X0306 4 2020-11-15 0001289419 Morningstar, Inc. MORN 0001570351 McGarry Kimberly J 22 WEST WASHINGTON ST CHICAGO IL 60602 0 1 0 0 Global Controller & CAO Common Stock (Restricted Stock Units) 2020-11-15 4 A 0 121 0 A 2258 D Common Stock 2020-11-15 4 F 0 55 206.21 D 2203 D Common Stock 2021-11-15 4 F 0 64 316.52 D 2139 D Common Stock 2022-11-15 4 F 0 64 241.30 D 2075 D Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning November 15, 2021. /s/ Leah Trzcinski, by power of attorney 2022-12-22