MORN

SEC source: 0001324069-25-000024 · wk-form4_1764020675.xml · nonDerivative · entry 6

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,603,431

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 15, 2024.

F6 · price: The transaction was executed in multiple trades at prices ranging from $210.5450 to $212.4400. The price reported above reflects the weighted average sales 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: 0001324069-25-000024 · wk-form4_1764020675.xml · nonDerivative · entry 5

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,606,966

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 15, 2024.

F5 · price: The transaction was executed in multiple trades at prices ranging from $209.5200 to $210.5100. The price reported above reflects the weighted average sales 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: 0001324069-25-000024 · wk-form4_1764020675.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,609,667

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 15, 2024.

SEC source: 0001324069-25-000024 · wk-form4_1764020675.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,609,744

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 15, 2024.

F4 · price: The transaction was executed in multiple trades at prices ranging from $211.2300 to $212.1100. The price reported above reflects the weighted average sales 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: 0001324069-25-000024 · wk-form4_1764020675.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,611,813

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 15, 2024.

F3 · price: The transaction was executed in multiple trades at prices ranging from $210.2300 to $211.2172. The price reported above reflects the weighted average sales 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: 0001324069-25-000024 · wk-form4_1764020675.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,615,813

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 15, 2024.

F2 · price: The transaction was executed in multiple trades at prices ranging from $209.2200 to $210.1971. The price reported above reflects the weighted average sales 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: 0001324069-25-000022 · wk-form4_1763675812.xml · nonDerivative · entry 7

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,616,917

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 15, 2024.

F8 · price: The transaction was executed in multiple trades at prices ranging from $210.9250 to $211.5900. The price reported above reflects the weighted average sales 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: 0001324069-25-000022 · wk-form4_1763675812.xml · nonDerivative · entry 6

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,617,179

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 15, 2024.

F7 · price: The transaction was executed in multiple trades at prices ranging from $209.8600 to $210.8200. The price reported above reflects the weighted average sales 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: 0001324069-25-000022 · wk-form4_1763675812.xml · nonDerivative · entry 5

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,617,592

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 15, 2024.

F6 · price: The transaction was executed in multiple trades at prices ranging from $208.8500 to $209.8350. The price reported above reflects the weighted average sales 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: 0001324069-25-000022 · wk-form4_1763675812.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,624,167

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 15, 2024.

F5 · price: The transaction was executed in multiple trades at prices ranging from $209.8200 to $210.7500. The price reported above reflects the weighted average sales 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: 0001324069-25-000022 · wk-form4_1763675812.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,624,647

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 15, 2024.

F4 · price: The transaction was executed in multiple trades at prices ranging from $208.7950 to $209.7800. The price reported above reflects the weighted average sales 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: 0001324069-25-000022 · wk-form4_1763675812.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,626,331

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 15, 2024.

F3 · price: The transaction was executed in multiple trades at prices ranging from $207.7350 to $208.7250. The price reported above reflects the weighted average sales 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: 0001324069-25-000022 · wk-form4_1763675812.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,629,400

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 15, 2024.

F2 · price: The transaction was executed in multiple trades at prices ranging from $206.7300 to $207.7050. The price reported above reflects the weighted average sales 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: 0001324069-25-000020 · wk-form4_1763502097.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,631,417

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 15, 2024.

F3 · price: The transaction was executed in multiple trades at prices ranging from $210.9500 to $211.6600. The price reported above reflects the weighted average sales 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: 0002050530-25-000007 · wk-form4_1763507192.xml · derivative · entry 4

Holt Michael · CIK 0002050530 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,946

Underlying: Common Stock · 1,946 shares

Expires 2028-11-14

F2 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 14, 2028.

F2 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 14, 2028.

SEC source: 0002050530-25-000007 · wk-form4_1763507192.xml · derivative · entry 3

Holt Michael · CIK 0002050530 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 163 shares

Expires 2025-11-15

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 grant on November 15, 2022.

F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022.

F1 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022.

SEC source: 0002050530-25-000007 · wk-form4_1763507192.xml · nonDerivative · entry 2

Holt Michael · CIK 0002050530 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,592

SEC source: 0002050530-25-000007 · wk-form4_1763507192.xml · nonDerivative · entry 1

Holt Michael · CIK 0002050530 · Chief Financial Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 5,665

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 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022.

