| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Morningstar, Inc. | Director | Common Stock (Restricted Stock Units) | 35,790 | $10,743,380 | $305.47 | 15 May 2025 | Direct |
| Aon plc | Director | Class A Ordinary Stock | 28,704 | $10,148,288 | $353.55 | 26 Jun 2025 | Direct |
| HNI CORP | Director | Common Stock | 85,891 | $3,592,820 | $41.83 | 13 May 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| AON | Aon plc | 26 Jun 2025 | 2 | -$54,049 | 4 | Director | 30 Jun 2025, 17:07 |
| MORN | Morningstar, Inc. | 15 May 2025 | 1 | $0 | 4 | Director | 19 May 2025, 20:56 |
| HNI | HNI CORP | 13 May 2025 | 1 | $0 | 4 | Director | 15 May 2025, 12:21 |
| AON | Aon plc | 20 Jun 2024 | 2 | -$54,025 | 4 | Director | 24 Jun 2024, 16:36 |
| MORN | Morningstar, Inc. | 15 May 2024 | 1 | $0 | 4 | Director | 17 May 2024, 17:36 |
| HNI | HNI CORP | 14 May 2024 | 1 | $0 | 4 | Director | 16 May 2024, 16:09 |
| AON | Aon plc | 15 Jun 2023 | 2 | -$58,598 | 4 | Director | 20 Jun 2023, 16:30 |
| HNI | HNI CORP | 16 May 2023 | 1 | $0 | 4 | Director | 18 May 2023, 14:43 |
| MORN | Morningstar, Inc. | 15 May 2023 | 1 | $0 | 4 | Director | 17 May 2023, 20:10 |
| AON | Aon plc | 17 Jun 2022 | 1 | $0 | 4 | Director | 22 Jun 2022, 20:22 |
| HNI | HNI CORP | 17 May 2022 | 1 | $0 | 4 | Director | 19 May 2022, 15:22 |
| MORN | Morningstar, Inc. | 15 May 2022 | 1 | $0 | 4 | Director | 17 May 2022, 15:04 |
| AON | Aon plc | 25 Jun 2021 | 1 | $0 | 4 | Director | 29 Jun 2021, 18:21 |
| MORN | Morningstar, Inc. | 15 May 2021 | 1 | $0 | 4 | Director | 18 May 2021, 20:09 |
| MORN | Morningstar, Inc. | 15 May 2021 | 1 | $0 | 4 | Director | 18 May 2021, 18:52 |
| HNI | HNI CORP | 11 May 2021 | 1 | $0 | 4 | Director | 13 May 2021, 16:28 |
| MORN | Morningstar, Inc. | 01 May 2020 | 3 | -$38.94 | 4/A | Director | 12 Nov 2021, 11:55 |