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| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 09/30/2019 | Morningstar, Inc. | MORN | 0 | -2,903 | 0 | -420,000 | |
| 06/30/2019 | Morningstar, Inc. | MORN | 2,903 | -981 | 420,000 | -69,000 | $144.68 |
| 03/31/2019 | Morningstar, Inc. | MORN | 3,884 | 0 | 489,000 | 62,000 | $125.90 |
| 12/31/2018 | Morningstar, Inc. | MORN | 3,884 | -5,465 | 427,000 | -750,000 | $109.94 |
| 09/30/2018 | Morningstar, Inc. | MORN | 9,349 | -466 | 1,177,000 | -82,000 | $125.90 |
| 06/30/2018 | Morningstar, Inc. | MORN | 9,815 | 1,000 | 1,259,000 | 417,000 | $128.27 |
| 03/31/2018 | Morningstar, Inc. | MORN | 8,815 | 4,100 | 842,000 | 385,000 | $95.52 |
| 12/31/2017 | Morningstar, Inc. | MORN | 4,715 | 4,715 | 457,000 | 457,000 | $96.92 |
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