| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Morningstar, Inc. | CEO, Director | Common Stock (Restricted Stock Units) | 138,292 | $40,610,098 | $305.47 | 15 May 2025 | Direct |
| Morningstar, Inc. | CEO, Director | Common Stock | 140,330 | $29,742,943 | $211.95 | 15 Nov 2025 | Direct |
| Morningstar, Inc. | CEO, Director | Market Stock Units | 10,810 | $2,034,647 | $342.13 | 15 Nov 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | 15 Nov 2025 | 4 | -$175,071 | 4 | CEO, Director | 18 Nov 2025, 18:07 |
| MORN | Morningstar, Inc. | 15 May 2025 | 5 | -$2,114,535 | 4 | CEO, Director | 19 May 2025, 21:37 |
| MORN | Morningstar, Inc. | 26 Dec 2024 | 1 | $0 | 4 | CEO, Director | 27 Dec 2024, 21:12 |
| MORN | Morningstar, Inc. | 15 Nov 2024 | 5 | -$421,878 | 4 | CEO, Director | 19 Nov 2024, 19:07 |
| MORN | Morningstar, Inc. | 15 May 2024 | 6 | -$1,980,346 | 4 | CEO, Director | 17 May 2024, 20:22 |
| MORN | Morningstar, Inc. | 17 Nov 2023 | 4 | -$742,374 | 4 | CEO, Director | 20 Nov 2023, 20:52 |
| MORN | Morningstar, Inc. | 15 Nov 2023 | 1 | $0 | 4 | CEO, Director | 17 Nov 2023, 14:29 |
| MORN | Morningstar, Inc. | 15 May 2023 | 6 | -$1,845,077 | 4 | CEO, Director | 17 May 2023, 20:15 |
| MORN | Morningstar, Inc. | 17 Nov 2022 | 4 | -$936,003 | 4 | CEO, Director | 21 Nov 2022, 17:13 |
| MORN | Morningstar, Inc. | 15 Nov 2022 | 1 | $0 | 4 | CEO, Director | 17 Nov 2022, 15:11 |
| MORN | Morningstar, Inc. | 17 Aug 2022 | 1 | $0 | 4 | CEO, Director | 19 Aug 2022, 12:52 |
| MORN | Morningstar, Inc. | 15 May 2022 | 8 | -$2,179,262 | 4 | CEO, Director | 17 May 2022, 18:07 |
| MORN | Morningstar, Inc. | 03 Jan 2022 | 1 | -$887,122 | 4 | CEO, Director | 05 Jan 2022, 16:55 |
| MORN | Morningstar, Inc. | 16 Nov 2021 | 4 | -$1,283,489 | 4 | CEO, Director | 18 Nov 2021, 14:50 |
| MORN | Morningstar, Inc. | 15 Nov 2021 | 1 | $0 | 4 | CEO, Director | 17 Nov 2021, 11:24 |
| MORN | Morningstar, Inc. | 05 Aug 2021 | 1 | $0 | 4 | CEO, Director | 09 Aug 2021, 16:53 |
| MORN | Morningstar, Inc. | 15 May 2021 | 8 | -$2,187,049 | 4/A | CEO, Director | 09 Aug 2021, 16:50 |