MORN

SEC source: 0001062993-24-003711 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,893,747

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 February 28, 2023.

F3 · price: The transaction was executed in multiple trades at prices ranging from $277.6200 to $278.6100. 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: 0001062993-24-003711 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,897,751

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 February 28, 2023.

F2 · price: The transaction was executed in multiple trades at prices ranging from $276.5100 to $277.4700. 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: 0001062993-24-003334 · form4.xml · nonDerivative · entry 6

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,899,717

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 February 28, 2023.

SEC source: 0001062993-24-003334 · form4.xml · nonDerivative · entry 5

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,899,817

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 February 28, 2023.

F6 · price: The transaction was executed in multiple trades at prices ranging from $277.1200 to $278.0900. 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: 0001062993-24-003334 · form4.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,902,224

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 February 28, 2023.

F5 · price: The transaction was executed in multiple trades at prices ranging from $276.1100 to $277.0700. 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: 0001062993-24-003334 · form4.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,904,705

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 February 28, 2023.

F4 · price: The transaction was executed in multiple trades at prices ranging from $275.1000 to $276.0775. 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: 0001062993-24-003334 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,905,580

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 February 28, 2023.

F3 · price: The transaction was executed in multiple trades at prices ranging from $274.0900 to $275.0800. 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: 0001062993-24-003334 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,907,591

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 February 28, 2023.

F2 · price: The transaction was executed in multiple trades at prices ranging from $273.0800 to $274.0200. 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: 0001062993-24-003017 · form4.xml · nonDerivative · entry 8

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,908,710

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 February 28, 2023.

F9 · price: The transaction was executed in multiple trades at prices ranging from $283.0700 to $283.3000. 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: 0001062993-24-003017 · form4.xml · nonDerivative · entry 7

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,908,858

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 February 28, 2023.

F8 · price: The transaction was executed in multiple trades at prices ranging from $281.7650 to $282.7400. 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: 0001062993-24-003017 · form4.xml · nonDerivative · entry 6

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,914,087

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 February 28, 2023.

F7 · price: The transaction was executed in multiple trades at prices ranging from $280.7600 to $281.7500. 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: 0001062993-24-003017 · form4.xml · nonDerivative · entry 5

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,916,191

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 February 28, 2023.

F6 · price: The transaction was executed in multiple trades at prices ranging from $281.0200 to $281.6000. 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: 0001062993-24-003017 · form4.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,918,536

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 February 28, 2023.

F5 · price: The transaction was executed in multiple trades at prices ranging from $279.7400 to $280.6650. 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: 0001062993-24-003017 · form4.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,919,522

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 February 28, 2023.

F4 · price: The transaction was executed in multiple trades at prices ranging from $278.0500 to $279.0400. 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: 0001062993-24-003017 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,920,428

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 February 28, 2023.

F3 · price: The transaction was executed in multiple trades at prices ranging from $276.9300 to $277.3200. 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: 0001062993-24-003017 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,921,067

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 February 28, 2023.

F2 · price: The transaction was executed in multiple trades at prices ranging from $275.9200 to $276.8700. 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: 0001062993-24-002767 · form4.xml · nonDerivative · entry 8

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,923,859

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 February 28, 2023.

F9 · price: The transaction was executed in multiple trades at prices ranging from $278.2600 to $278.3200. 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: 0001062993-24-002767 · form4.xml · nonDerivative · entry 7

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,924,262

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 February 28, 2023.

F8 · price: The transaction was executed in multiple trades at prices ranging from $277.2000 to $278.1600. 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: 0001062993-24-002767 · form4.xml · nonDerivative · entry 6

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,927,151

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 February 28, 2023.

F7 · price: The transaction was executed in multiple trades at prices ranging from $279.0300 to $279.4350. 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: 0001062993-24-002767 · form4.xml · nonDerivative · entry 5

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,927,965

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 February 28, 2023.

F6 · price: The transaction was executed in multiple trades at prices ranging from $277.9250 to $278.9200. 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: 0001062993-24-002767 · form4.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,931,285

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 February 28, 2023.

F5 · price: The transaction was executed in multiple trades at prices ranging from $276.8500 to $277.3100. 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: 0001062993-24-002767 · form4.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,931,763

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 February 28, 2023.

F4 · price: The transaction was executed in multiple trades at prices ranging from $275.5200 to $276.2500. 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: 0001062993-24-002767 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,932,633

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 February 28, 2023.

F3 · price: The transaction was executed in multiple trades at prices ranging from $274.5200 to $275.4600. 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: 0001062993-24-002767 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,934,201

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 February 28, 2023.

F2 · price: The transaction was executed in multiple trades at prices ranging from $273.3950 to $274.3100. 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: 0001062993-24-002169 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,934,621

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 February 28, 2023.

