| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| COCA COLA CO | Director | Phantom Share Units | 34,569 | $2,473,437 | $71.55 | 01 Apr 2025 | Direct |
| Morningstar, Inc. | Director | Common Stock (Restricted Stock Units) | 4,545 | $1,287,407 | $305.47 | 15 May 2025 | Direct |
| Morningstar, Inc. | Director | Common Stock | 3,745 | $818,115 | $218.48 | 29 Dec 2025 | Direct |
| SEMrush Holdings, Inc. | Director | Class A Common Stock | 44,389 | $453,655 | $10.22 | 09 Jun 2025 | Direct |
| COCA COLA CO | Director | Common Stock, $.25 Par Value | 1,104 | $78,901 | $71.47 | 01 Apr 2025 | By Living Trust |
| COCA COLA CO | Director | Common Stock, $.25 Par Value | 1,104 | $67,203 | $60.87 | 01 Apr 2024 | By Living Trust |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | 29 Dec 2025 | 1 | -$131,090 | 4 | Director | 30 Dec 2025, 16:22 |
| SEMR | SEMrush Holdings, Inc. | 09 Jun 2025 | 1 | $0 | 4 | Director | 10 Jun 2025, 17:25 |
| MORN | Morningstar, Inc. | 15 May 2025 | 2 | -$61,968 | 4 | Director | 19 May 2025, 21:04 |
| SEMR | SEMrush Holdings, Inc. | 01 May 2025 | 1 | $0 | 4 | Director | 05 May 2025, 17:24 |
| SEMR | SEMrush Holdings, Inc. | 01 May 2025 | 0 | $0 | 3 | Director | 05 May 2025, 17:05 |
| KO | COCA COLA CO | 01 Apr 2025 | 1 | +$290,000 | 4 | Director | 03 Apr 2025, 12:29 |
| MORN | Morningstar, Inc. | 24 Jun 2024 | 1 | -$86,124 | 4 | Director | 25 Jun 2024, 16:40 |
| MORN | Morningstar, Inc. | 15 May 2024 | 1 | $0 | 4 | Director | 17 May 2024, 17:36 |
| KO | COCA COLA CO | 01 Apr 2024 | 1 | +$200,000 | 4 | Director | 03 Apr 2024, 13:02 |
| MORN | Morningstar, Inc. | 15 May 2023 | 3 | -$124,549 | 4 | Director | 17 May 2023, 20:09 |
| KO | COCA COLA CO | 31 Mar 2023 | 1 | +$200,000 | 4 | Director | 04 Apr 2023, 14:18 |
| MORN | Morningstar, Inc. | 17 Nov 2022 | 1 | $0 | 4 | Director | 21 Nov 2022, 16:01 |
| MORN | Morningstar, Inc. | 05 Aug 2022 | 1 | -$56,205 | 4 | Director | 09 Aug 2022, 16:56 |
| MORN | Morningstar, Inc. | 19 May 2022 | 2 | -$226,912 | 4 | Director | 20 May 2022, 14:40 |
| MORN | Morningstar, Inc. | 15 May 2022 | 1 | $0 | 4 | Director | 17 May 2022, 14:53 |
| KO | COCA COLA CO | 01 Apr 2022 | 1 | +$200,000 | 4 | Director | 05 Apr 2022, 15:18 |
| MORN | Morningstar, Inc. | 02 Aug 2021 | 1 | -$118,005 | 4 | Director | 04 Aug 2021, 13:16 |
| MORN | Morningstar, Inc. | 15 May 2021 | 1 | $0 | 4 | Director | 18 May 2021, 20:01 |
| MORN | Morningstar, Inc. | 01 Feb 2021 | 1 | +$1,152 | 4/A | Director | 12 Nov 2021, 11:58 |