Steven Kaplan

Currently holds a position at Morningstar Inc

Position	Company	Period
Independent Director	Morningstar Inc	Aug. 1, 1999 -
Independent Director	R1 RCM Inc	July 1, 2004 - Aug. 14, 2015

• Purchase • Sale • Planned purchase • Planned sale Net purchase Net sale Activity signal Earnings

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Abbreviations B: Buy, S: Sell, PP: Planned purchase, PlS: Planned sale, PrS: Proposed sale, O: Option / Other

Notification date	Transaction date	Company	B/S Transaction type	Nb. shares Price Value	Number of shares	Price	Value
2024-11-12	2024-11-11	Morningstar Inc (MORN)	PrS Proposed sale	3,820 434.99 US$4,802,819	3,820	434.99	US$4,802,819
2024-08-12	2024-08-12	Morningstar Inc (MORN)	PrS Proposed sale	18,945 226.42 US$4,428,138	18,945	226.42	US$4,428,138
2024-05-13	2024-05-10	Morningstar Inc (MORN)	PlS Planned sale	98,245 +4.4% 212.18 US$2,293,965	98,245 +4.4%	212.18	US$2,293,965
2024-05-10	2024-05-10	Morningstar Inc (MORN)	PrS Proposed sale	1,250 298.13 US$372,662	1,250	298.13	US$372,662
2024-03-12	2024-03-11	Morningstar Inc (MORN)	PlS Planned sale	1,250 -2.7% 306.81 US$383,516	1,250 -2.7%	306.81	US$383,516
2024-03-11	2023-03-11	Morningstar Inc (MORN)	PrS Proposed sale	1,250 306.81 US$383,516	1,250	306.81	US$383,516
2021-11-12	2021-11-11	Morningstar Inc (MORN)	PlS Planned sale	1,000 -2.2% 312.87 US$312,870	1,000 -2.2%	312.87	US$312,870
2020-02-28	2020-02-27	Morningstar Inc (MORN)	PlS Planned sale	2,316 -5.2% 150.69 US$348,998	2,316 -5.2%	150.69	US$348,998
2016-11-29	2016-11-28	Morningstar Inc (MORN)	PlS Planned sale	2,000 -3.9% 73.34 US$146,672	2,000 -3.9%	73.34	US$146,672
2016-10-28	2016-10-27	Morningstar Inc (MORN)	PlS Planned sale	2,000 -3.7% 70.64 US$141,277	2,000 -3.7%	70.64	US$141,277