Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Morningstar, Inc.MORN · Entity 915 | Director | May 15, 2026 | May 19, 2026 |
| ROSS STORES, INC.ROST · Entity 2968 | Director | May 21, 2026 | May 26, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Morningstar, Inc.
Report date May 15, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Restricted Stock Units)SEC Table I · non-derivative | Direct | 4,970 |
Reported balance
After 2026-05-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-15 · Grant · Acquired 1,144 · Balance 4,970 F1: 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. |
Filing footnotes · ownership attribution and instrument terms
F1: 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.
ROSS STORES, INC.
Report date May 21, 2026 · Filed May 26, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 8,917 |
Reported balance
After 2026-05-21 transaction · row 1
1 source rowRow 1 · 2026-05-21 · Grant · Acquired 896 · Balance 8,917 F1: Shares issued under the terms of the 2026 Equity Incentive Plan. Shares become vested as follows: 1/3 on May 27, 2027, 1/3 on May 26, 2028, and 1/3 on May 25, 2029. |
Filing footnotes · ownership attribution and instrument terms
F1: Shares issued under the terms of the 2026 Equity Incentive Plan. Shares become vested as follows: 1/3 on May 27, 2027, 1/3 on May 26, 2028, and 1/3 on May 25, 2029.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| May 21, 2026 Filed May 26, 2026 21:10 UTC | ROSS STORES, INC. ROST · Entity 2968 | GrantCommon Stock | 896 | $0.00 | $0.00 |
DisclosureSEC source: 0001842360-26-000004 · form4-05262026_050503.xml · nonDerivative · entry 1 Sutton Doniel · CIK 0001842360 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,917 F1 · shares: Shares issued under the terms of the 2026 Equity Incentive Plan. Shares become vested as follows: 1/3 on May 27, 2027, 1/3 on May 26, 2028, and 1/3 on May 25, 2029. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:43 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,144 | $0.00 | $0.00 |
DisclosureSEC source: 0001842360-26-000002 · wk-form4_1779234218.xml · nonDerivative · entry 1 Sutton Doniel · CIK 0001842360 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 4,970 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. Read SEC document |
| May 21, 2025 Filed May 23, 2025 20:50 UTC | ROSS STORES, INC. ROST · Entity 2968 | GrantCommon Stock | 1,179 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-25-014493 · form4-05232025_080543.xml · nonDerivative · entry 1 Sutton Doniel · CIK 0001842360 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 8,021 F1 · shares: Shares issued under the terms of the 2017 Equity Incentive Plan. Shares become vested as follows: 1/3 on May 27, 2026, 1/3 on May 27, 2027, and 1/3 on May 26, 2028. Read SEC document |
| May 15, 2025 Filed May 20, 2025 00:38 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 620 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000102 · wk-form4_1747701496.xml · nonDerivative · entry 1 Sutton Doniel · CIK 0001842360 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,826 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. Read SEC document |
| May 22, 2024 Filed May 24, 2024 18:17 UTC | ROSS STORES, INC. ROST · Entity 2968 | GrantCommon Stock | 1,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-24-014441 · form4-05242024_060501.xml · nonDerivative · entry 1 Sutton Doniel · CIK 0001842360 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,842 F1 · shares: Shares issued under the terms of the 2017 Equity Incentive Plan. Shares become vested as follows: 1/3 on May 27, 2025, 1/3 on May 27, 2026, and 1/3 on May 27, 2027. Read SEC document |
| May 15, 2024 Filed May 17, 2024 21:44 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010688 · form4.xml · nonDerivative · entry 1 Sutton Doniel · CIK 0001842360 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,206 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. Read SEC document |
| May 17, 2023 Filed May 19, 2023 21:40 UTC | ROSS STORES, INC. ROST · Entity 2968 | GrantCommon Stock | 1,590 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-23-008421 · form4-05192023_090543.xml · nonDerivative · entry 1 Sutton Doniel · CIK 0001842360 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,549 F1 · shares: Shares issued under the terms of the 2017 Equity Incentive Plan. Shares become vested as follows: 1/3 on May 24, 2024, 1/3 on May 27, 2025, and 1/3 on May 27, 2026. Read SEC document |
| May 15, 2023 Filed May 18, 2023 00:11 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 868 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011463 · form4.xml · nonDerivative · entry 1 Sutton Doniel · CIK 0001842360 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,567 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. Read SEC document |
| May 18, 2022 Filed May 20, 2022 22:58 UTC | ROSS STORES, INC. ROST · Entity 2968 | GrantCommon Stock | 1,725 | $0.00 | $0.00 |
DisclosureSEC source: 0001415889-22-005450 · form4-05202022_030557.xml · nonDerivative · entry 1 Sutton Doniel · CIK 0001842360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,959 F1 · shares: Shares issued under the terms of the 2017 Equity Incentive Plan. Shares become vested as follows: 1/3 on May 24, 2023, 1/3 on May 24, 2024, and 1/3 on May 27, 2025. Read SEC document |
| May 15, 2022 Filed May 17, 2022 19:01 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 679 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012710 · form4.xml · nonDerivative · entry 1 Sutton Doniel · CIK 0001842360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,699 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. Read SEC document |
| May 15, 2021 Filed May 18, 2021 23:14 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,020 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000109 · edgar.xml · nonDerivative · entry 1 Sutton Doniel · CIK 0001842360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,020 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, 2022. Read SEC document |
| March 11, 2021 Filed Mar 13, 2021 02:39 UTC | ROSS STORES, INC. ROST · Entity 2968 | GrantCommon Stock | 2,234 | $0.00 | $0.00 |
DisclosureSEC source: 0001179110-21-003397 · edgar.xml · nonDerivative · entry 1 Sutton Doniel · CIK 0001842360 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,234 F1 · shares: Shares issued under the terms of the 2017 Equity Incentive Plan. Shares become vested as follows: 1/3 on May 24, 2022, 1/3 on May 24, 2023 and 1/3 on May 24, 2024. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.