| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| COCA COLA CO | Director | Phantom Share Units | 34.6K | $2.47M | $71.55 | Apr 1, 2025 | Direct |
| Morningstar, Inc. | Director | Common Stock | 4.34K | $1.35M | $309.84 | May 16, 2025 | Direct |
| Morningstar, Inc. | Director | Common Stock (Restricted Stock Units) | 4.54K | $1.29M | $305.47 | May 15, 2025 | Direct |
| SEMrush Holdings, Inc. | Director | Class A Common Stock | 44.4K | $454K | $10.22 | Jun 9, 2025 | Direct |
| COCA COLA CO | Director | Common Stock, $.25 Par Value | 1.1K | $78.9K | $71.47 | Apr 1, 2025 | By Living Trust |
| COCA COLA CO | Director | Common Stock, $.25 Par Value | 1.1K | $67.2K | $60.87 | Apr 1, 2024 | By Living Trust |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| SEMR | SEMrush Holdings, Inc. | Jun 9, 2025 | 1 | $0 | 4 | Jun 10, 2025 | Director |
| MORN | Morningstar, Inc. | May 15, 2025 | 2 | -$62K | 4 | May 19, 2025 | Director |
| SEMR | SEMrush Holdings, Inc. | May 1, 2025 | 1 | $0 | 4 | May 5, 2025 | Director |
| SEMR | SEMrush Holdings, Inc. | May 1, 2025 | 0 | $0 | 3 | May 5, 2025 | Director |
| KO | COCA COLA CO | Apr 1, 2025 | 1 | $290K | 4 | Apr 3, 2025 | Director |
| MORN | Morningstar, Inc. | Jun 24, 2024 | 1 | -$86.1K | 4 | Jun 25, 2024 | Director |
| MORN | Morningstar, Inc. | May 15, 2024 | 1 | $0 | 4 | May 17, 2024 | Director |
| KO | COCA COLA CO | Apr 1, 2024 | 1 | $200K | 4 | Apr 3, 2024 | Director |
| MORN | Morningstar, Inc. | May 15, 2023 | 3 | -$125K | 4 | May 17, 2023 | Director |
| KO | COCA COLA CO | Mar 31, 2023 | 1 | $200K | 4 | Apr 4, 2023 | Director |
| MORN | Morningstar, Inc. | Nov 17, 2022 | 1 | $0 | 4 | Nov 21, 2022 | Director |
| MORN | Morningstar, Inc. | Aug 5, 2022 | 1 | -$56.2K | 4 | Aug 9, 2022 | Director |
| MORN | Morningstar, Inc. | May 19, 2022 | 2 | -$227K | 4 | May 20, 2022 | Director |
| MORN | Morningstar, Inc. | May 15, 2022 | 1 | $0 | 4 | May 17, 2022 | Director |
| KO | COCA COLA CO | Apr 1, 2022 | 1 | $200K | 4 | Apr 5, 2022 | Director |
| MORN | Morningstar, Inc. | Aug 2, 2021 | 1 | -$118K | 4 | Aug 4, 2021 | Director |
| MORN | Morningstar, Inc. | May 15, 2021 | 1 | $0 | 4 | May 18, 2021 | Director |
| MORN | Morningstar, Inc. | Feb 1, 2021 | 1 | $1.15K | 4/A | Nov 12, 2021 | Director |