MORN

SEC source: 0001289419-24-000083 · wk-form4_1724790550.xml · nonDerivative · entry 4

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,562,589

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F5 · price: The transaction was executed in multiple trades at prices ranging from $313.2750 to $314.2650. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000083 · wk-form4_1724790550.xml · nonDerivative · entry 3

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,565,950

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F4 · price: The transaction was executed in multiple trades at prices ranging from $312.2500 to $313.2100. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000083 · wk-form4_1724790550.xml · nonDerivative · entry 2

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,568,781

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F3 · price: The transaction was executed in multiple trades at prices ranging from $311.2450 to $312.2400. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000083 · wk-form4_1724790550.xml · nonDerivative · entry 1

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,570,016

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F2 · price: The transaction was executed in multiple trades at prices ranging from $310.2101 to $311.1800. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000079 · wk-form4_1724446262.xml · nonDerivative · entry 5

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,570,195

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F6 · price: The transaction was executed in multiple trades at prices ranging from $313.1600 to $313.3050. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000079 · wk-form4_1724446262.xml · nonDerivative · entry 4

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,570,440

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F5 · price: The transaction was executed in multiple trades at prices ranging from $312.1300 to $313.1000. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000079 · wk-form4_1724446262.xml · nonDerivative · entry 3

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,572,024

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F4 · price: The transaction was executed in multiple trades at prices ranging from $311.1100 to $312.1000. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000079 · wk-form4_1724446262.xml · nonDerivative · entry 2

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,574,707

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F3 · price: The transaction was executed in multiple trades at prices ranging from $312.3800 to $313.0900. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000079 · wk-form4_1724446262.xml · nonDerivative · entry 1

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,576,319

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F2 · price: The transaction was executed in multiple trades at prices ranging from $311.3100 to $312.2800. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000077 · wk-form4_1724274186.xml · nonDerivative · entry 5

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,580,916

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F6 · price: The transaction was executed in multiple trades at prices ranging from $315.5800 to $316.0800. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000077 · wk-form4_1724274186.xml · nonDerivative · entry 4

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,580,950

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F5 · price: The transaction was executed in multiple trades at prices ranging from $314.5000 to $315.4700. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000077 · wk-form4_1724274186.xml · nonDerivative · entry 3

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,581,130

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F4 · price: The transaction was executed in multiple trades at prices ranging from $317.6500 to $318.1400. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000077 · wk-form4_1724274186.xml · nonDerivative · entry 2

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,581,539

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F3 · price: The transaction was executed in multiple trades at prices ranging from $316.4800 to $317.0050. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000077 · wk-form4_1724274186.xml · nonDerivative · entry 1

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,581,799

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F2 · price: The transaction was executed in multiple trades at prices ranging from $315.3300 to $316.3200. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000075 · wk-form4_1724100022.xml · nonDerivative · entry 8

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,584,968

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F9 · price: The transaction was executed in multiple trades at prices ranging from $316.1800 to $316.9250. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000075 · wk-form4_1724100022.xml · nonDerivative · entry 7

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,587,692

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F8 · price: The transaction was executed in multiple trades at prices ranging from $315.1800 to $316.1650. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000075 · wk-form4_1724100022.xml · nonDerivative · entry 6

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,590,271

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F7 · price: The transaction was executed in multiple trades at prices ranging from $313.6650 to $314.6150. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000075 · wk-form4_1724100022.xml · nonDerivative · entry 5

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,592,198

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F6 · price: The transaction was executed in multiple trades at prices ranging from $312.6301 to $313.6050. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000075 · wk-form4_1724100022.xml · nonDerivative · entry 4

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,592,890

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F5 · price: The transaction was executed in multiple trades at prices ranging from $313.4500 to $313.9900. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000075 · wk-form4_1724100022.xml · nonDerivative · entry 3

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,593,882

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F4 · price: The transaction was executed in multiple trades at prices ranging from $312.3900 to $313.3100. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000075 · wk-form4_1724100022.xml · nonDerivative · entry 2

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,597,214

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F3 · price: The transaction was executed in multiple trades at prices ranging from $311.3700 to $312.0400. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000075 · wk-form4_1724100022.xml · nonDerivative · entry 1

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,597,996

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F2 · price: The transaction was executed in multiple trades at prices ranging from $310.1500 to $311.1100. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000073 · wk-form4_1723757425.xml · nonDerivative · entry 8

