| Symbol | Company | Owner | Relationship | Date | Transaction | Cost | # Shares | Value ($) | Total Shares | Filing | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 11, 2020 | Sale | $204.60 | 17,238 | 3,526,809 | 19,349,135 | Dec 15, 2020, 01:32 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 14, 2020 | Sale | $209.59 | 13,577 | 2,845,543 | 19,337,066 | Dec 15, 2020, 01:32 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 09, 2020 | Sale | $202.11 | 13,904 | 2,810,068 | 19,381,885 | Dec 11, 2020, 01:34 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 10, 2020 | Sale | $203.24 | 14,852 | 3,018,525 | 19,366,768 | Dec 11, 2020, 01:34 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 07, 2020 | Gift | - | 5,200 | - | 19,413,584 | Dec 09, 2020, 07:20 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 07, 2020 | Sale | $201.31 | 20,525 | 4,131,796 | 19,398,992 | Dec 09, 2020, 07:20 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 08, 2020 | Sale | $200.86 | 9,781 | 1,964,651 | 19,389,090 | Dec 09, 2020, 07:20 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 04, 2020 | Gift | - | 56,300 | - | 19,418,784 | Dec 09, 2020, 07:20 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 03, 2020 | Sale | $201.51 | 1,721 | 346,803 | 19,484,260 | Dec 07, 2020, 02:59 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 04, 2020 | Sale | $201.93 | 8,959 | 1,809,125 | 19,479,041 | Dec 07, 2020, 02:59 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 01, 2020 | Sale | $202.12 | 9,865 | 1,993,880 | 19,502,473 | Dec 03, 2020, 05:04 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 02, 2020 | Sale | $202.58 | 8,861 | 1,795,076 | 19,485,827 | Dec 03, 2020, 05:04 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 27, 2020 | Sale | $198.10 | 9,926 | 1,966,335 | 19,522,150 | Dec 01, 2020, 02:18 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 30, 2020 | Sale | $200.03 | 12,398 | 2,479,937 | 19,506,128 | Dec 01, 2020, 02:18 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 24, 2020 | Sale | $198.82 | 12,971 | 2,578,869 | 19,536,074 | Nov 27, 2020, 02:06 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 25, 2020 | Sale | $197.79 | 7,736 | 1,530,079 | 19,526,864 | Nov 27, 2020, 02:06 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 20, 2020 | Sale | $201.65 | 15,093 | 3,043,478 | 19,556,550 | Nov 24, 2020, 07:42 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 23, 2020 | Sale | $202.26 | 141 | 28,519 | 19,547,521 | Nov 24, 2020, 07:42 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 18, 2020 | Sale | $203.87 | 277 | 56,471 | 19,571,931 | Nov 20, 2020, 01:30 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 19, 2020 | Sale | $199.55 | 9,176 | 1,831,087 | 19,571,256 | Nov 20, 2020, 01:30 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 16, 2020 | Sale | $205.92 | 1,881 | 387,340 | 19,578,731 | Nov 18, 2020, 08:12 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 17, 2020 | Sale | $204.22 | 6,180 | 1,262,080 | 19,572,208 | Nov 18, 2020, 08:12 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 13, 2020 | Sale | $206.18 | 7,214 | 1,487,363 | 19,581,249 | Nov 16, 2020, 02:38 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 12, 2020 | Sale | $213.32 | 229 | 48,850 | 19,587,483 | Nov 16, 2020, 02:38 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 10, 2020 | Sale | $213.22 | 15,653 | 3,337,557 | 19,608,694 | Nov 12, 2020, 04:44 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 11, 2020 | Sale | $213.38 | 15,491 | 3,305,517 | 19,602,180 | Nov 12, 2020, 04:44 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 06, 2020 | Sale | $207.42 | 11,953 | 2,479,346 | 19,644,137 | Nov 10, 2020, 02:08 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 09, 2020 | Sale | $212.86 | 17,030 | 3,625,062 | 19,635,806 | Nov 10, 2020, 02:08 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 04, 2020 | Sale | $206.57 | 14,450 | 2,985,007 | 19,673,576 | Nov 06, 2020, 02:42 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 05, 2020 | Sale | $206.19 | 11,373 | 2,345,047 | 19,649,396 | Nov 06, 2020, 02:42 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 02, 2020 | Sale | $192.83 | 14,196 | 2,737,458 | 19,702,136 | Nov 04, 2020, 06:06 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 03, 2020 | Sale | $198.26 | 14,572 | 2,889,101 | 19,686,941 | Nov 04, 2020, 06:06 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 06, 2020 | Sale | $165.02 | 652 | 107,594 | 19,702,957 | Oct 08, 2020, 03:47 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 02, 2020 | Sale | $163.64 | 17,337 | 2,836,986 | 19,726,852 | Oct 06, 2020, 02:17 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 05, 2020 | Sale | $163.64 | 12,783 | 2,091,810 | 19,703,515 | Oct 06, 2020, 02:17 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 30, 2020 | Sale | $160.34 | 12,756 | 2,045,288 | 19,762,835 | Oct 02, 2020, 01:04 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 01, 2020 | Sale | $161.20 | 17,824 | 2,873,245 | 19,741,946 | Oct 02, 2020, 01:04 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 29, 2020 | Sale | $159.64 | 9,636 | 1,538,294 | 19,773,118 | Sep 30, 2020, 03:14 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 28, 2020 | Sale | $158.21 | 11,301 | 1,787,887 | 19,779,933 | Sep 30, 2020, 03:14 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 24, 2020 | Sale | $153.14 | 19,836 | 3,037,714 | 19,799,709 | Sep 28, 2020, 01:23 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 25, 2020 | Sale | $154.04 | 12,682 | 1,953,543 | 19,793,506 | Sep 28, 2020, 01:23 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 22, 2020 | Sale | $154.64 | 13,226 | 2,045,262 | 19,833,324 | Sep 24, 2020, 04:06 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 23, 2020 | Sale | $155.14 | 9,216 | 1,429,812 | 19,822,954 | Sep 24, 2020, 04:06 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 21, 2020 | Sale | $156.10 | 2,102 | 328,113 | 19,840,394 | Sep 22, 2020, 01:58 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 18, 2020 | Sale | $157.99 | 8,899 | 1,405,995 | 19,845,626 | Sep 22, 2020, 01:58 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 16, 2020 | Sale | $161.92 | 9,082 | 1,470,545 | 19,858,867 | Sep 18, 2020, 02:23 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 17, 2020 | Sale | $158.66 | 3,131 | 496,763 | 19,850,792 | Sep 18, 2020, 02:23 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 15, 2020 | Sale | $161.41 | 8,740 | 1,410,750 | 19,871,433 | Sep 18, 2020, 02:09 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 14, 2020 | Sale | $158.43 | 12,112 | 1,918,874 | 19,881,002 | Sep 15, 2020, 03:50 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 11, 2020 | Sale | $157.95 | 8,997 | 1,421,088 | 19,886,917 | Sep 15, 2020, 03:50 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 09, 2020 | Sale | $159.48 | 9,684 | 1,544,430 | 19,910,824 | Sep 11, 2020, 01:40 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 10, 2020 | Sale | $159.56 | 8,498 | 1,355,927 | 19,896,640 | Sep 11, 2020, 01:40 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 04, 2020 | Sale | $158.72 | 2,250 | 357,127 | 19,913,739 | Sep 09, 2020, 05:51 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 08, 2020 | Sale | $156.70 | 2,815 | 441,116 | 19,910,924 | Sep 09, 2020, 05:51 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 02, 2020 | Sale | $164.17 | 11,373 | 1,867,060 | 19,916,384 | Sep 04, 2020, 01:13 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 03, 2020 | Sale | $162.99 | 395 | 64,381 | 19,916,018 | Sep 04, 2020, 01:13 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 31, 2020 | Sale | $161.06 | 4,498 | 724,452 | 19,946,061 | Sep 02, 2020, 12:00 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 01, 2020 | Sale | $164.00 | 18,304 | 3,001,879 | 19,945,861 | Sep 02, 2020, 12:00 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 27, 2020 | Sale | $162.53 | 10,483 | 1,703,814 | 19,960,282 | Aug 31, 2020, 09:27 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 28, 2020 | Sale | $161.74 | 8,326 | 1,346,627 | 19,950,759 | Aug 31, 2020, 09:27 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 25, 2020 | Sale | $157.73 | 9,548 | 1,506,022 | 19,986,824 | Aug 27, 2020, 11:10 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 26, 2020 | Sale | $161.02 | 10,260 | 1,652,059 | 19,979,128 | Aug 27, 2020, 11:10 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 21, 2020 | Sale | $157.24 | 9,084 | 1,428,368 | 20,004,597 | Aug 25, 2020, 10:44 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 24, 2020 | Sale | $156.38 | 8,371 | 1,309,048 | 19,989,527 | Aug 25, 2020, 10:44 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 20, 2020 | Sale | $157.97 | 8,046 | 1,271,044 | 20,009,192 | Aug 21, 2020, 12:11 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 19, 2020 | Sale | $156.97 | 10,566 | 1,658,561 | 