| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Morningstar, Inc. | Director | Common Stock (Restricted Stock Units) | 35.8K | $10.7M | $305.47 | May 15, 2025 | Direct |
| Aon plc | Director | Class A Ordinary Stock | 28.7K | $10.1M | $353.55 | Jun 26, 2025 | Direct |
| HNI CORP | Director | Common Stock | 85.9K | $3.59M | $41.83 | May 13, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| AON | Aon plc | Jun 26, 2025 | 2 | -$54K | 4 | Jun 30, 2025 | Director |
| MORN | Morningstar, Inc. | May 15, 2025 | 1 | $0 | 4 | May 19, 2025 | Director |
| HNI | HNI CORP | May 13, 2025 | 1 | $0 | 4 | May 15, 2025 | Director |
| AON | Aon plc | Jun 20, 2024 | 2 | -$54K | 4 | Jun 24, 2024 | Director |
| MORN | Morningstar, Inc. | May 15, 2024 | 1 | $0 | 4 | May 17, 2024 | Director |
| HNI | HNI CORP | May 14, 2024 | 1 | $0 | 4 | May 16, 2024 | Director |
| AON | Aon plc | Jun 15, 2023 | 2 | -$58.6K | 4 | Jun 20, 2023 | Director |
| HNI | HNI CORP | May 16, 2023 | 1 | $0 | 4 | May 18, 2023 | Director |
| MORN | Morningstar, Inc. | May 15, 2023 | 1 | $0 | 4 | May 17, 2023 | Director |
| AON | Aon plc | Jun 17, 2022 | 1 | $0 | 4 | Jun 22, 2022 | Director |
| HNI | HNI CORP | May 17, 2022 | 1 | $0 | 4 | May 19, 2022 | Director |
| MORN | Morningstar, Inc. | May 15, 2022 | 1 | $0 | 4 | May 17, 2022 | Director |
| AON | Aon plc | Jun 25, 2021 | 1 | $0 | 4 | Jun 29, 2021 | Director |
| MORN | Morningstar, Inc. | May 15, 2021 | 1 | $0 | 4 | May 18, 2021 | Director |
| MORN | Morningstar, Inc. | May 15, 2021 | 1 | $0 | 4 | May 18, 2021 | Director |
| HNI | HNI CORP | May 11, 2021 | 1 | $0 | 4 | May 13, 2021 | Director |
| MORN | Morningstar, Inc. | May 1, 2020 | 3 | -$39 | 4/A | Nov 12, 2021 | Director |