| Symbol | Company | Owner | Relationship | Date | Transaction | Cost | # Shares | Value ($) | Total Shares | Filing | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 21, 2026 | Sale | $172.53 | 7,250 | 1,250,840 | 8,047,931 | May 22, 2026, 04:52 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 22, 2026 | Sale | $176.72 | 2,270 | 401,145 | 8,045,445 | May 22, 2026, 04:52 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 20, 2026 | Sale | $171.57 | 7,250 | 1,243,890 | 8,054,558 | May 20, 2026, 05:06 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 18, 2026 | Sale | $175.84 | 7,250 | 1,274,832 | 8,073,681 | May 20, 2026, 05:06 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 19, 2026 | Sale | $178.33 | 6,728 | 1,199,804 | 8,064,361 | May 20, 2026, 05:06 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 14, 2026 | Sale | $167.99 | 7,250 | 1,217,924 | 8,087,602 | May 15, 2026, 05:41 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 15, 2026 | Sale | $169.34 | 7,250 | 1,227,689 | 8,080,786 | May 15, 2026, 05:41 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 12, 2026 | Sale | $177.23 | 7,250 | 1,284,933 | 8,094,002 | May 12, 2026, 05:20 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 08, 2026 | Sale | $177.08 | 4,002 | 708,675 | 8,103,240 | May 12, 2026, 05:20 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 11, 2026 | Sale | $175.96 | 7,250 | 1,275,701 | 8,096,008 | May 12, 2026, 05:20 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 05, 2026 | Sale | $167.57 | 7,250 | 1,214,863 | 8,124,790 | May 07, 2026, 05:56 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 06, 2026 | Sale | $166.23 | 7,250 | 1,205,166 | 8,115,765 | May 07, 2026, 05:56 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 07, 2026 | Sale | $172.53 | 7,250 | 1,250,829 | 8,114,392 | May 07, 2026, 05:56 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 04, 2026 | Sale | $169.97 | 7,250 | 1,232,315 | 8,133,986 | May 04, 2026, 05:38 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 01, 2026 | Sale | $171.02 | 7,250 | 1,239,902 | 8,143,342 | May 04, 2026, 05:38 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 02, 2026 | Sale | $182.32 | 3,122 | 569,191 | 8,138,232 | Mar 02, 2026, 05:07 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 26, 2026 | Sale | $178.00 | 7,250 | 1,290,514 | 8,155,654 | Feb 27, 2026, 05:52 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 27, 2026 | Sale | $181.60 | 7,250 | 1,316,603 | 8,141,592 | Feb 27, 2026, 05:52 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 25, 2026 | Sale | $164.90 | 7,250 | 1,195,541 | 8,161,709 | Feb 25, 2026, 05:03 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 24, 2026 | Sale | $159.47 | 7,250 | 1,156,161 | 8,169,912 | Feb 25, 2026, 05:03 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 19, 2026 | Sale | $161.87 | 7,250 | 1,173,553 | 8,177,074 | Feb 20, 2026, 05:03 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 20, 2026 | Sale | $161.34 | 6,608 | 1,066,111 | 8,171,815 | Feb 20, 2026, 05:03 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 17, 2026 | Sale | $160.63 | 7,304 | 1,173,224 | 8,196,467 | Feb 18, 2026, 06:15 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 18, 2026 | Sale | $159.09 | 6,737 | 1,071,771 | 8,190,184 | Feb 18, 2026, 06:15 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 12, 2026 | Sale | $154.74 | 6,939 | 1,073,754 | 8,206,326 | Feb 13, 2026, 05:11 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 13, 2026 | Sale | $156.21 | 7,250 | 1,132,490 | 8,202,827 | Feb 13, 2026, 05:11 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 09, 2026 | Sale | $165.00 | 1,653 | 272,750 | 8,216,180 | Feb 11, 2026, 05:02 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 10, 2026 | Sale | $162.84 | 3,214 | 523,356 | 8,212,442 | Feb 11, 2026, 05:02 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 05, 2026 | Sale | $185.21 | 6,464 | 1,197,215 | 8,230,000 | Feb 06, 2026, 05:47 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 06, 2026 | Sale | $169.57 | 6,352 | 1,077,100 | 8,219,807 | Feb 06, 2026, 05:47 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 04, 2026 | Sale | $180.80 | 7,250 | 1,310,805 | 8,235,400 | Feb 06, 2026, 05:47 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 02, 2026 | Sale | $202.38 | 857 | 173,443 | 8,237,793 | Feb 04, 2026, 04:07 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Dec 12, 2025 | Gift | - | 27,775 | - | 8,238,232 | Dec 15, 2025, 04:32 