| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Morningstar, Inc. | Director | Common Stock (Restricted Stock Units) | 10.2K | $2.92M | $305.47 | May 15, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | May 15, 2025 | 1 | $0 | 4 | May 19, 2025 | Director |
| MORN | Morningstar, Inc. | May 15, 2024 | 1 | $0 | 4 | May 17, 2024 | Director |
| MORN | Morningstar, Inc. | Nov 14, 2023 | 1 | -$108K | 4 | Nov 15, 2023 | Director |
| MORN | Morningstar, Inc. | May 15, 2023 | 1 | $0 | 4 | May 17, 2023 | Director |
| MORN | Morningstar, Inc. | May 15, 2022 | 2 | -$145K | 4 | May 17, 2022 | Director |
| MORN | Morningstar, Inc. | May 17, 2021 | 1 | -$60.7K | 4 | May 19, 2021 | Director |
| MORN | Morningstar, Inc. | May 15, 2021 | 1 | $0 | 4 | May 18, 2021 | Director |