MORN

SEC source: 0001062993-22-019458 · form4.xml · nonDerivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,284,631

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 March 9, 2022.

F9 · price: The transaction was executed in multiple trades at prices ranging from $243.2400 to $244.1900 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: 0001062993-22-019458 · form4.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,285,524

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 March 9, 2022.

F8 · price: The transaction was executed in multiple trades at prices ranging from $242.1500 to $242.3300. 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: 0001062993-22-019458 · form4.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,285,584

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 March 9, 2022.

F7 · price: The transaction was executed in multiple trades at prices ranging from $241.0200 to $241.6350. 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: 0001062993-22-019458 · form4.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,285,684

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 March 9, 2022.

SEC source: 0001062993-22-019458 · form4.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,285,784

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 March 9, 2022.

F6 · price: The transaction was executed in multiple trades at prices ranging from $239.7600 to $240.7500. 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: 0001062993-22-019458 · form4.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,289,802

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 March 9, 2022.

F5 · price: The transaction was executed in multiple trades at prices ranging from $238.7600 to $239.7000. 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: 0001062993-22-019458 · form4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,290,863

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 March 9, 2022.

F4 · price: The transaction was executed in multiple trades at prices ranging from $237.7200 to $238.7000. 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: 0001062993-22-019458 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,292,104

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 March 9, 2022.

F3 · price: The transaction was executed in multiple trades at prices ranging from $236.7100 to $237.4600. 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: 0001062993-22-019458 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,292,454

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 March 9, 2022.

F2 · price: The transaction was executed in multiple trades at prices ranging from $235.6900 to $236.6800. 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: 0001062993-22-019350 · form4.xml · nonDerivative · entry 14

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,292,684

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 March 9, 2022.

F15 · price: The transaction was executed in multiple trades at prices ranging from $236.9100 to $237.7600. 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: 0001062993-22-019350 · form4.xml · nonDerivative · entry 13

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,294,634

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 March 9, 2022.

F14 · price: The transaction was executed in multiple trades at prices ranging from $235.8300 to $236.8200. 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: 0001062993-22-019350 · form4.xml · nonDerivative · entry 12

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,296,765

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 March 9, 2022.

F13 · price: The transaction was executed in multiple trades at prices ranging from $234.5200 to $235.5100. 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: 0001062993-22-019350 · form4.xml · nonDerivative · entry 11

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,297,405

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 March 9, 2022.

F12 · price: The transaction was executed in multiple trades at prices ranging from $233.4700 to $234.4300. 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: 0001062993-22-019350 · form4.xml · nonDerivative · entry 10

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,298,465

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 March 9, 2022.

F11 · price: The transaction was executed in multiple trades at prices ranging from $232.4200 to $233.1000. 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: 0001062993-22-019350 · form4.xml · nonDerivative · entry 9

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,299,297

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 March 9, 2022.

F10 · price: The transaction was executed in multiple trades at prices ranging from $231.4100 to $232.4000. 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: 0001062993-22-019350 · form4.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,299,977

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 March 9, 2022.

F9 · price: The transaction was executed in multiple trades at prices ranging from $230.0400 to $230.8400 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: 0001062993-22-019350 · form4.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,300,497

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 March 9, 2022.

F8 · price: The transaction was executed in multiple trades at prices ranging from $228.9500 to $229.8300. 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: 0001062993-22-019350 · form4.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,300,737

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 March 9, 2022.

F7 · price: The transaction was executed in multiple trades at prices ranging from $230.3500 to $230.7250. 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: 0001062993-22-019350 · form4.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,300,978

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 March 9, 2022.

F6 · price: The transaction was executed in multiple trades at prices ranging from $229.3300 to $230.3150. 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: 0001062993-22-019350 · form4.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,304,720

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 March 9, 2022.

F5 · price: The transaction was executed in multiple trades at prices ranging from $228.3100 to $229.3000. 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: 0001062993-22-019350 · form4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,308,171

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 March 9, 2022.

F4 · price: The transaction was executed in multiple trades at prices ranging from $227.2900 to $228.2200. 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: 0001062993-22-019350 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,308,510

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 March 9, 2022.

F3 · price: The transaction was executed in multiple trades at prices ranging from $226.1200 to $226.7400. 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: 0001062993-22-019350 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,308,918

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 March 9, 2022.

F2 · price: The transaction was executed in multiple trades at prices ranging from $225.1100 to $226.1000. 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: 0001062993-22-019185 · form4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,309,925

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 March 9, 2022.

F4 · price: The transaction was executed in multiple trades at prices ranging from $231.4000 to $232.1000. 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: 0001062993-22-019185 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,310,120

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 March 9, 2022.

F3 · price: The transaction was executed in multiple trades at prices ranging from $230.3900 to $231.3850. 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: 0001062993-22-019185 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,311,413

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 March 9, 2022.

F2 · price: The transaction was executed in multiple trades at prices ranging from $229.3700 to $230.3600. 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: 0001062993-22-019107 · form4.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,312,138

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 March 9, 2022.

F9 · price: The transaction was executed in multiple trades at prices ranging from $230.0900 to $230.2900. 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: 0001062993-22-019107 · form4.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,312,458

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 March 9, 2022.

F8 · price: The transaction was executed in multiple trades at prices ranging from $229.0300 to $230.0100. 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: 0001062993-22-019107 · form4.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,313,638

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 March 9, 2022.

F7 · price: The transaction was executed in multiple trades at prices ranging from $227.9900 to $228.8950. 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: 0001062993-22-019107 · form4.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,316,511

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 March 9, 2022.

F6 · price: The transaction was executed in multiple trades at prices ranging from $226.9900 to $227.9600. 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: 0001062993-22-019107 · form4.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,319,418

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 March 9, 2022.

F5 · price: The transaction was executed in multiple trades at prices ranging from $232.2000 to $232.2200. 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: 0001062993-22-019107 · form4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,319,758

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 March 9, 2022.

F4 · price: The transaction was executed in multiple trades at prices ranging from $230.6200 to $231.3050. 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: 0001062993-22-019107 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,320,048

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 March 9, 2022.

F3 · price: The transaction was executed in multiple trades at prices ranging from $229.5000 to $230.4400. 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: 0001062993-22-019107 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,322,106

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 March 9, 2022.

F2 · price: The transaction was executed in multiple trades at prices ranging from $228.4900 to $229.4700. 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: 0001062993-22-018925 · form4.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,327,629

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 March 9, 2022.

F6 · price: The transaction was executed in multiple trades at prices ranging from $230.8000 to $231.0400. 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: 0001062993-22-018925 · form4.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,327,869

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 March 9, 2022.

F5 · price: The transaction was executed in multiple trades at prices ranging from $229.7000 to $230.5400. 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: 0001062993-22-018925 · form4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,332,309

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 March 9, 2022.

F4 · price: The transaction was executed in multiple trades at prices ranging from $232.6700 to $232.7800. 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: 0001062993-22-018925 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,332,649

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 March 9, 2022.

F3 · price: The transaction was executed in multiple trades at prices ranging from $231.6700 to $232.6000. 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: 0001062993-22-018925 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,336,025

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 March 9, 2022.

F2 · price: The transaction was executed in multiple trades at prices ranging from $230.6600 to $231.6550. 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: 0001062993-22-018833 · form4.xml · nonDerivative · entry 8

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,339,463

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 March 9, 2022.

F9 · price: The transaction was executed in multiple trades at prices ranging from $240.0000 to $240.4200. 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: 0001062993-22-018833 · form4.xml · nonDerivative · entry 7

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,340,078

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 March 9, 2022.

F8 · price: The transaction was executed in multiple trades at prices ranging from $238.7100 to $239.3000. 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: 0001062993-22-018833 · form4.xml · nonDerivative · entry 6

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,340,343

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 March 9, 2022.

F7 · price: The transaction was executed in multiple trades at prices ranging from $237.5300 to $238.3600. 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: 0001062993-22-018833 · form4.xml · nonDerivative · entry 5

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,340,603

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 March 9, 2022.

F6 · price: The transaction was executed in multiple trades at prices ranging from $238.4650 to $238.7000. 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: 0001062993-22-018833 · form4.xml · nonDerivative · entry 4

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,341,025

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 March 9, 2022.

F5 · price: The transaction was executed in multiple trades at prices ranging from $237.4600 to $238.3800. 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: 0001062993-22-018833 · form4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,342,825

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 March 9, 2022.

F4 · price: The transaction was executed in multiple trades at prices ranging from $236.4500 to $237.4300. 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: 0001062993-22-018833 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,345,903

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 March 9, 2022.

F3 · price: The transaction was executed in multiple trades at prices ranging from $235.4200 to $236.3900. 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: 0001062993-22-018833 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,348,418

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 March 9, 2022.

F2 · price: The transaction was executed in multiple trades at prices ranging from $234.4100 to $235.3900. 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: 0001062993-22-018756 · form4.xml · nonDerivative · entry 3

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,350,896

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 March 9, 2022.

F3 · price: The transaction was executed in multiple trades at prices ranging from $235.9900 to $236.6900. 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: 0001062993-22-018756 · form4.xml · nonDerivative · entry 2

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,351,957

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 March 9, 2022.

F2 · price: The transaction was executed in multiple trades at prices ranging from $234.9900 to $235.9800. 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: 0001062993-22-018756 · form4.xml · nonDerivative · entry 1

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

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 12,359,381

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 March 9, 2022.