| Company | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| Morningstar, Inc. | CAO & PAO | Common Stock (Restricted Stock Units) | 1,184 | $412,719 | $348.58 | 01 Mar 2025 | Direct |
| Morningstar, Inc. | CAO & PAO | Common Stock | 1,871 | $396,558 | $211.95 | 15 Nov 2025 | Direct |
| Morningstar, Inc. | CAO & PAO | Market Stock Units | 294 | $37,292 | $342.13 | 15 Nov 2025 | Direct |
| Morningstar, Inc. | CAO & PAO | Conmon Stock (Restricted Units) | 1,887 | 15 Nov 2025 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Role | Filing Time |
|---|---|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | 15 Nov 2025 | 5 | -$5,935 | 4 | CAO & PAO | 18 Nov 2025, 18:07 |
| MORN | Morningstar, Inc. | 01 Sep 2025 | 1 | -$5,248 | 4 | CAO & PAO | 02 Sep 2025, 16:59 |
| MORN | Morningstar, Inc. | 15 May 2025 | 5 | -$26,351 | 4 | CAO & PAO | 19 May 2025, 21:05 |
| MORN | Morningstar, Inc. | 15 Nov 2024 | 1 | $0 | 4 | CAO & PAO | 19 Nov 2024, 19:01 |
| MORN | Morningstar, Inc. | 02 Sep 2024 | 2 | -$8,158 | 4 | CAO & PAO | 04 Mar 2025, 16:58 |
| MORN | Morningstar, Inc. | 15 May 2024 | 3 | -$15,458 | 4 | CAO & PAO | 17 May 2024, 20:12 |
| MORN | Morningstar, Inc. | 15 Mar 2024 | 0 | $0 | 3 | PAO & CAO | 18 Mar 2024, 17:20 |