| Symbol | Company | Owner | Relationship | Date | Transaction | Cost | # Shares | Value ($) | Total Shares | Filing | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 22, 2020 | Sale | $141.68 | 4,426 | 627,076 | 20,357,017 | May 27, 2020, 05:02 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 26, 2020 | Sale | $140.69 | 29,000 | 4,080,086 | 20,330,056 | May 27, 2020, 05:02 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 20, 2020 | Sale | $141.88 | 13,055 | 1,852,294 | 20,374,004 | May 22, 2020, 03:08 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 21, 2020 | Sale | $141.84 | 10,009 | 1,419,676 | 20,367,309 | May 22, 2020, 03:08 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 18, 2020 | Sale | $144.50 | 1,286 | 185,824 | 20,397,187 | May 20, 2020, 03:56 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 19, 2020 | Sale | $143.22 | 12,567 | 1,799,876 | 20,391,348 | May 20, 2020, 03:56 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 14, 2020 | Sale | $144.59 | 7,907 | 1,143,257 | 20,416,516 | May 18, 2020, 03:31 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 15, 2020 | Sale | $146.36 | 14,833 | 2,170,998 | 20,408,424 | May 18, 2020, 03:31 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 12, 2020 | Sale | $146.13 | 12,169 | 1,778,285 | 20,448,283 | May 14, 2020, 03:53 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 13, 2020 | Sale | $145.14 | 16,839 | 2,443,949 | 20,427,476 | May 14, 2020, 03:53 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 08, 2020 | Sale | $144.03 | 11,024 | 1,587,786 | 20,469,570 | May 12, 2020, 04:42 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 11, 2020 | Sale | $144.71 | 9,520 | 1,377,653 | 20,458,902 | May 12, 2020, 04:42 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 06, 2020 | Sale | $146.96 | 9,128 | 1,341,466 | 20,481,782 | May 08, 2020, 03:46 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 07, 2020 | Sale | $145.82 | 5,059 | 737,727 | 20,474,018 | May 08, 2020, 03:46 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 05, 2020 | Sale | $148.78 | 16,325 | 2,428,841 | 20,496,240 | May 06, 2020, 05:28 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 04, 2020 | Sale | $150.82 | 1,367 | 206,167 | 20,501,063 | May 06, 2020, 05:28 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Apr 13, 2020 | Sale | $124.42 | 1,289 | 160,380 | 20,502,430 | Apr 29, 2020, 05:32 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Apr 13, 2020 | Sale | $124.07 | 2,371 | 294,167 | 20,503,719 | Apr 14, 2020, 12:28 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Apr 08, 2020 | Sale | $121.96 | 11,798 | 1,438,920 | 29,528,046 | Apr 10, 2020, 01:39 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Apr 09, 2020 | Sale | $123.16 | 12,388 | 1,525,649 | 20,510,963 | Apr 10, 2020, 01:39 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Apr 06, 2020 | Sale | $114.10 | 15,574 | 1,776,935 | 20,557,794 | Apr 08, 2020, 01:59 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Apr 07, 2020 | Sale | $120.03 | 13,333 | 1,600,329 | 20,541,587 | Apr 08, 2020, 01:59 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Apr 02, 2020 | Sale | $115.44 | 1,832 | 211,481 | 20,559,425 | Apr 06, 2020, 12:51 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Apr 03, 2020 | Sale | $112.03 | 1,116 | 125,029 | 20,558,364 | Apr 06, 2020, 12:51 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 31, 2020 | Sale | $116.73 | 10,616 | 1,239,158 | 20,571,931 | Apr 02, 2020, 11:14 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Apr 01, 2020 | Sale | $115.61 | 10,725 | 1,239,940 | 20,561,517 | Apr 02, 2020, 11:14 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 27, 2020 | Sale | $119.44 | 10,734 | 1,282,075 | 20,601,527 | Mar 31, 2020, 03:20 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 30, 2020 | Sale | $117.02 | 10,928 | 1,278,816 | 20,585,609 | Mar 31, 2020, 03:20 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 25, 2020 | Sale | $120.34 | 15,452 | 1,859,431 | 20,634,345 | Mar 27, 2020, 03:04 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 26, 2020 | Sale | $118.78 | 15,082 | 1,791,429 | 20,615,414 | Mar 27, 2020, 03:04 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 23, 2020 | Sale | $107.93 | 17,033 | 1,838,399 | 20,663,296 | Mar 25, 2020, 02:23 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 24, 2020 | Sale | $111.73 | 14,415 | 1,610,518 | 20,648,694 | Mar 25, 2020, 02:23 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 19, 2020 | Sale | $110.07 | 15,587 | 1,715,650 | 20,687,950 | Mar 23, 2020, 04:00 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 20, 2020 | Sale | $110.84 | 6,990 | 774,805 | 20,670,205 | Mar 23, 2020, 04:00 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 17, 2020 | Sale | $116.69 | 21,606 | 2,521,273 | 20,709,290 | Mar 19, 2020, 04:34 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 13, 2020 | Sale | $117.38 | 20,985 | 2,463,201 | 20,727,787 | Mar 17, 2020, 02:47 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 10, 2020 | Sale | $133.25 | 11,968 | 1,594,755 | 20,740,867 | Mar 12, 2020, 10:57 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 11, 2020 | Sale | $134.34 | 200 | 26,868 | 20,730,995 | Mar 12, 2020, 10:57 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 06, 2020 | Sale | $139.71 | 5,893 | 823,327 | 20,744,062 | Mar 10, 2020, 10:34 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 03, 2020 | Sale | $149.46 | 1,600 | 239,143 | 20,762,732 | Mar 05, 2020, 02:51 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 04, 2020 | Sale | $145.34 | 12,981 | 1,886,666 | 20,755,089 | Mar 05, 2020, 02:51 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 28, 2020 | Sale | $145.78 | 16,012 | 2,334,266 | 20,779,588 | Mar 03, 2020, 03:21 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 02, 2020 | Sale | $147.26 | 12,871 | 1,895,361 | 20,771,679 | Mar 03, 2020, 03:21 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 26, 2020 | Sale | $156.47 | 9,400 | 1,470,782 | 20,797,426 | Feb 28, 2020, 12:03 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 24, 2020 | Sale | $160.63 | 33 | 5,301 | 20,803,463 | Feb 26, 2020, 10:34 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 25, 2020 | Sale | $158.33 | 1,543 | 244,300 | 20,801,927 | Feb 26, 2020, 10:34 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 20, 2020 | Sale | $165.11 | 8,483 | 1,400,593 | 20,803,922 | Feb 24, 2020, 10:53 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 21, 2020 | Sale | $163.73 | 130 | 21,284 | 20,803,496 | Feb 24, 2020, 10:53 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 18, 2020 | Sale | $160.20 | 9,213 | 1,475,890 | 20,829,098 | Feb 20, 2020, 11:08 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 19, 2020 | Sale | $164.77 | 8,686 | 1,431,216 | 20,820,655 | Feb 20, 2020, 11:08 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 13, 2020 | Sale | $156.38 | 7,615 | 1,190,866 | 20,841,664 | Feb 18, 2020, 01:09 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 14, 2020 | Sale | $157.77 | 7,310 | 1,153,273 | 20,836,781 | Feb 18, 2020, 01:09 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 11, 2020 | Sale | $157.33 | 6,768 | 1,064,781 | 20,852,478 | Feb 13, 2020, 12:24 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 12, 2020 | Sale | $156.65 | 6,827 | 1,069,475 | 20,845,399 | Feb 13, 2020, 12:24 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 07, 2020 | Sale | $157.86 | 500 | 78,929 | 20,865,670 | Feb 11, 2020, 11:12 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 10, 2020 | Sale | $157.05 | 7,142 | 1,121,673 | 20,858,817 | Feb 11, 2020, 11:12 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 06, 2020 | Sale | $158.46 | 7,943 | 1,258,638 | 20,868,858 | Feb 07, 2020, 12:41 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 05, 2020 | Sale | $159.68 | 9,055 | 1,445,919 | 20,878,192 | Feb 07, 2020, 12:41 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 03, 2020 | Sale | $160.22 | 8,500 | 1,361,850 | 20,902,283 | Feb 05, 2020, 03:22 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 04, 2020 | Sale | $160.69 | 10,762 | 1,729,337 | 20,889,713 | Feb 05, 2020, 03:22 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 10, 2020 | Sale | $154.22 | 4,348 | 670,543 | 20,903,854 | Jan 13, 2020, 05:17 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 09, 2020 | Sale | $154.16 | 6,475 | 998,201 | 20,910,362 | Jan 10, 2020, 12:57 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 08, 2020 | Sale | $152.37 | 8,571 | 1,306,006 | 20,913,265 | Jan 10, 2020, 12:57 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 06, 2020 | Sale | $152.91 | 10,221 | 1,562,858 | 20,931,792 | Jan 08, 2020, 05:00 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 07, 2020 | Sale | $152.67 | 901 | 137,554 | 20,921,824 | Jan 08, 2020, 05:00 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 02, 2020 | Sale | $150.76 | 9,086 | 1,369,796 | 20,940,879 | Jan 06, 2020, 11:36 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jan 