| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Morningstar, Inc. | Chief Talent & Culture Officer | Common Stock (Restricted Stock Units) | 23.6K | $7.22M | $305.47 | 15 May 2022 | Direct |
| Morningstar, Inc. | Chief Talent & Culture Officer | Common Stock | 24.8K | $6.93M | $279.55 | 17 Nov 2022 | Direct |
| Morningstar, Inc. | Chief Talent & Culture Officer | Common Stock | 11.2K | $3.13M | $279.55 | 17 Nov 2022 | By spouse |
| Morningstar, Inc. | Chief Talent & Culture Officer | Market Stock Units | 0 | $269.66 | 17 Nov 2022 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | 17 Nov 2022 | 4 | -$131K | 4 | Chief Talent & Culture Officer | 21 Nov 2022, 17:09 |
| MORN | Morningstar, Inc. | 15 Nov 2022 | 1 | $0 | 4 | Chief Talent & Culture Officer | 17 Nov 2022, 14:36 |
| MORN | Morningstar, Inc. | 10 Nov 2022 | 3 | -$2.42M | 4 | Chief Talent & Culture Officer | 14 Nov 2022, 15:13 |
| MORN | Morningstar, Inc. | 15 May 2022 | 6 | -$244K | 4 | Chief Talent & Culture Officer | 17 May 2022, 17:59 |
| MORN | Morningstar, Inc. | 16 Nov 2021 | 4 | -$192K | 4 | Head of Talent and Culture | 18 Nov 2021, 14:50 |
| MORN | Morningstar, Inc. | 15 Nov 2021 | 1 | $0 | 4 | Head of Talent and Culture | 17 Nov 2021, 11:25 |
| MORN | Morningstar, Inc. | 24 May 2021 | 2 | -$710K | 4 | Head of Talent and Culture | 26 May 2021, 17:06 |
| MORN | Morningstar, Inc. | 15 May 2021 | 3 | -$277K | 4/A | Head of Talent and Culture | 26 May 2021, 17:03 |