| Symbol | Company | Owner | Relationship | Date | Transaction | Cost | # Shares | Value ($) | Total Shares | Filing | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 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 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 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 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 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 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 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 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 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 06, 2021 | Sale | $261.22 | 9,218 | 2,407,917 | 18,306,465 | Aug 10, 2021, 06:24 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 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 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 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 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 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 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 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 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 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 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 |
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