Every SEC Form 3/4/5 on record for this filer (CIK 2050530) — 1 issuer, 13 transactions. Section-16 filings only: what they filed, not a biography, and titles are as filed on their latest form at each issuer.
| Ticker | Company | Role as filed | On file | Forms | Open-market net |
|---|---|---|---|---|---|
| MORN | Morningstar, Inc. | Chief Financial Officer | 2025-01-10 → 2026-05-19 | 9 | $32,676 |
| Ticker | Date | Action | Shares | Price | Value | Held after |
|---|---|---|---|---|---|---|
| MORN | 2026-05-15 | Sell | 270 | $166.05 | $44,834 | 12,326 |
| MORN | 2026-03-04 | Buy | 1,000 | $186.59 | $186,590 | 9,480 |
1 of 1 issuers are covered and open a security page; the rest are on file here only.