| Symbol | Company | Owner | Relationship | Date | Transaction | Cost | # Shares | Value ($) | Total Shares | Filing | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 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 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 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 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 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 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 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 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 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 | 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 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 | 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 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 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 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 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 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 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 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 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 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 | 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 | 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 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 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 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 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 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 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 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 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 | 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 | 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 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 | |
| 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 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 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 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 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 | 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 | 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 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 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 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 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 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 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 | 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 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 | Feb 26, 2020 | Sale | $156.47 | 9,400 | 1,470,782 | 20,797,426 | Feb 28, 2020, 12:03 PM |
