| Symbol | Company | Owner | Relationship | Date | Transaction | Cost | # Shares | Value ($) | Total Shares | Filing | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | Dec 13, 2024 | Sale | $352.88 | 3,223 | 1,137,347 | 18,710 | Dec 16, 2024, 05:10 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | Nov 15, 2024 | Tax Payment (Shares) | $342.99 | 277 | 95,008 | 20,505 | Nov 19, 2024, 07:11 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | Nov 15, 2024 | Option/RSU Exercise | - | 601 | - | 20,782 | Nov 19, 2024, 07:11 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | Jul 02, 2024 | Sale | $300.11 | 3,400 | 1,020,380 | 20,181 | Jul 02, 2024, 08:32 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | May 17, 2024 | Option/RSU Exercise | - | 1,254 | - | 24,792 | May 17, 2024, 08:22 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | May 17, 2024 | Tax Payment (Shares) | $297.26 | 1,302 | 387,033 | 26,094 | May 17, 2024, 08:22 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | Nov 17, 2023 | Tax Payment (Shares) | $269.66 | 629 | 169,616 | 22,151 | Nov 20, 2023, 05:46 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | Nov 17, 2023 | Option/RSU Exercise | - | 1,205 | - | 22,566 | Nov 20, 2023, 05:46 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | May 17, 2023 | Tax Payment (Shares) | $189.94 | 1,735 | 329,546 | 20,687 | May 17, 2023, 08:14 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | May 17, 2023 | Option/RSU Exercise | - | 1,842 | - | 22,422 | May 17, 2023, 08:14 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | Nov 17, 2022 | Option/RSU Exercise | - | 1,293 | - | 18,580 | Nov 21, 2022, 06:18 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | Nov 17, 2022 | Tax Payment (Shares) | $241.30 | 946 | 228,270 | 18,475 | Nov 21, 2022, 06:18 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | May 15, 2022 | Tax Payment (Shares) | $242.95 | 2,287 | 555,627 | 17,287 | May 17, 2022, 06:21 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | May 17, 2022 | Option/RSU Exercise | - | 1,568 | - | 18,553 | May 17, 2022, 06:21 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | Mar 01, 2022 | Sale | $280.04 | 1,500 | 420,059 | 15,751 | Mar 03, 2022, 05:50 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | Nov 15, 2021 | Tax Payment (Shares) | $316.52 | 297 | 94,006 | 17,251 | Dec 13, 2021, 11:16 AM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | Nov 22, 2021 | Sale | $318.96 | 3,007 | 959,116 | 19,790 | Nov 23, 2021, 01:45 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | Nov 16, 2021 | Tax Payment (Shares) | $316.52 | 684 | 216,500 | 20,555 | Nov 18, 2021, 03:51 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | Nov 16, 2021 | Option/RSU Exercise | - | 1,029 | - | 20,725 | Nov 18, 2021, 03:51 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | May 15, 2021 | Tax Payment (Shares) | $245.02 | 1,457 | 356,994 | 19,491 | May 18, 2021, 09:05 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | May 18, 2021 | Option/RSU Exercise | - | 1,014 | - | 20,441 | May 18, 2021, 09:05 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | Feb 23, 2021 | Sale | $227.93 | 4,211 | 959,813 | 17,546 | Feb 25, 2021, 05:43 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | Nov 15, 2020 | Tax Payment (Shares) | $206.21 | 296 | 61,038 | 22,426 | Dec 02, 2020, 05:01 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | Nov 16, 2020 | Tax Payment (Shares) | $206.21 | 948 | 195,487 | 22,054 | Nov 24, 2020, 07:39 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | Nov 16, 2020 | Tax Payment (Shares) | $206.21 | 833 | 171,773 | 21,910 | Nov 18, 2020, 08:05 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | Nov 16, 2020 | Option/RSU Exercise | - | 1,426 | - | 22,289 | Nov 18, 2020, 08:05 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | May 15, 2020 | Tax Payment (Shares) | $145.34 | 687 | 99,849 | 20,863 | May 19, 2020, 05:55 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | Nov 20, 2019 | Sale | $158.26 | 1,100 | 174,085 | 18,798 | Nov 21, 2019, 12:31 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | Nov 15, 2019 | Tax Payment (Shares) | $155.98 | 2,551 | 397,905 | 19,898 | Nov 18, 2019, 01:22 PM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | May 15, 2019 | Tax Payment (Shares) | $133.03 | 310 | 41,239 | 22,449 | May 17, 2019, 09:57 AM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | Nov 15, 2018 | Tax Payment (Shares) | $120.58 | 1,846 | 222,591 | 20,129 | Nov 19, 2018, 11:12 AM | |
| MORN | Morningstar, Inc. | Jason Dubinsky | Chief Financial Officer | Nov 15, 2017 | Tax Payment (Shares) | $88.81 | 1,819 | 161,545 | 17,743 | Nov 17, 2017, 03:24 PM |