SEC source: 0002015224-25-000005 · wk-form4_1763507224.xml · derivative · entry 5

Wiersema Conan · CIK 0002015224 · CAO & PAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 294

Underlying: Common Stock · 294 shares

Expires 2028-11-14

F3 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 14, 2028.

F3 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 14, 2028.

SEC source: 0002015224-25-000005 · wk-form4_1763507224.xml · derivative · entry 4

Wiersema Conan · CIK 0002015224 · CAO & PAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 12 shares

Expires 2025-11-15

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.

F2 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022.

F2 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022.

F2 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022.

SEC source: 0002015224-25-000005 · wk-form4_1763507224.xml · nonDerivative · entry 3

Wiersema Conan · CIK 0002015224 · CAO & PAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,871

SEC source: 0002015224-25-000005 · wk-form4_1763507224.xml · nonDerivative · entry 2

Wiersema Conan · CIK 0002015224 · CAO & PAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,899

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.

F2 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022.

SEC source: 0002015224-25-000005 · wk-form4_1763507224.xml · nonDerivative · entry 1

Wiersema Conan · CIK 0002015224 · CAO & PAO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 1,887

F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning November 15, 2026.

SEC source: 0001692166-25-000003 · wk-form4_1763507256.xml · derivative · entry 3

Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 346 shares

Expires 2025-11-15

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 grant on November 15, 2022.

F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022.

F1 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022.

SEC source: 0001692166-25-000003 · wk-form4_1763507256.xml · nonDerivative · entry 2

Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 14,851

SEC source: 0001692166-25-000003 · wk-form4_1763507256.xml · nonDerivative · entry 1

Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 15,005

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 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022.

SEC source: 0001451293-25-000003 · wk-form4_1763507240.xml · derivative · entry 4

Kapoor Kunal · CIK 0001451293 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 10,810

Underlying: Common Stock · 10,810 shares

Expires 2028-11-14

F3 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 14, 2028.

F3 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 14, 2028.

SEC source: 0001451293-25-000003 · wk-form4_1763507240.xml · derivative · entry 3

Kapoor Kunal · CIK 0001451293 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 0

Underlying: Common Stock · 1,861 shares

Expires 2025-11-15

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 grant on November 15, 2022.

F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022.

F1 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022.

SEC source: 0001451293-25-000003 · wk-form4_1763507240.xml · nonDerivative · entry 2

Kapoor Kunal · CIK 0001451293 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 140,330

SEC source: 0001451293-25-000003 · wk-form4_1763507240.xml · nonDerivative · entry 1

Kapoor Kunal · CIK 0001451293 · Director · CEO

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 141,156

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 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022.

F2 · balance_after: Amount includes 1237 restricted stock units that vest in full on May 15, 2026 that were excluded from the prior filing due to administrative error.

SEC source: 0001324069-25-000020 · wk-form4_1763502097.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,632,487

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 15, 2024.

F2 · price: The transaction was executed in multiple trades at prices ranging from $212.9850 to $213.8000. The price reported above reflects the weighted average sales 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: 0001324069-25-000018 · wk-form4_1763156416.xml · nonDerivative · entry 5

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,639,456

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 15, 2024.

F6 · price: The transaction was executed in multiple trades at prices ranging from $216.3500 to $216.9200. The price reported above reflects the weighted average sales 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: 0001324069-25-000018 · wk-form4_1763156416.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,639,596

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 15, 2024.

F5 · price: The transaction was executed in multiple trades at prices ranging from $215.2500 to $216.0500. The price reported above reflects the weighted average sales 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: 0001324069-25-000018 · wk-form4_1763156416.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,646,304

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 15, 2024.

F4 · price: The transaction was executed in multiple trades at prices ranging from $215.6500 to $216.2200. The price reported above reflects the weighted average sales 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: 0001324069-25-000018 · wk-form4_1763156416.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,647,661

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 15, 2024.