20,018,762 | Aug 21, 2020, 12:11 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 17, 2020 | Sale | $157.25 | 9,130 | 1,435,674 | 20,037,826 | Aug 19, 2020, 05:26 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 18, 2020 | Sale | $156.97 | 10,704 | 1,680,256 | 20,026,885 | Aug 19, 2020, 05:26 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 13, 2020 | Sale | $158.73 | 8,988 | 1,426,708 | 20,057,437 | Aug 17, 2020, 12:50 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 14, 2020 | Sale | $157.70 | 8,458 | 1,333,855 | 20,046,679 | Aug 17, 2020, 12:50 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 11, 2020 | Sale | $159.03 | 10,092 | 1,604,939 | 20,074,363 | Aug 13, 2020, 06:40 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 12, 2020 | Sale | $159.39 | 8,358 | 1,332,222 | 20,068,625 | Aug 13, 2020, 06:40 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 07, 2020 | Sale | $162.49 | 679 | 110,329 | 20,081,096 | Aug 11, 2020, 06:50 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 10, 2020 | Sale | $159.88 | 123 | 19,666 | 20,080,973 | Aug 11, 2020, 06:50 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 05, 2020 | Sale | $163.28 | 6,742 | 1,100,828 | 20,092,073 | Aug 07, 2020, 01:01 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 06, 2020 | Sale | $161.88 | 10,182 | 1,648,301 | 20,084,695 | Aug 07, 2020, 01:01 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 03, 2020 | Sale | $167.87 | 3,405 | 571,581 | 20,100,870 | Aug 05, 2020, 06:35 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 04, 2020 | Sale | $165.27 | 326 | 53,877 | 20,098,699 | Aug 05, 2020, 06:35 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jul 01, 2020 | Sale | $145.14 | 5,218 | 757,350 | 20,107,213 | Jul 06, 2020, 05:01 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 30, 2020 | Sale | $140.56 | 16,267 | 2,286,425 | 20,114,924 | Jul 01, 2020, 03:54 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 29, 2020 | Sale | $143.07 | 5,214 | 745,969 | 20,126,680 | Jul 01, 2020, 03:54 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 22, 2020 | Sale | $150.78 | 2,803 | 422,648 | 20,163,743 | Jun 24, 2020, 04:59 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 23, 2020 | Sale | $149.63 | 3,142 | 470,138 | 20,161,023 | Jun 24, 2020, 04:59 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 18, 2020 | Sale | $150.16 | 10,085 | 1,514,384 | 20,177,445 | Jun 22, 2020, 06:15 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 19, 2020 | Sale | $150.99 | 10,322 | 1,558,519 | 20,174,789 | Jun 22, 2020, 06:15 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 17, 2020 | Sale | $151.90 | 12,432 | 1,888,375 | 20,198,945 | Jun 18, 2020, 05:24 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 16, 2020 | Sale | $148.25 | 9,922 | 1,470,915 | 20,206,576 | Jun 18, 2020, 05:24 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 12, 2020 | Sale | $143.95 | 10,380 | 1,494,249 | 20,227,150 | Jun 16, 2020, 03:24 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 15, 2020 | Sale | $146.35 | 10,330 | 1,511,803 | 20,219,038 | Jun 16, 2020, 03:24 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 08, 2020 | Sale | $151.82 | 11,500 | 1,745,919 | 20,249,468 | Jun 10, 2020, 02:25 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 09, 2020 | Sale | $153.08 | 11,183 | 1,711,875 | 20,237,515 | Jun 10, 2020, 02:25 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 04, 2020 | Sale | $153.12 | 847 | 129,690 | 20,263,465 | Jun 08, 2020, 01:57 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 05, 2020 | Sale | $150.09 | 10,529 | 1,580,328 | 20,259,226 | Jun 08, 2020, 01:57 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 02, 2020 | Sale | $153.11 | 1,398 | 214,052 | 20,274,643 | Jun 04, 2020, 04:20 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 03, 2020 | Sale | $152.86 | 9,935 | 1,518,674 | 20,267,177 | Jun 04, 2020, 04:20 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 01, 2020 | Sale | $153.68 | 11,035 | 1,695,864 | 20,282,300 | Jun 02, 2020, 05:07 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 29, 2020 | Sale | $151.34 | 13,079 | 1,979,370 | 20,295,585 | Jun 02, 2020, 05:07 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 27, 2020 | Sale | $143.07 | 11,003 | 1,574,235 | 20,326,216 | May 29, 2020, 05:20 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 28, 2020 | Sale | $149.95 | 17,254 | 2,587,180 | 20,316,584 | May 29, 2020, 05:20 PM |