| Symbol | Company | Owner | Relationship | Date | Transaction | Cost | # Shares | Value ($) | Total Shares | Filing | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 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 | 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 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 | 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 15, 2019 | Sale | $155.55 | 8,859 | 1,378,040 | 21,215,074 | Nov 19, 2019, 12:10 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 13, 2019 | Sale | $156.71 | 11,767 | 1,844,027 | 21,239,720 | Nov 15, 2019, 12:03 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 14, 2019 | Sale | $155.86 | 8,702 | 1,356,305 | 21,225,429 | Nov 15, 2019, 12:03 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 11, 2019 | Sale | $155.48 | 9,988 | 1,552,938 | 21,263,469 | Nov 13, 2019, 10:57 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 12, 2019 | Sale | $155.59 | 9,920 | 1,543,465 | 21,245,754 | Nov 13, 2019, 10:57 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 08, 2019 | Sale | $158.16 | 1,756 | 277,736 | 21,264,481 | Nov 12, 2019, 10:57 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 07, 2019 | Sale | $161.09 | 6,793 | 1,094,254 | 21,268,751 | Nov 12, 2019, 10:57 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 05, 2019 | Sale | $161.69 | 10,063 | 1,627,056 | 21,283,878 | Nov 07, 2019, 11:31 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 06, 2019 | Sale | $161.13 | 11,048 | 1,780,130 | 21,272,841 | Nov 07, 2019, 11:31 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 01, 2019 | Sale | $161.84 | 19,094 | 3,090,237 | 21,313,312 | Nov 05, 2019, 04:06 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 04, 2019 | Sale | $162.41 | 12,445 | 2,021,194 | 21,294,005 | Nov 05, 2019, 04:06 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 07, 2019 | Sale | $145.84 | 9,944 | 1,450,209 | 21,334,312 | Oct 09, 2019, 02:46 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 08, 2019 | Sale | $145.46 | 387 | 56,292 | 21,325,585 | Oct 09, 2019, 02:46 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 03, 2019 | Sale | $143.13 | 11,145 | 1,595,237 | 21,347,230 | Oct 07, 2019, 11:29 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 04, 2019 | Sale | $144.32 | 9,009 | 1,300,140 | 21,342,296 | Oct 07, 2019, 11:29 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 01, 2019 | Sale | $145.73 | 5,622 | 819,269 | 21,366,631 | Oct 03, 2019, 12:45 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Oct 02, 2019 | Sale | $143.77 | 9,786 | 1,406,904 | 21,355,965 | Oct 03, 2019, 12:45 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 27, 2019 | Sale | $147.64 | 1,193 | 176,138 | 21,380,755 | Oct 01, 2019, 12:27 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 30, 2019 | Sale | $146.79 | 9,338 | 1,370,678 | 21,376,938 | Oct 01, 2019, 12:27 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 25, 2019 | Sale | $150.62 | 5,325 | 802,035 | 21,383,865 | Sep 27, 2019, 12:07 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 26, 2019 | Sale | $149.68 | 1,817 | 271,968 | 21,382,004 | Sep 27, 2019, 12:07 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 24, 2019 | Sale | $155.77 | 2,810 | 437,710 | 21,390,804 | Sep 25, 2019, 12:51 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 23, 2019 | Sale | $158.17 | 1,271 | 201,036 | 21,392,735 | Sep 25, 2019, 12:51 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 19, 2019 | Sale | $160.83 | 15,219 | 2,447,711 | 21,422,065 | Sep 23, 2019, 10:19 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 20, 2019 | Sale | $160.46 | 14,319 | 2,297,620 | 21,397,249 | Sep 23, 2019, 10:19 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 17, 2019 | Sale | $158.08 | 9,322 | 1,473,633 | 21,442,323 | Sep 19, 2019, 11:53 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 18, 2019 | Sale | $159.49 | 10,960 | 1,747,999 | 21,428,722 | Sep 19, 2019, 11:53 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 13, 2019 | Sale | $156.19 | 10,425 | 1,628,262 | 21,457,267 | Sep 17, 2019, 10:44 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 16, 2019 | Sale | $154.67 | 8,922 | 1,379,987 | 21,443,059 | Sep 17, 2019, 10:44 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 11, 2019 | Sale | $157.23 | 2,207 | 347,015 | 21,477,572 | Sep 13, 2019, 12:29 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 12, 2019 | Sale | $156.08 | 15,174 | 2,368,371 | 21,466,750 | Sep 13, 2019, 12:29 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 10, 2019 | Sale | $159.60 | 1,244 | 198,541 | 21,479,675 | Sep 11, 2019, 10:58 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 09, 2019 | Sale | $160.29 | 13,794 | 2,211,092 | 21,481,594 | Sep 11, 2019, 10:58 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 05, 2019 | Sale | $161.33 | 8,827 | 1,424,031 | 21,512,346 | Sep 09, 2019, 10:33 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 06, 2019 | Sale | $161.45 | 8,856 | 1,429,823 | 21,498,660 | Sep 09, 2019, 10:33 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 03, 2019 | Sale | $160.94 | 8,430 | 1,356,722 | 21,523,728 | Sep 05, 2019, 12:05 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Sep 04, 2019 | Sale | $160.62 | 11,064 | 1,777,136 | 21,514,941 | Sep 05, 2019, 12:05 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 29, 2019 | Sale | $160.01 | 9,068 | 1,451,003 | 21,547,780 | Sep 03, 2019, 11:43 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 30, 2019 | Sale | $160.98 | 9,547 | 1,536,889 | 21,536,323 | Sep 03, 2019, 11:43 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 27, 2019 | Sale | $157.10 | 8,131 | 1,277,341 | 21,563,265 | Aug 29, 2019, 10:02 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 28, 2019 | Sale | $158.09 | 11,113 | 1,756,857 | 21,559,595 | Aug 29, 2019, 10:02 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 23, 2019 | Sale | $154.72 | 4,784 | 740,199 | 21,584,308 | Aug 27, 2019, 11:32 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 26, 2019 | Sale | $154.51 | 14,459 | 2,234,024 | 21,578,099 | Aug 27, 2019, 11:32 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 21, 2019 | Sale | $156.55 | 12,965 | 2,029,623 | 21,603,529 | Aug 23, 2019, 10:59 AM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 22, 2019 | Sale | $155.38 | 7,388 | 1,147,952 | 21,589,621 | Aug 23, 2019, 10:59 AM |
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