| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Morningstar, Inc. | Chief Revenue Officer | Common Stock (Restricted Stock Units) | 14.3K | $4.35M | $305.47 | 15 May 2025 | Direct |
| Morningstar, Inc. | Chief Revenue Officer | Common Stock | 14.9K | $3.15M | $211.95 | 15 Nov 2025 | Direct |
| Morningstar, Inc. | Chief Revenue Officer | Market Stock Units | 0 | $517K | $342.99 | 15 Nov 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | 15 Nov 2025 | 3 | -$32.6K | 4 | Chief Revenue Officer | 18 Nov 2025, 18:07 |
| MORN | Morningstar, Inc. | 15 May 2025 | 5 | -$261K | 4 | Chief Revenue Officer | 19 May 2025, 20:49 |
| MORN | Morningstar, Inc. | 15 Nov 2024 | 5 | -$52.8K | 4 | Chief Revenue Officer | 19 Nov 2024, 19:09 |
| MORN | Morningstar, Inc. | 31 Aug 2024 | 1 | -$34.8K | 4 | Chief Revenue Officer | 04 Mar 2025, 17:29 |
| MORN | Morningstar, Inc. | 31 Jul 2024 | 1 | -$513K | 4 | Chief Revenue Officer | 31 Jul 2024, 17:11 |
| MORN | Morningstar, Inc. | 15 May 2024 | 6 | -$194K | 4 | Chief Revenue Officer | 17 May 2024, 20:19 |
| MORN | Morningstar, Inc. | 17 Nov 2023 | 4 | -$84.4K | 4 | Chief Revenue Officer | 20 Nov 2023, 17:46 |
| MORN | Morningstar, Inc. | 15 Nov 2023 | 1 | $0 | 4 | Chief Revenue Officer | 17 Nov 2023, 14:30 |
| MORN | Morningstar, Inc. | 02 Aug 2023 | 1 | -$450K | 4 | Chief Revenue Officer | 03 Aug 2023, 14:41 |
| MORN | Morningstar, Inc. | 15 May 2023 | 6 | -$156K | 4 | Chief Revenue Officer | 17 May 2023, 20:14 |
| MORN | Morningstar, Inc. | 01 Mar 2023 | 1 | $0 | 4 | Chief Revenue Officer | 03 Mar 2023, 14:34 |
| MORN | Morningstar, Inc. | 17 Nov 2022 | 4 | -$114K | 4 | Chief Revenue Officer | 21 Nov 2022, 17:16 |
| MORN | Morningstar, Inc. | 15 Nov 2022 | 1 | $0 | 4 | Chief Revenue Officer | 17 Nov 2022, 14:47 |
| MORN | Morningstar, Inc. | 15 May 2022 | 7 | -$211K | 4 | Chief Revenue Officer | 17 May 2022, 18:10 |
| MORN | Morningstar, Inc. | 16 Nov 2021 | 4 | -$143K | 4 | Chief Revenue Officer | 18 Nov 2021, 14:50 |
| MORN | Morningstar, Inc. | 15 Nov 2021 | 1 | $0 | 4 | Chief Revenue Officer | 17 Nov 2021, 11:25 |
| MORN | Morningstar, Inc. | 02 Aug 2021 | 1 | -$152K | 4 | Chief Revenue Officer | 04 Aug 2021, 16:24 |
| MORN | Morningstar, Inc. | 15 May 2021 | 2 | $0 | 4/A | Chief Revenue Officer | 12 Nov 2021, 11:52 |