03, 2020 | Sale | $151.65 | 7,733 | 1,172,673 | 20,939,473 | Jan 06, 2020, 11:36 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 31, 2019 | Sale | $151.01 | 9,643 | 1,456,210 | 20,954,630 | Jan 02, 2020, 10:57 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 30, 2019 | Sale | $151.42 | 100 | 15,142 | 20,959,408 | Jan 02, 2020, 10:57 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 26, 2019 | Sale | $152.15 | 7,677 | 1,168,037 | 20,976,441 | Dec 30, 2019, 11:27 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 27, 2019 | Sale | $151.90 | 9,421 | 1,431,032 | 20,960,502 | Dec 30, 2019, 11:27 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 23, 2019 | Sale | $153.09 | 3,679 | 563,235 | 20,982,351 | Dec 26, 2019, 01:41 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 24, 2019 | Sale | $151.51 | 5,738 | 869,393 | 20,976,606 | Dec 26, 2019, 01:41 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 19, 2019 | Sale | $151.41 | 8,422 | 1,275,143 | 21,004,733 | Dec 23, 2019, 04:03 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 20, 2019 | Sale | $152.64 | 11,640 | 1,776,684 | 20,993,222 | Dec 23, 2019, 04:03 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 17, 2019 | Sale | $150.74 | 11,071 | 1,668,862 | 21,021,118 | Dec 19, 2019, 11:00 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 18, 2019 | Sale | $150.87 | 11,069 | 1,669,965 | 21,009,565 | Dec 19, 2019, 11:00 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 16, 2019 | Sale | $150.22 | 11,476 | 1,723,875 | 21,039,457 | Dec 17, 2019, 11:28 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 02, 2019 | Gift | - | 23,050 | - | 21,044,732 | Dec 17, 2019, 11:28 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 13, 2019 | Sale | $148.94 | 5,031 | 749,328 | 21,039,748 | Dec 17, 2019, 11:28 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 11, 2019 | Sale | $151.57 | 8,808 | 1,335,008 | 21,072,316 | Dec 13, 2019, 11:31 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 12, 2019 | Sale | $151.56 | 4,353 | 659,731 | 21,069,362 | Dec 13, 2019, 11:31 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 10, 2019 | Sale | $152.57 | 3,267 | 498,459 | 21,080,943 | Dec 11, 2019, 11:26 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 09, 2019 | Sale | $153.67 | 8,246 | 1,267,184 | 21,084,345 | Dec 11, 2019, 11:26 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 05, 2019 | Sale | $154.36 | 8,476 | 1,308,354 | 21,107,326 | Dec 09, 2019, 01:11 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 06, 2019 | Sale | $154.59 | 10,747 | 1,661,384 | 21,092,564 | Dec 09, 2019, 01:11 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 03, 2019 | Sale | $154.75 | 11,359 | 1,757,805 | 21,119,770 | Dec 05, 2019, 11:34 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 04, 2019 | Sale | $154.46 | 8,091 | 1,249,703 | 21,115,495 | Dec 05, 2019, 11:34 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 29, 2019 | Sale | $157.11 | 8,294 | 1,303,097 | 21,132,358 | Dec 03, 2019, 11:54 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 02, 2019 | Sale | $156.71 | 544 | 85,253 | 21,131,273 | Dec 03, 2019, 11:54 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 27, 2019 | Sale | $157.46 | 8,130 | 1,280,112 | 21,147,019 | Dec 03, 2019, 11:51 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 27, 2019 | Sale | $157.46 | 8,130 | 1,280,112 | 21,147,019 | Nov 29, 2019, 12:00 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 25, 2019 | Sale | $157.02 | 8,097 | 1,271,370 | 21,165,836 | Nov 27, 2019, 03:16 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 26, 2019 | Sale | $157.26 | 10,042 | 1,579,167 | 21,152,062 | Nov 27, 2019, 03:16 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 21, 2019 | Sale | $156.05 | 3,092 | 482,512 | 21,176,334 | Nov 25, 2019, 12:24 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 22, 2019 | Sale | $155.27 | 9,884 | 1,534,738 | 21,166,236 | Nov 25, 2019, 12:24 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 19, 2019 | Sale | $156.78 | 14,360 | 2,251,412 | 21,202,444 | Nov 21, 2019, 12:15 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 20, 2019 | Sale | $158.18 | 13,177 | 2,084,281 | 21,186,968 | Nov 21, 2019, 12:15 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 18, 2019 | Sale | $155.28 | 8,296 | 1,288,199 | 21,207,580 | Nov 19, 2019, 12:10 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 15, 2019 | Sale | $155.55 | 8,859 | 1,378,040 | 21,215,074 | Nov 19, 2019, 12:10 PM |