F3 · price: The transaction was executed in multiple trades at prices ranging from $214.6400 to $215.6200. The price reported above reflects the weighted average sales 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: 0001324069-25-000018 · wk-form4_1763156416.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,651,945

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 15, 2024.

F2 · price: The transaction was executed in multiple trades at prices ranging from $213.6000 to $214.5400. The price reported above reflects the weighted average sales 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: 0001324069-25-000016 · wk-form4_1762982892.xml · nonDerivative · entry 11

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,653,554

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 15, 2024.

F12 · price: The transaction was executed in multiple trades at prices ranging from $217.1400 to $217.1950. The price reported above reflects the weighted average sales 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: 0001324069-25-000016 · wk-form4_1762982892.xml · nonDerivative · entry 10

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,653,929

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 15, 2024.

F11 · price: The transaction was executed in multiple trades at prices ranging from $216.0900 to $217.0050. The price reported above reflects the weighted average sales 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: 0001324069-25-000016 · wk-form4_1762982892.xml · nonDerivative · entry 9

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,655,573

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 15, 2024.

F10 · price: The transaction was executed in multiple trades at prices ranging from $215.0900 to $216.0500. The price reported above reflects the weighted average sales 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: 0001324069-25-000016 · wk-form4_1762982892.xml · nonDerivative · entry 8

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,659,154

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 15, 2024.

F9 · price: The transaction was executed in multiple trades at prices ranging from $214.0850 to $215.0500. The price reported above reflects the weighted average sales 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: 0001324069-25-000016 · wk-form4_1762982892.xml · nonDerivative · entry 7

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,660,804

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 15, 2024.

F8 · price: The transaction was executed in multiple trades at prices ranging from $215.5010 to $215.8400. The price reported above reflects the weighted average sales 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: 0001324069-25-000016 · wk-form4_1762982892.xml · nonDerivative · entry 6

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,662,678

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 15, 2024.

F7 · price: The transaction was executed in multiple trades at prices ranging from $214.4900 to $215.4600. The price reported above reflects the weighted average sales 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: 0001324069-25-000016 · wk-form4_1762982892.xml · nonDerivative · entry 5

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,668,054

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 15, 2024.

F6 · price: The transaction was executed in multiple trades at prices ranging from $215.3200 to $215.3700. The price reported above reflects the weighted average sales 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: 0001324069-25-000016 · wk-form4_1762982892.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,668,092

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 15, 2024.

F5 · price: The transaction was executed in multiple trades at prices ranging from $214.2350 to $215.1400. The price reported above reflects the weighted average sales 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: 0001324069-25-000016 · wk-form4_1762982892.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,668,432

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 15, 2024.

F4 · price: The transaction was executed in multiple trades at prices ranging from $213.0200 to $213.5400. The price reported above reflects the weighted average sales 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: 0001324069-25-000016 · wk-form4_1762982892.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,668,586

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 15, 2024.

F3 · price: The transaction was executed in multiple trades at prices ranging from $211.6500 to $212.6300. The price reported above reflects the weighted average sales 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: 0001324069-25-000016 · wk-form4_1762982892.xml · nonDerivative · entry 1

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,672,448

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 15, 2024.

F2 · price: The transaction was executed in multiple trades at prices ranging from $210.6400 to $211.5900. The price reported above reflects the weighted average sales 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: 0001324069-25-000014 · wk-form4_1762550602.xml · nonDerivative · entry 4

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,675,304

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 15, 2024.

F5 · price: The transaction was executed in multiple trades at prices ranging from $211.5500 to $211.7300. The price reported above reflects the weighted average sales 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: 0001324069-25-000014 · wk-form4_1762550602.xml · nonDerivative · entry 3

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,679,397

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 15, 2024.

F4 · price: The transaction was executed in multiple trades at prices ranging from $212.7200 to $212.7800. The price reported above reflects the weighted average sales 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: 0001324069-25-000014 · wk-form4_1762550602.xml · nonDerivative · entry 2

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

10b5-1 filing: Plan reported

Ownership: Direct

Disclosed balance after: 8,679,449

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 15, 2024.

F3 · price: The transaction was executed in multiple trades at prices ranging from $211.7000 to $212.6600. The price reported above reflects the weighted average sales 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.