021, 01:37 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 21, 2021 | Sale | $238.92 | 2,457 | 587,023 | 18,670,266 | May 25, 2021, 12:44 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 24, 2021 | Sale | $236.59 | 11,498 | 2,720,369 | 18,666,571 | May 25, 2021, 12:44 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 19, 2021 | Sale | $235.29 | 2,798 | 658,329 | 18,691,206 | May 21, 2021, 01:00 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 20, 2021 | Sale | $237.12 | 17,286 | 4,098,870 | 18,688,180 | May 21, 2021, 01:00 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 18, 2021 | Sale | $242.16 | 275 | 66,595 | 18,691,836 | May 19, 2021, 03:33 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 11, 2021 | Sale | $253.00 | 4,493 | 1,136,720 | 18,709,264 | May 13, 2021, 05:36 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 07, 2021 | Sale | $261.65 | 8,266 | 2,162,793 | 18,721,160 | May 11, 2021, 02:03 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 10, 2021 | Sale | $261.82 | 2,256 | 590,668 | 18,713,466 | May 11, 2021, 02:03 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 06, 2021 | Sale | $264.15 | 641 | 169,317 | 18,723,604 | May 07, 2021, 02:00 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 05, 2021 | Sale | $263.35 | 10,488 | 2,761,985 | 18,725,232 | May 07, 2021, 02:00 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 03, 2021 | Sale | $264.46 | 17,032 | 4,504,211 | 18,740,886 | May 05, 2021, 03:29 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 04, 2021 | Sale | $263.76 | 5,488 | 1,447,515 | 18,734,360 | May 05, 2021, 03:29 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 31, 2021 | Sale | $227.33 | 8,133 | 1,848,835 | 18,785,142 | Apr 02, 2021, 12:18 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Apr 01, 2021 | Sale | $231.23 | 12,053 | 2,786,993 | 18,780,633 | Apr 02, 2021, 12:18 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 30, 2021 | Sale | $226.66 | 8,724 | 1,977,348 | 18,795,092 | Mar 31, 2021, 05:55 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 29, 2021 | Sale | $226.01 | 8,149 | 1,841,716 | 18,798,387 | Mar 31, 2021, 05:55 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 25, 2021 | Sale | $225.40 | 132 | 29,753 | 18,817,585 | Mar 29, 2021, 02:05 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 26, 2021 | Sale | $225.42 | 11,620 | 2,619,350 | 18,816,654 | Mar 29, 2021, 02:05 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 23, 2021 | Sale | $232.08 | 11,708 | 2,717,201 | 18,828,327 | Mar 25, 2021, 04:10 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 24, 2021 | Sale | $233.00 | 255 | 59,416 | 18,817,868 | Mar 25, 2021, 04:10 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 19, 2021 | Sale | $237.76 | 16,005 | 3,805,410 | 18,843,603 | Mar 23, 2021, 03:00 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 22, 2021 | Sale | $236.45 | 260 | 61,477 | 18,829,680 | Mar 23, 2021, 03:00 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 17, 2021 | Sale | $241.28 | 10,498 | 2,532,995 | 18,853,197 | Mar 19, 2021, 11:20 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 18, 2021 | Sale | $240.93 | 1,935 | 466,201 | 18,845,945 | Mar 19, 2021, 11:20 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 16, 2021 | Sale | $248.47 | 608 | 151,072 | 18,858,633 | Mar 17, 2021, 12:17 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 15, 2021 | Sale | $247.98 | 14,168 | 3,513,450 | 18,873,011 | Mar 17, 2021, 12:17 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 11, 2021 | Sale | $243.84 | 10,266 | 2,503,285 | 18,884,149 | Mar 15, 2021, 11:55 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 12, 2021 | Sale | $243.71 | 7,847 | 1,912,376 | 18,874,158 | Mar 15, 2021, 11:55 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 09, 2021 | Sale | $242.03 | 13,808 | 3,341,885 | 18,916,584 | Mar 11, 2021, 02:21 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 10, 2021 | Sale | $243.58 | 11,735 | 2,858,469 | 18,898,227 | Mar 11, 2021, 02:21 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 08, 2021 | Sale | $236.90 | 11,234 | 2,661,326 | 18,922,254 | Mar 09, 