| Symbol | Company | Owner | Relationship | Date | Transaction | Cost | # Shares | Value ($) | Total Shares | Filing | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | Chen Peng | Pres., Investment Management | May 15, 2012 | Option Exercise | $55.43 | 1,483 | 82,203 | 26,986 | May 16, 2012, 02:35 PM | |
| MORN | Morningstar, Inc. | Chen Peng | Pres., Investment Management | Nov 15, 2011 | Option Exercise | $59.35 | 802 | 47,599 | 28,403 | Nov 15, 2011, 04:59 PM | |
| MORN | Morningstar, Inc. | Chen Peng | Pres., Investment Management | May 15, 2011 | Option Exercise | $57.28 | 1,493 | 85,519 | 24,806 | May 16, 2011, 03:14 PM | |
| MORN | Morningstar, Inc. | Chen Peng | Pres., Ibbotson Assoc. | Nov 15, 2010 | Option Exercise | $49.12 | 162 | 7,957 | 16,080 | Nov 15, 2010, 03:16 PM | |
| MORN | Morningstar, Inc. | Chen Peng | Pres., Ibbotson Assoc. | Aug 06, 2010 | Sale | $45.38 | 1,000 | 45,380 | 16,988 | Aug 09, 2010, 03:23 PM | |
| MORN | Morningstar, Inc. | Chen Peng | Pres., Ibbotson Assoc. | Aug 09, 2010 | Sale | $45.13 | 746 | 33,667 | 16,242 | Aug 09, 2010, 03:23 PM | |
| MORN | Morningstar, Inc. | Chen Peng | Pres., Ibbotson Assoc. | Aug 05, 2010 | Sale | $45.34 | 1,000 | 45,340 | 17,988 | Aug 05, 2010, 05:06 PM | |
| MORN | Morningstar, Inc. | Chen Peng | Pres., Ibbotson Assoc. | Aug 04, 2010 | Sale | $45.91 | 1,000 | 45,908 | 18,988 | Aug 04, 2010, 11:01 AM | |
| MORN | Morningstar, Inc. | Chen Peng | Pres., Ibbotson Assoc. | Aug 03, 2010 | Sale | $46.35 | 1,000 | 46,349 | 19,988 | Aug 03, 2010, 12:31 PM | |
| MORN | Morningstar, Inc. | Chen Peng | Pres., Ibbotson Assoc. | Aug 02, 2010 | Sale | $45.35 | 1,000 | 45,351 | 20,988 | Aug 02, 2010, 03:03 PM |
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