| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Morningstar, Inc. | Director | Common Stock | 12,840 | $4,261,339 | $331.88 | 30 Oct 2024 | Direct |
| Morningstar, Inc. | Director | Common Stock (Restricted Units) | 17,340 | 15 May 2024 | Direct | ||
| Morningstar, Inc. | Director | Common Stock (Restricted Stock Units) | 13,460 | 15 May 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | 15 May 2025 | 1 | $0 | 4 | Director | 19 May 2025, 20:31 |
| MORN | Morningstar, Inc. | 30 Oct 2024 | 1 | -$248,910 | 4 | Director | 30 Oct 2024, 16:44 |
| MORN | Morningstar, Inc. | 30 Sep 2024 | 1 | -$237,360 | 4 | Director | 30 Sep 2024, 17:10 |
| MORN | Morningstar, Inc. | 30 Aug 2024 | 1 | -$233,700 | 4 | Director | 03 Sep 2024, 17:24 |
| MORN | Morningstar, Inc. | 30 Jul 2024 | 1 | -$243,622 | 4 | Director | 31 Jul 2024, 17:20 |
| MORN | Morningstar, Inc. | 28 Jun 2024 | 1 | -$220,658 | 4 | Director | 01 Jul 2024, 16:51 |
| MORN | Morningstar, Inc. | 15 May 2024 | 2 | -$216,802 | 4 | Director | 06 Jun 2024, 18:03 |
| MORN | Morningstar, Inc. | 15 May 2023 | 1 | $0 | 4 | Director | 17 May 2023, 20:09 |
| MORN | Morningstar, Inc. | 08 Aug 2022 | 2 | -$624,812 | 4 | Director | 10 Aug 2022, 15:07 |
| MORN | Morningstar, Inc. | 15 May 2022 | 1 | $0 | 4 | Director | 17 May 2022, 15:03 |
| MORN | Morningstar, Inc. | 15 May 2021 | 1 | $0 | 4 | Director | 18 May 2021, 19:57 |