| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Morningstar, Inc. | Director | Common Stock (Restricted Stock Units) | 42.6K | $13M | $305.47 | Aug 12, 2024 | Direct |
| Morningstar, Inc. | Director | Common Stock | 43.2K | $12.9M | $298.13 | May 10, 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | Aug 12, 2024 | 1 | -$382K | 4 | Aug 13, 2024 | Director |
| MORN | Morningstar, Inc. | May 15, 2024 | 1 | $0 | 4 | May 17, 2024 | Director |
| MORN | Morningstar, Inc. | May 10, 2024 | 1 | -$373K | 4 | May 13, 2024 | Director |
| MORN | Morningstar, Inc. | Mar 11, 2024 | 1 | -$384K | 4 | Mar 12, 2024 | Director |
| MORN | Morningstar, Inc. | May 15, 2023 | 1 | $0 | 4 | May 17, 2023 | Director |
| MORN | Morningstar, Inc. | May 15, 2022 | 1 | $0 | 4 | May 17, 2022 | Director |
| MORN | Morningstar, Inc. | Nov 11, 2021 | 1 | -$313K | 4 | Nov 12, 2021 | Director |
| MORN | Morningstar, Inc. | Aug 11, 2021 | 1 | -$262K | 4 | Aug 12, 2021 | Director |
| MORN | Morningstar, Inc. | May 15, 2021 | 1 | $0 | 4/A | Aug 12, 2021 | Director |