Kimberly J. McGarry

Insider Reports History

Location
San Jose, CA
Signature
/s/ Aparna Bawa, Attorney-in-Fact
All insider transactions
Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Kimberly J. McGarry:

Company Role Class Num Shares Value Price $ Report Date Ownership
Morningstar, Inc. Chief Accounting Officer Common Stock (Restricted Stock Units) 2,469 $754,205 $305.47 15 May 2023 Direct
Morningstar, Inc. Chief Accounting Officer Common Stock 2,307 $644,931 $279.55 17 Nov 2023 Direct
Morningstar, Inc. Chief Accounting Officer Market Stock Units 114 $30,741 $269.66 15 Nov 2023 Direct

Insider Reports Filed by Kimberly J. McGarry

Symbol Company Period Transactions Value $ Form Type Role Filing Time
ZM Zoom Communications, Inc. 14 Aug 2025 0 $0 3 Chief Accounting Officer 22 Aug 2025, 17:34
MORN Morningstar, Inc. 17 Nov 2023 1 -$8,899 4 Chief Accounting Officer 20 Nov 2023, 21:16
MORN Morningstar, Inc. 15 Nov 2023 1 $0 4 Chief Accounting Officer 17 Nov 2023, 14:29
MORN Morningstar, Inc. 15 May 2023 3 -$24,502 4 Global Controller & CAO 17 May 2023, 20:15
MORN Morningstar, Inc. 15 Nov 2022 1 $0 4 Global Controller & CAO 17 Nov 2022, 14:45
MORN Morningstar, Inc. 15 May 2022 4 -$21,380 4 Global Controller & CAO 17 May 2022, 18:18
MORN Morningstar, Inc. 15 May 2021 2 -$13,231 4 Global Controller & CAO 18 May 2021, 20:40
MORN Morningstar, Inc. 15 Nov 2020 4 -$47,042 4 Global Controller & CAO 22 Dec 2022, 15:55