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 24, 2025 | Sale | $211.99 | 316 | 66,990 | 8,602,101 | Nov 26, 2025, 05:40 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 25, 2025 | Sale | $213.12 | 1,286 | 274,069 | 8,601,944 | Nov 26, 2025, 05:40 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 20, 2025 | Sale | $210.89 | 7,250 | 1,528,937 | 8,615,813 | Nov 24, 2025, 04:44 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 21, 2025 | Sale | $211.22 | 7,250 | 1,531,379 | 8,606,966 | Nov 24, 2025, 04:44 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 18, 2025 | Sale | $208.29 | 7,250 | 1,510,089 | 8,629,400 | Nov 20, 2025, 04:56 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 19, 2025 | Sale | $209.26 | 7,250 | 1,517,104 | 8,617,592 | Nov 20, 2025, 04:56 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 17, 2025 | Sale | $211.12 | 1,070 | 225,902 | 8,631,417 | Nov 18, 2025, 04:41 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 14, 2025 | Sale | $213.32 | 6,969 | 1,486,610 | 8,632,487 | Nov 18, 2025, 04:41 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 12, 2025 | Sale | $215.03 | 7,250 | 1,558,990 | 8,651,945 | Nov 14, 2025, 04:40 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 13, 2025 | Sale | $215.30 | 6,848 | 1,474,390 | 8,639,596 | Nov 14, 2025, 04:40 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 07, 2025 | Sale | $211.89 | 7,250 | 1,536,191 | 8,672,448 | Nov 12, 2025, 04:28 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 10, 2025 | Sale | $215.18 | 7,250 | 1,560,064 | 8,662,678 | Nov 12, 2025, 04:28 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 11, 2025 | Sale | $215.71 | 7,250 | 1,563,895 | 8,659,154 | Nov 12, 2025, 04:28 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 05, 2025 | Sale | $211.03 | 7,250 | 1,530,002 | 8,679,979 | Nov 07, 2025, 04:23 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 06, 2025 | Sale | $211.61 | 4,093 | 866,134 | 8,675,304 | Nov 07, 2025, 04:23 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 03, 2025 | Sale | $211.95 | 7,250 | 1,536,668 | 8,695,355 | Nov 05, 2025, 04:34 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Nov 04, 2025 | Sale | $213.72 | 6,918 | 1,478,529 | 8,691,707 | Nov 05, 2025, 04:34 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 25, 2025 | Sale | $263.15 | 1,644 | 432,618 | 9,323,189 | Aug 27, 2025, 05:10 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 26, 2025 | Sale | $260.52 | 3,532 | 920,144 | 9,319,641 | Aug 27, 2025, 05:10 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 27, 2025 | Sale | $260.65 | 6,705 | 1,747,689 | 9,313,735 | Aug 27, 2025, 05:10 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 20, 2025 | Sale | $260.30 | 7,250 | 1,887,196 | 9,335,908 | Aug 22, 2025, 05:38 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 21, 2025 | Sale | $261.42 | 1,014 | 265,083 | 9,331,967 | Aug 22, 2025, 05:38 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 22, 2025 | Sale | $263.99 | 7,250 | 1,913,947 | 9,331,502 | Aug 22, 2025, 05:38 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 15, 2025 | Sale | $258.65 | 7,250 | 1,875,200 | 9,355,941 | Aug 19, 2025, 05:31 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 18, 2025 | Sale | $258.08 | 7,250 | 1,871,045 | 9,347,885 | Aug 19, 2025, 05:31 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 19, 2025 | Sale | $259.59 | 7,250 | 1,882,034 | 9,344,724 | Aug 19, 2025, 05:31 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 13, 2025 | Sale | $257.94 | 7,250 | 1,870,029 | 9,366,793 | Aug 14, 2025, 06:14 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 14, 2025 | Sale | $260.28 | 3,944 | 1,026,550 | 9,361,981 | Aug 14, 2025, 06:14 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 12, 2025 | Sale | $256.50 | 7,250 | 1,859,638 | 9,378,468 | Aug 14, 2025, 06:14 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 07, 2025 | Sale | $261.21 | 7,250 | 1,893,746 | 9,397,573 | Aug 11, 2025, 06:33 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 08, 2025 | Sale | $261.34 | 7,068 | 1,847,168 | 9,393,656 | Aug 11, 2025, 06:33 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 11, 2025 | Sale | $260.28 | 6,764 | 1,760,564 | 9,387,091 | Aug 11, 2025, 06:33 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 06, 2025 | Sale | $261.67 | 4,311 | 1,128,046 | 9,402,129 | Aug 06, 2025, 06:00 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 04, 2025 | Sale | $272.77 | 6,624 | 1,806,859 | 9,410,875 | Aug 06, 2025, 06:00 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Aug 05, 2025 | Sale | $270.39 | 394 | 106,533 | 9,405,932 | Aug 06, 2025, 06:00 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Jun 30, 2025 | Gift | - | 15,000 | - | 9,412,836 | Jun 30, 2025, 05:21 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 22, 2025 | Sale | $306.43 | 7,250 | 2,221,600 | 9,434,647 | May 27, 2025, 04:54 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 23, 2025 | Sale | $305.80 | 1,296 | 396,316 | 9,429,082 | May 27, 2025, 04:54 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 27, 2025 | Sale | $306.52 | 1,246 | 381,926 | 9,428,880 | May 27, 2025, 04:54 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 19, 2025 | Sale | $309.86 | 7,250 | 2,246,514 | 9,447,486 | May 21, 2025, 05:16 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 20, 2025 | Sale | $310.08 | 5,103 | 1,582,347 | 9,437,834 | May 21, 2025, 05:16 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 15, 2025 | Sale | $306.12 | 7,250 | 2,219,363 | 9,457,906 | May 16, 2025, 05:27 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 16, 2025 | Sale | $309.45 | 7,250 | 2,243,478 | 9,450,989 | May 16, 2025, 05:27 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 14, 2025 | Sale | $306.67 | 2,412 | 739,695 | 9,464,481 | May 15, 2025, 05:52 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 13, 2025 | Sale | $309.95 | 7,062 | 2,188,884 | 9,472,605 | May 15, 2025, 05:52 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 09, 2025 | Sale | $304.83 | 7,250 | 2,210,018 | 9,483,356 | May 13, 2025, 05:11 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 12, 2025 | Sale | $309.35 | 7,250 | 2,242,775 | 9,479,547 | May 13, 2025, 05:11 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 07, 2025 | Sale | $297.25 | 7,250 | 2,155,090 | 9,502,147 | May 09, 2025, 04:28 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 08, 2025 | Sale | $304.52 | 7,250 | 2,207,781 | 9,495,691 | May 09, 2025, 04:28 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 05, 2025 | Sale | $295.15 | 7,250 | 2,139,843 | 9,513,106 | May 07, 2025, 05:09 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 06, 2025 | Sale | $294.27 | 3,211 | 944,897 | 9,502,955 | May 07, 2025, 05:09 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 01, 2025 | Sale | $284.10 | 7,170 | 2,036,974 | 9,521,337 | May 05, 2025, 04:32 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | May 02, 2025 | Sale | $292.01 | 7,250 | 2,117,094 | 9,520,652 | May 05, 2025, 04:32 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 13, 2025 | Sale | $287.10 | 2 | 574 | 10,029,206 | Mar 17, 2025, 05:35 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 14, 2025 | Sale | $286.20 | 1,370 | 392,095 | 10,029,186 | Mar 17, 2025, 05:35 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 11, 2025 | Sale | $282.25 | 9,062 | 2,557,787 | 10,040,170 | Mar 13, 2025, 05:38 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 12, 2025 | Sale | $284.52 | 9,062 | 2,578,302 | 10,033,816 | Mar 13, 2025, 05:38 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 05, 2025 | Sale | $301.10 | 9,062 | 2,728,562 | 10,054,488 | Mar 06, 2025, 05:14 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 28, 2025 | Sale | $310.79 | 9,062 | 2,816,386 | 10,065,098 | Mar 04, 2025, 05:05 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Mar 03, 2025 | Sale | $314.63 | 7,114 | 2,238,301 | 10,062,336 | Mar 04, 2025, 05:05 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 26, 2025 | Sale | $323.46 | 4,080 | 1,319,697 | 10,075,151 | Feb 28, 2025, 04:34 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 27, 2025 | Sale | $319.10 | 368 | 117,428 | 10,072,570 | Feb 28, 2025, 04:34 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 24, 2025 | Sale | $323.03 | 9,062 | 2,927,289 | 10,092,471 | Feb 26, 2025, 05:23 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 25, 2025 | Sale | $322.38 | 8,608 | 2,775,070 | 10,083,340 | Feb 26, 2025, 05:23 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 21, 2025 | Sale | $326.58 | 1,410 | 460,484 | 10,094,706 | Feb 24, 2025, 05:06 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 20, 2025 | Sale | $327.89 | 8,393 | 2,751,982 | 10,096,798 | Feb 24, 2025, 05:06 PM | |
| MORN | Morningstar, Inc. | Joseph D. Mansueto | Executive Chairman | Feb 18, 2025 | Sale | $326.86 | 9,062 | 2,961,971 | 10,117,525 | Feb 20, 2025, 05:36 PM |
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