| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Morningstar, Inc. | Director | Common Stock | 5,449 | $1,836,963 | $337.12 | 18 Nov 2024 | Direct |
| Morningstar, Inc. | Director | Common Stock (Restricted Stock Units) | 6,069 | $1,767,449 | $305.47 | 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, 20:51 |
| MORN | Morningstar, Inc. | 18 Nov 2024 | 1 | $0 | 4 | Director | 20 Nov 2024, 17:52 |
| MORN | Morningstar, Inc. | 15 May 2024 | 1 | $0 | 4 | Director | 17 May 2024, 17:45 |
| MORN | Morningstar, Inc. | 05 Sep 2023 | 1 | -$145,000 | 4 | Director | 07 Sep 2023, 12:13 |
| MORN | Morningstar, Inc. | 27 Jul 2023 | 1 | -$88,875 | 4 | Director | 28 Jul 2023, 14:48 |
| MORN | Morningstar, Inc. | 15 May 2023 | 1 | $0 | 4 | Director | 17 May 2023, 20:11 |
| MORN | Morningstar, Inc. | 15 May 2022 | 1 | $0 | 4 | Director | 17 May 2022, 14:48 |
| MORN | Morningstar, Inc. | 15 May 2021 | 1 | $0 | 4 | Director | 18 May 2021, 19:04 |