FRANCIS CHERYL A

SEC source: 0001193125-26-288831 · ownership.xml · nonDerivative · entry 2

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,293.735

F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the award.

SEC source: 0001193125-26-288831 · ownership.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 29,479.97

F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person.

F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person.

SEC source: 0001197386-26-000002 · wk-form4_1779234082.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 36,934

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 three equal annual installments beginning May 15, 2027.

SEC source: 0000950170-25-091710 · ownership.xml · nonDerivative · entry 2

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,703.97

F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the award.

SEC source: 0000950170-25-091710 · ownership.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,856.846

F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person.

F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person.

SEC source: 0001289419-25-000113 · wk-form4_1747702611.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,790

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 three equal annual installments beginning May 15, 2026.

SEC source: 0000048287-25-000100 · wk-form4_1747326085.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 85,891

F1 · shares: These shares were granted to the reporting person under HNI Corporation's 2017 Equity Plan for Non-Employee Directors.

SEC source: 0000950170-24-076787 · ownership.xml · nonDerivative · entry 2

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,219.846

F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the award.

SEC source: 0000950170-24-076787 · ownership.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 28,402

F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person.

F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person.

SEC source: 0001062993-24-010680 · form4.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 35,170

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 three equal annual installments beginning May 15, 2025.

SEC source: 0000048287-24-000121 · wk-form4_1715890149.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 83,225

F1 · shares: These shares were granted to the reporting person under HNI Corporation's 2017 Equity Plan for Non-Employee Directors.

SEC source: 0001209191-23-038405 · doc4.xml · nonDerivative · entry 2

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,643

F2 · kind: Class A Ordinary Shares withheld by the issuer for payment of taxes in connection with the award.

SEC source: 0001209191-23-038405 · doc4.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 27,820

F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person.

F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person.

SEC source: 0000048287-23-000169 · wf-form4_168443540490431.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 80,570

F1 · price: These shares were granted to the reporting person under the Corporation's 2017 Equity Plan for Non-Employee Directors.

SEC source: 0001062993-23-011462 · form4.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: No plan indicated

Ownership: Direct

Disclosed balance after: 34,531

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 three equal annual installments beginning May 15, 2024.

SEC source: 0001209191-22-038796 · doc4.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,185

F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person.

F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person.

SEC source: 0000048287-22-000124 · wf-form4_165298814778613.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 75,987

F1 · price: These shares were granted to the reporting person under HNI Corporation's 2017 Equity Plan for Non-Employee Directors.

SEC source: 0001062993-22-012713 · form4.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,663

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 three equal annual installments beginning May 15, 2023.

SEC source: 0001209191-21-043755 · doc4.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 26,414

F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person.

F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person.

SEC source: 0001289419-21-000116 · edgar.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,102

F1 · security: Each restricted stock unit represents a contigent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2022.

SEC source: 0001289419-21-000098 · edgar.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 34,102

F1 · security: Each restricted stock unit represents a contigent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2022.

SEC source: 0000048287-21-000094 · wf-form4_162093764349807.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 72,946

F1 · price: These shares were granted to the reporting person under HNI Corporation's 2017 Equity Plan for Non-Employee Directors.

SEC source: 0001209191-20-038608 · doc4.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 25,617

F1 · kind: On April 1, 2020, Aon plc, an Irish public limited company (the "Company"), became the successor of Aon plc, a public limited company incorporated under the laws of England and Wales ("Aon UK"), pursuant to a scheme of arrangement under English law. Pursuant to the transaction, all outstanding Class A ordinary shares of Aon UK were exchanged, on a one-for-one basis, for Class A ordinary shares of the Company, and Aon UK became a wholly owned subsidiary of the Company. The transaction did not alter the proportionate interests of security holders.

F2 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person.

F2 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with Irish law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person.

SEC source: 0001289419-20-000098 · edgar.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 33,490

F1 · security: Each restricted stock unit represents a contigent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2021.

SEC source: 0000048287-20-000097 · wf-form4_158886896500343.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 70,423

F1 · price: These shares were granted to the reporting person under the Corporation's 2017 Plan for Non-Employee Directors.

SEC source: 0001289419-20-000079 · edgar.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,458

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 November 01, 2019.

SEC source: 0001289419-21-000277 · edgar.xml · derivative · entry 3

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: Not disclosed

Underlying: Common Stock · 2,316 shares

Expires 2021-05-15

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.

F4 · derivative.exercise_date: The options became exercisable in three equal installments beginning May 15, 2012.

SEC source: 0001289419-21-000277 · edgar.xml · nonDerivative · entry 2

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 31,340

F2 · 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 1, 2019.

F3 · balance_after: This amended Form 4 reports again the reporting person's disposition of stock reported on the original Form 4 and increases the total reported number of shares beneficially owned by 6 to reflect the cumulative impact of rounding of fractional shares in previously reported transactions.

SEC source: 0001289419-21-000277 · edgar.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 32,208

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 · kind: This amended Form 4 reports the reporting person's stock option exercise which was inadvertently omited from the original Form 4.

SEC source: 0001209191-19-038997 · doc4.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 24,674

F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with U.K. law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued the reporting person.

F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with U.K. law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued the reporting person.

SEC source: 0001289419-19-000106 · edgar.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 29,892

F1 · security: Each restricted stock unit represents a contigent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2020.

SEC source: 0000048287-19-000098 · wf-form4_155742714216828.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 66,815

F1 · price: These shares were granted to the reporting person under the Corporation's 2017 Equity Plan for Non-Employee Directors.

SEC source: 0001209191-18-039469 · doc4.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 23,757

F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with U.K. law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person.

F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with U.K. law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued to the reporting person.

SEC source: 0001289419-18-000040 · edgar.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 28,765

F1 · security: Each restricted stock unit represents a contigent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2019.

SEC source: 0000048287-18-000149 · wf-form4_152600083332886.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 63,803

F1 · price: These shares were granted to the reporting person under the Corporation's 2017 Equity Plan for Non-Employee Directors.

SEC source: 0001179110-17-009692 · edgar.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 22,517

F1 · kind: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with U.K. law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued the reporting person.

F1 · price: Class A Ordinary Shares granted annually to each non-employee director of Aon plc. In accordance with U.K. law, reporting person agreed to pay the issuer the nominal value of US $0.01 per share issued the reporting person.

SEC source: 0001289419-17-000033 · edgar.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 27,429

F1 · security: Each restricted stock unit represents a contigent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in three equal annual installments beginning May 15, 2018.

SEC source: 0000048287-17-000104 · wf-form4_149444802079474.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 60,746

F1 · price: These shares were granted to the reporting person under the Corporation's 2017 Equity Plan for Non-Employee Directors.

SEC source: 0000048287-16-000151 · wf-form4_147915173349917.xml · nonDerivative · entry 1

FRANCIS CHERYL A · CIK 0001197386 · Director

10b5-1 filing: Not disclosed

Ownership: Direct

Disclosed balance after: 58,421

F1 · price: These shares were acquired under the Corporation's 2007 Equity Plan for Non-Employee Directors in lieu of quarterly board retainer fees of $21,523.50.