| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Morningstar, Inc. | Director | Common Stock (Restricted Stock Units) | 41.9K | $14.4M | $348.58 | 15 May 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | 15 May 2025 | 1 | $0 | 4 | Director | 19 May 2025, 20:41 |
| MORN | Morningstar, Inc. | 11 Nov 2024 | 1 | -$436K | 4 | Director | 12 Nov 2024, 17:54 |
| MORN | Morningstar, Inc. | 12 Aug 2024 | 1 | -$382K | 4 | Director | 13 Aug 2024, 16:54 |
| MORN | Morningstar, Inc. | 15 May 2024 | 1 | $0 | 4 | Director | 17 May 2024, 17:58 |
| MORN | Morningstar, Inc. | 10 May 2024 | 1 | -$373K | 4 | Director | 13 May 2024, 17:12 |
| MORN | Morningstar, Inc. | 11 Mar 2024 | 1 | -$384K | 4 | Director | 12 Mar 2024, 17:16 |
| MORN | Morningstar, Inc. | 15 May 2023 | 1 | $0 | 4 | Director | 17 May 2023, 20:12 |
| MORN | Morningstar, Inc. | 15 May 2022 | 1 | $0 | 4 | Director | 17 May 2022, 14:55 |
| MORN | Morningstar, Inc. | 11 Nov 2021 | 1 | -$313K | 4 | Director | 12 Nov 2021, 11:05 |
| MORN | Morningstar, Inc. | 11 Aug 2021 | 1 | -$262K | 4 | Director | 12 Aug 2021, 16:42 |
| MORN | Morningstar, Inc. | 15 May 2021 | 1 | $0 | 4/A | Director | 12 Aug 2021, 16:38 |