F2 · price: The transaction was executed in multiple trades at prices ranging from $275.2100 to $275.2300. 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: 0001062993-24-002169 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,934,666

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 February 28, 2023.

SEC source: 0001062993-24-002002 · form4.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,934,766

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 February 28, 2023.

SEC source: 0001062993-24-002002 · form4.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,934,986

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 February 28, 2023.

F4 · price: The transaction was executed in multiple trades at prices ranging from $280.3800 to $280.6600. 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: 0001062993-24-002002 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,935,584

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 February 28, 2023.

F3 · price: The transaction was executed in multiple trades at prices ranging from $279.3800 to $280.3700. 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: 0001062993-24-002002 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 10,938,150

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 February 28, 2023.

F2 · price: The transaction was executed in multiple trades at prices ranging from $278.3000 to $279.2400. 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.

F7 · ownership.direct: Reflects distribution of 247,032 shares from and contribution of 600,000 shares to grantor retained annuity trusts for the benefit of the reporting person and his children.

SEC source: 0001062993-23-022038 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,294,880

SEC source: 0001062993-23-021576 · form4.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,342,505

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 February 28, 2023.

F5 · price: The transaction was executed in multiple trades at prices ranging from $279.2300 to $280.0800. 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: 0001062993-23-021576 · form4.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,342,926

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 February 28, 2023.

F4 · price: The transaction was executed in multiple trades at prices ranging from $278.1200 to $279.0200. 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: 0001062993-23-021576 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,343,426

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 February 28, 2023.

F3 · price: The transaction was executed in multiple trades at prices ranging from $276.6200 to $277.5150. 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: 0001062993-23-021576 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,346,688

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 February 28, 2023.

F2 · price: The transaction was executed in multiple trades at prices ranging from $275.6100 to $276.6000. 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: 0001062993-23-021460 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,348,762

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 February 28, 2023.

F3 · price: The transaction was executed in multiple trades at prices ranging from $276.5200 to $276.8300. 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: 0001062993-23-021460 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,349,336

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 February 28, 2023.

F2 · price: The transaction was executed in multiple trades at prices ranging from $275.4500 to $276.4200. 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: 0001062993-23-021419 · form4.xml · nonDerivative · entry 7

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,355,317

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 February 28, 2023.

SEC source: 0001062993-23-021419 · form4.xml · nonDerivative · entry 6

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,355,329

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 February 28, 2023.

F7 · price: The transaction was executed in multiple trades at prices ranging from $275.5700 to $276.5200. 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: 0001062993-23-021419 · form4.xml · nonDerivative · entry 5

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,363,533

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 February 28, 2023.

F6 · price: The transaction was executed in multiple trades at prices ranging from $274.5700 to $275.5650. 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: 0001062993-23-021419 · form4.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,367,967

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 February 28, 2023.

F5 · price: The transaction was executed in multiple trades at prices ranging from $275.3250 to $275.4300. 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: 0001062993-23-021419 · form4.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,368,274

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 February 28, 2023.

F4 · price: The transaction was executed in multiple trades at prices ranging from $274.3200 to $275.3150. 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: 0001062993-23-021419 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,372,907

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 February 28, 2023.

F3 · price: The transaction was executed in multiple trades at prices ranging from $237.3850 to $274.3100. 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: 0001062993-23-021419 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,379,623

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 February 28, 2023.

F2 · price: The transaction was executed in multiple trades at prices ranging from $272.3350 to $273.3200. 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: 0001062993-23-021245 · form4.xml · nonDerivative · entry 7

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,380,617

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 February 28, 2023.

F8 · price: The transaction was executed in multiple trades at prices ranging from $273.2650 to $274.0900. 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: 0001062993-23-021245 · form4.xml · nonDerivative · entry 6

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,381,601

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 February 28, 2023.

F7 · price: The transaction was executed in multiple trades at prices ranging from $272.2100 to $273.1650. 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: 0001062993-23-021245 · form4.xml · nonDerivative · entry 5

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,384,923

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 February 28, 2023.

F6 · price: The transaction was executed in multiple trades at prices ranging from $271.2100 to $272.1900. 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: 0001062993-23-021245 · form4.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 11,391,583

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 February 28, 2023.

F5 · price: The transaction was executed in multiple trades at prices ranging from $270.1100 to $271.0700. 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: 0001062993-23-021228 · form4.xml · derivative · entry 4

DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,205 shares

Expires 2023-11-17

Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event.

F1 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit granted on November 15, 2020.

F1 · price: Represents common stock earned from the vesting of a market stock unit granted on November 15, 2020.

F1 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit granted on November 15, 2020.

SEC source: 0001062993-23-021228 · form4.xml · nonDerivative · entry 3

DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 22,151