| Symbol | Company | Owner | Relationship | Date | Transaction | Cost | # Shares | Value ($) | Total Shares | Filing | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 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 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 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 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 | 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 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 | 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 | 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 | 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 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 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 15, 2020 | Sale | $208.33 | 11,590 | 2,414,494 | 19,320,081 | Dec 17, 2020, 02:20 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 | |
| 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 04, 2020 | Gift | - | 56,300 | - | 19,418,784 | Dec 09, 2020, 07:20 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 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 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 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 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 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 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 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 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 | 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 | 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 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 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 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 |
