| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Morningstar, Inc. | Chief Financial Officer | Common Stock (Restricted Stock Units) | 23,538 | $7,190,153 | $305.47 | 15 May 2024 | Direct |
| Morningstar, Inc. | Chief Financial Officer | Common Stock | 17,304 | $6,168,703 | $356.49 | 13 Dec 2024 | Direct |
| Morningstar, Inc. | Chief Financial Officer | Market Stock Units | 1,803 | $618,411 | $342.99 | 15 Nov 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | 13 Dec 2024 | 5 | $-1,137,347 | 4 | Chief Financial Officer | 16 Dec 2024, 17:10 |
| MORN | Morningstar, Inc. | 15 Nov 2024 | 5 | $-95,008 | 4 | Chief Financial Officer | 19 Nov 2024, 19:11 |
| MORN | Morningstar, Inc. | 02 Jul 2024 | 1 | $-1,020,380 | 4 | Chief Financial Officer | 02 Jul 2024, 20:32 |
| MORN | Morningstar, Inc. | 15 May 2024 | 6 | $-387,033 | 4 | Chief Financial Officer | 17 May 2024, 20:22 |
| MORN | Morningstar, Inc. | 17 Nov 2023 | 4 | $-169,616 | 4 | Chief Financial Officer | 20 Nov 2023, 17:46 |
| MORN | Morningstar, Inc. | 15 Nov 2023 | 1 | $0 | 4 | Chief Financial Officer | 17 Nov 2023, 14:29 |
| MORN | Morningstar, Inc. | 15 May 2023 | 6 | $-329,546 | 4 | Chief Financial Officer | 17 May 2023, 20:14 |
| MORN | Morningstar, Inc. | 17 Nov 2022 | 4 | $-228,270 | 4 | Chief Financial Officer | 21 Nov 2022, 17:18 |
| MORN | Morningstar, Inc. | 15 Nov 2022 | 1 | $0 | 4 | Chief Financial Officer | 17 Nov 2022, 14:34 |
| MORN | Morningstar, Inc. | 15 May 2022 | 6 | $-555,627 | 4 | Chief Financial Officer | 17 May 2022, 18:21 |
| MORN | Morningstar, Inc. | 01 Mar 2022 | 1 | $-420,058 | 4 | Chief Financial Officer | 03 Mar 2022, 16:50 |
| MORN | Morningstar, Inc. | 22 Nov 2021 | 5 | $-959,116 | 4 | Chief Financial Officer | 23 Nov 2021, 12:45 |
| MORN | Morningstar, Inc. | 16 Nov 2021 | 4 | $-216,500 | 4 | Chief Financial Officer | 18 Nov 2021, 14:51 |
| MORN | Morningstar, Inc. | 15 Nov 2021 | 1 | $-94,006 | 4/A | Chief Financial Officer | 13 Dec 2021, 10:16 |
| MORN | Morningstar, Inc. | 15 May 2021 | 2 | $0 | 4/A | Chief Financial Officer | 12 Nov 2021, 11:49 |