| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| ROSS STORES, INC. | Director | Common Stock | 8,021 | $1,129,196 | $140.78 | 21 May 2025 | Direct |
| Morningstar, Inc. | Director | Common Stock (Restricted Stock Units) | 3,826 | $979,337 | $305.47 | 15 May 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| ROST | ROSS STORES, INC. | 21 May 2025 | 1 | $0 | 4 | Director | 23 May 2025, 16:50 |
| MORN | Morningstar, Inc. | 15 May 2025 | 1 | $0 | 4 | Director | 19 May 2025, 20:38 |
| ROST | ROSS STORES, INC. | 22 May 2024 | 1 | $0 | 4 | Director | 24 May 2024, 14:17 |
| MORN | Morningstar, Inc. | 15 May 2024 | 1 | $0 | 4 | Director | 17 May 2024, 17:44 |
| ROST | ROSS STORES, INC. | 17 May 2023 | 1 | $0 | 4 | Director | 19 May 2023, 17:40 |
| MORN | Morningstar, Inc. | 15 May 2023 | 1 | $0 | 4 | Director | 17 May 2023, 20:11 |
| ROST | ROSS STORES, INC. | 18 May 2022 | 1 | $0 | 4 | Director | 20 May 2022, 18:58 |
| MORN | Morningstar, Inc. | 15 May 2022 | 1 | $0 | 4 | Director | 17 May 2022, 15:01 |
| MORN | Morningstar, Inc. | 15 May 2021 | 1 | $0 | 4 | Director | 18 May 2021, 19:14 |
| MORN | Morningstar, Inc. | 14 May 2021 | 0 | $0 | 3 | Director | 18 May 2021, 19:05 |