Morningstar, Inc.

MORN·NASDAQ·$177.74Share Price as of 11/2·$7BMarket Cap as of 11/2

Financials

10-QQ3 ended 09/30/2610/28/26 10-QQ2 ended 06/30/2607/29/26 10-QQ1 ended 03/31/2604/29/26 10-KFY 202502/13/26 10-QQ3 ended 09/30/2510/30/25

Disclosures

8-KCurrent report10/28/26 8-KCurrent report09/25/26 8-KCurrent report09/18/26 8-KCurrent report08/25/26 8-KCurrent report07/29/26

Prospectuses and Registrations

S-8Registration of securities for employees07/30/21

Proxies

DEF 14ADefinitive proxy03/27/26 DEFA14AAdditional proxy materials03/27/26 DEFA14AAdditional proxy materials03/25/26 DEF 14ADefinitive proxy03/28/25 DEFA14AAdditional proxy materials03/28/25

Ownership

Form 3Initial insider ownership10/02/26 Form 4Insider transaction10/02/26 Form 4Insider transaction09/02/26 Form 4Insider transaction09/02/26 Form 4Insider transaction08/26/26

Other

ARSAnnual report to shareholders03/27/26 ARSAnnual report to shareholders03/28/25 ARSAnnual report to shareholders03/28/24 UPLOADLetter from the SEC02/28/24 CORRESPCorrespondence with the SEC02/21/24