Ownership

Kunal Kapoor

Insider Reports History

Entity: Individual
Location: Morningstar, Inc., 22 West Washington Street, Chicago, IL
Signature: /s/ Kathleen Peacock, by power of attorney
All insider transactions: Transactions in reports broken out by “transaction date” reported in original SEC filing, see here for transactions aggregated across transaction date

Holdings reported by Kunal Kapoor:

Stock	Role	Class	Num Shares	Value	Price $	Report Date	Ownership
Morningstar, Inc.	CEO, Director	Common Stock	133K	$47.5M	$356.49	Dec 26, 2024	Direct
Morningstar, Inc.	CEO, Director	Common Stock (Restricted Stock Units)	133K	$40.6M	$305.47	May 15, 2024	Direct
Morningstar, Inc.	CEO, Director	Market Stock Units	5.95K	$2.03M	$342.13	Nov 15, 2024	Direct

Showing 1 to 3 of 3 entries

Insider Reports Filed by Kunal Kapoor

Symbol	Company	Period	Transactions	Value $	Form Type	Date Filed	Role
MORN	Morningstar, Inc.	Dec 26, 2024	1	$0	4	Dec 27, 2024	CEO, Director
MORN	Morningstar, Inc.	Nov 15, 2024	5	-$422K	4	Nov 19, 2024	CEO, Director
MORN	Morningstar, Inc.	May 15, 2024	6	-$1.98M	4	May 17, 2024	CEO, Director
MORN	Morningstar, Inc.	Nov 17, 2023	4	-$742K	4	Nov 20, 2023	CEO, Director
MORN	Morningstar, Inc.	Nov 15, 2023	1	$0	4	Nov 17, 2023	CEO, Director
MORN	Morningstar, Inc.	May 15, 2023	6	-$1.85M	4	May 17, 2023	CEO, Director
MORN	Morningstar, Inc.	Nov 17, 2022	4	-$936K	4	Nov 21, 2022	CEO, Director
MORN	Morningstar, Inc.	Nov 15, 2022	1	$0	4	Nov 17, 2022	CEO, Director
MORN	Morningstar, Inc.	Aug 17, 2022	1	$0	4	Aug 19, 2022	CEO, Director
MORN	Morningstar, Inc.	May 15, 2022	8	-$2.18M	4	May 17, 2022	CEO, Director
MORN	Morningstar, Inc.	Jan 3, 2022	1	-$887K	4	Jan 5, 2022	CEO, Director
MORN	Morningstar, Inc.	Nov 16, 2021	4	-$1.28M	4	Nov 18, 2021	CEO, Director
MORN	Morningstar, Inc.	Nov 15, 2021	1	$0	4	Nov 17, 2021	CEO, Director
MORN	Morningstar, Inc.	Aug 5, 2021	1	$0	4	Aug 9, 2021	CEO, Director
MORN	Morningstar, Inc.	May 15, 2021	8	-$2.19M	4/A	Aug 9, 2021	CEO, Director