| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Morningstar, Inc. | Director | Common Stock (Restricted Stock Units) | 10,194 | $2,924,570 | $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, 21:02 |
| MORN | Morningstar, Inc. | 15 May 2024 | 1 | $0 | 4 | Director | 17 May 2024, 17:43 |
| MORN | Morningstar, Inc. | 14 Nov 2023 | 1 | $107,564 | 4 | Director | 15 Nov 2023, 14:08 |
| MORN | Morningstar, Inc. | 15 May 2023 | 1 | $0 | 4 | Director | 17 May 2023, 20:11 |
| MORN | Morningstar, Inc. | 15 May 2022 | 2 | $144,600 | 4 | Director | 17 May 2022, 14:49 |
| MORN | Morningstar, Inc. | 17 May 2021 | 1 | $60,728 | 4 | Director | 19 May 2021, 15:50 |
| MORN | Morningstar, Inc. | 15 May 2021 | 1 | $0 | 4 | Director | 18 May 2021, 19:01 |