| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Morningstar, Inc. | Chief Revenue Officer | Common Stock (Restricted Stock Units) | 14.3K | $4.35M | $305.47 | May 15, 2025 | Direct |
| Morningstar, Inc. | Chief Revenue Officer | Common Stock | 14.9K | $3.15M | $211.95 | Nov 15, 2025 | Direct |
| Morningstar, Inc. | Chief Revenue Officer | Market Stock Units | 0 | $517K | $342.99 | Nov 15, 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | Nov 15, 2025 | 3 | -$32.6K | 4 | Nov 18, 2025 | Chief Revenue Officer |
| MORN | Morningstar, Inc. | May 15, 2025 | 5 | -$261K | 4 | May 19, 2025 | Chief Revenue Officer |
| MORN | Morningstar, Inc. | Nov 15, 2024 | 5 | -$52.8K | 4 | Nov 19, 2024 | Chief Revenue Officer |
| MORN | Morningstar, Inc. | Aug 31, 2024 | 1 | -$34.8K | 4 | Mar 4, 2025 | Chief Revenue Officer |
| MORN | Morningstar, Inc. | Jul 31, 2024 | 1 | -$513K | 4 | Jul 31, 2024 | Chief Revenue Officer |
| MORN | Morningstar, Inc. | May 15, 2024 | 6 | -$194K | 4 | May 17, 2024 | Chief Revenue Officer |
| MORN | Morningstar, Inc. | Nov 17, 2023 | 4 | -$84.4K | 4 | Nov 20, 2023 | Chief Revenue Officer |
| MORN | Morningstar, Inc. | Nov 15, 2023 | 1 | $0 | 4 | Nov 17, 2023 | Chief Revenue Officer |
| MORN | Morningstar, Inc. | Aug 2, 2023 | 1 | -$450K | 4 | Aug 3, 2023 | Chief Revenue Officer |
| MORN | Morningstar, Inc. | May 15, 2023 | 6 | -$156K | 4 | May 17, 2023 | Chief Revenue Officer |
| MORN | Morningstar, Inc. | Mar 1, 2023 | 1 | $0 | 4 | Mar 3, 2023 | Chief Revenue Officer |
| MORN | Morningstar, Inc. | Nov 17, 2022 | 4 | -$114K | 4 | Nov 21, 2022 | Chief Revenue Officer |
| MORN | Morningstar, Inc. | Nov 15, 2022 | 1 | $0 | 4 | Nov 17, 2022 | Chief Revenue Officer |
| MORN | Morningstar, Inc. | May 15, 2022 | 7 | -$211K | 4 | May 17, 2022 | Chief Revenue Officer |
| MORN | Morningstar, Inc. | Nov 16, 2021 | 4 | -$143K | 4 | Nov 18, 2021 | Chief Revenue Officer |
| MORN | Morningstar, Inc. | Nov 15, 2021 | 1 | $0 | 4 | Nov 17, 2021 | Chief Revenue Officer |
| MORN | Morningstar, Inc. | Aug 2, 2021 | 1 | -$152K | 4 | Aug 4, 2021 | Chief Revenue Officer |
| MORN | Morningstar, Inc. | May 15, 2021 | 2 | $0 | 4/A | Nov 12, 2021 | Chief Revenue Officer |