2021, 03:43 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 05, 2021 | Sale | $232.60 | 12,347 | 2,871,897 | 18,937,948 | Mar 09, 2021, 03:43 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 03, 2021 | Sale | $230.43 | 20,587 | 4,743,930 | 18,963,681 | Mar 05, 2021, 01:32 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 04, 2021 | Sale | $229.92 | 5,485 | 1,261,119 | 18,941,298 | Mar 05, 2021, 01:32 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 01, 2021 | Sale | $229.86 | 11,463 | 2,634,920 | 18,986,532 | Mar 03, 2021, 12:35 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 02, 2021 | Sale | $229.64 | 9,268 | 2,128,332 | 18,967,378 | Mar 03, 2021, 12:35 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 25, 2021 | Sale | $224.69 | 3,609 | 810,917 | 19,004,727 | Mar 01, 2021, 12:45 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 26, 2021 | Sale | $223.27 | 15,736 | 3,513,325 | 18,999,244 | Mar 01, 2021, 12:45 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 19, 2021 | Sale | $248.60 | 6,580 | 1,635,773 | 19,006,762 | Feb 23, 2021, 05:53 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 17, 2021 | Sale | $251.63 | 256 | 64,418 | 19,025,120 | Feb 19, 2021, 05:12 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 18, 2021 | Sale | $250.88 | 12,001 | 3,010,793 | 19,014,336 | Feb 19, 2021, 05:12 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 12, 2021 | Sale | $247.70 | 14,553 | 3,604,827 | 19,056,789 | Feb 17, 2021, 03:10 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 16, 2021 | Sale | $252.73 | 17,261 | 4,362,309 | 19,039,331 | Feb 17, 2021, 03:10 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 11, 2021 | Sale | $244.06 | 11,849 | 2,891,843 | 19,068,878 | Feb 17, 2021, 02:09 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 09, 2021 | Sale | $240.49 | 17,579 | 4,227,492 | 19,093,304 | Feb 11, 2021, 06:01 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 10, 2021 | Sale | $239.43 | 11,138 | 2,666,716 | 19,078,070 | Feb 11, 2021, 06:01 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 05, 2021 | Sale | $240.94 | 91 | 21,926 | 19,115,436 | Feb 09, 2021, 12:43 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 08, 2021 | Sale | $239.76 | 17,680 | 4,238,982 | 19,113,490 | Feb 09, 2021, 12:43 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 03, 2021 | Sale | $244.08 | 142 | 34,660 | 19,125,506 | Feb 05, 2021, 06:53 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 04, 2021 | Sale | $241.97 | 9,914 | 2,398,867 | 19,122,090 | Feb 05, 2021, 06:53 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 02, 2021 | Sale | $243.29 | 12,921 | 3,143,504 | 19,138,304 | Feb 03, 2021, 04:47 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 01, 2021 | Sale | $237.05 | 18,376 | 4,356,106 | 19,156,732 | Feb 03, 2021, 04:47 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 04, 2020 | Gift | - | 56,200 | - | 19,418,884 | Feb 01, 2021, 12:54 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 07, 2020 | Gift | - | 5,100 | - | 19,413,784 | Feb 01, 2021, 12:54 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 28, 2020 | Sale | $222.86 | 4,973 | 1,108,262 | 19,243,288 | Dec 29, 2020, 11:33 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 23, 2020 | Sale | $223.16 | 10,657 | 2,378,206 | 19,264,113 | Dec 28, 2020, 12:39 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 24, 2020 | Sale | $222.11 | 8,266 | 1,835,997 | 19,246,448 | Dec 28, 2020, 12:39 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 21, 2020 | Sale | $221.86 | 293 | 65,004 | 19,276,541 | Dec 23, 2020, 02:00 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 22, 2020 | Sale | $220.50 | 11,581 | 2,553,615 | 19,268,684 | Dec 23, 2020, 02:00 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 17, 2020 | Sale | $217.34 | 13,248 | 2,879,347 | 19,299,687 | Dec 21, 2020, 03:58 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 18, 2020 | Sale | $220.60 | 11,662 | 2,572,690 | 19,286,884 | Dec 21, 2020, 03:58 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 16, 2020 | Sale | $211.66 | 10,507 | 2,223,960 | 19,311,766 | Dec 17, 2020, 02:20 PM |