Kimberly J. McGarry

Insider Reports History

Entity
Individual
Location
22 West Washington Street, 6 Th Floor, 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 Kimberly J. McGarry:

Stock Role Class Num Shares Value Price $ Report Date Ownership
Morningstar, Inc. Chief Accounting Officer Common Stock (Restricted Stock Units) 2.47K $754K $305.47 May 15, 2023 Direct
Morningstar, Inc. Chief Accounting Officer Common Stock 2.31K $645K $279.55 Nov 17, 2023 Direct
Morningstar, Inc. Chief Accounting Officer Market Stock Units 114 $30.7K $269.66 Nov 15, 2023 Direct

Insider Reports Filed by Kimberly J. McGarry

Symbol Company Period Transactions Value $ Form Type Date Filed Role
MORN Morningstar, Inc. Nov 17, 2023 1 -$8.9K 4 Nov 20, 2023 Chief Accounting Officer
MORN Morningstar, Inc. Nov 15, 2023 1 $0 4 Nov 17, 2023 Chief Accounting Officer
MORN Morningstar, Inc. May 15, 2023 3 -$24.5K 4 May 17, 2023 Global Controller & CAO
MORN Morningstar, Inc. Nov 15, 2022 1 $0 4 Nov 17, 2022 Global Controller & CAO
MORN Morningstar, Inc. May 15, 2022 4 -$21.4K 4 May 17, 2022 Global Controller & CAO
MORN Morningstar, Inc. May 15, 2021 2 -$13.2K 4 May 18, 2021 Global Controller & CAO
MORN Morningstar, Inc. Nov 15, 2020 4 -$47K 4 Dec 22, 2022 Global Controller & CAO