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,599,799

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F9 · price: The transaction was executed in multiple trades at prices ranging from $311.0650 to $311.4200. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000073 · wk-form4_1723757425.xml · nonDerivative · entry 7

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,600,754

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F8 · price: The transaction was executed in multiple trades at prices ranging from $310.0250 to $311.0000. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000073 · wk-form4_1723757425.xml · nonDerivative · entry 6

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,603,413

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F7 · price: The transaction was executed in multiple trades at prices ranging from $309.0500 to $309.8801. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000073 · wk-form4_1723757425.xml · nonDerivative · entry 5

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,605,056

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F6 · price: The transaction was executed in multiple trades at prices ranging from $310.6400 to $310.7500. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000073 · wk-form4_1723757425.xml · nonDerivative · entry 4

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,605,242

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F5 · price: The transaction was executed in multiple trades at prices ranging from $309.5950 to $310.5550. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000073 · wk-form4_1723757425.xml · nonDerivative · entry 3

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,607,240

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F4 · price: The transaction was executed in multiple trades at prices ranging from $308.5850 to $309.5600. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000073 · wk-form4_1723757425.xml · nonDerivative · entry 2

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,608,592

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F3 · price: The transaction was executed in multiple trades at prices ranging from $307.4900 to $308.4900. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000073 · wk-form4_1723757425.xml · nonDerivative · entry 1

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,610,066

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F2 · price: The transaction was executed in multiple trades at prices ranging from $306.4650 to $307.4550. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000071 · wk-form4_1723582531.xml · nonDerivative · entry 5

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,610,555

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F6 · price: The transaction was executed in multiple trades at prices ranging from $305.4700 to $306.1700. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000071 · wk-form4_1723582531.xml · nonDerivative · entry 4

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,612,208

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F5 · price: The transaction was executed in multiple trades at prices ranging from $304.4700 to $305.4600. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000070 · wk-form4_1723582466.xml · nonDerivative · entry 1

Kaplan Steven N · CIK 0001324001 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 42,566

F1 · security: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 3, 2023.

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 3, 2023.

SEC source: 0001289419-24-000071 · wk-form4_1723582531.xml · nonDerivative · entry 3

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,615,704

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F4 · price: The transaction was executed in multiple trades at prices ranging from $306.4200 to $306.7100. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000071 · wk-form4_1723582531.xml · nonDerivative · entry 2

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,615,855

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F3 · price: The transaction was executed in multiple trades at prices ranging from $305.3900 to $306.3250. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000071 · wk-form4_1723582531.xml · nonDerivative · entry 1

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,619,269

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F2 · price: The transaction was executed in multiple trades at prices ranging from $304.3900 to $305.3850. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 13

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,620,679

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F12 · price: The transaction was executed in multiple trades at prices ranging from $305.6500 to $305.9750. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 12

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,621,060

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F11 · price: The transaction was executed in multiple trades at prices ranging from $304.6500 to $305.5800. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 11

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,624,282

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F10 · price: The transaction was executed in multiple trades at prices ranging from $303.6401 to $304.5550. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 10

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,625,627

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F9 · price: The transaction was executed in multiple trades at prices ranging from $302.6000 to $302.7900. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 9

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,625,647

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F8 · price: The transaction was executed in multiple trades at prices ranging from $301.1250 to $301.1850. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 8

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,625,779

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

SEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 7

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,625,796

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

SEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 6

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,625,846

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F7 · price: The transaction was executed in multiple trades at prices ranging from $306.5200 to $307.3800. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 5

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,626,414

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F6 · price: The transaction was executed in multiple trades at prices ranging from $305.3650 to $306.3300. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 4

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,628,153

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F5 · price: The transaction was executed in multiple trades at prices ranging from $304.3301 to $305.3000. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 3

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,629,122

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F4 · price: The transaction was executed in multiple trades at prices ranging from $303.3201 to $304.2801. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 2

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,629,595

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F3 · price: The transaction was executed in multiple trades at prices ranging from $302.1200 to $302.5400. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000068 · wk-form4_1723238643.xml · nonDerivative · entry 1

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,630,139

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F2 · price: The transaction was executed in multiple trades at prices ranging from $301.1100 to $302.0550. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.

SEC source: 0001289419-24-000066 · wk-form4_1723064882.xml · nonDerivative · entry 5

Mansueto Joseph D · CIK 0001324069 · Director · Executive Chairman · 10% owner

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,631,706

F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on November 17, 2023.

F6 · price: The transaction was executed in multiple trades at prices ranging from $304.5400 to $305.3300. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected.