| Stock | Role | Class | Num Shares | Value | Price $ | Report Date | Ownership |
|---|---|---|---|---|---|---|---|
| ROSS STORES, INC. | Director | Common Stock | 6.84K | $1.01M | $147.51 | May 22, 2024 | Direct |
| Morningstar, Inc. | Director | Common Stock (Restricted Stock Units) | 3.21K | $979K | $305.47 | May 15, 2024 | Direct |
| Symbol | Company | Period | Transactions | Value $ | Form Type | Date Filed | Role |
|---|---|---|---|---|---|---|---|
| ROST | ROSS STORES, INC. | May 22, 2024 | 1 | $0 | 4 | May 24, 2024 | Director |
| MORN | Morningstar, Inc. | May 15, 2024 | 1 | $0 | 4 | May 17, 2024 | Director |
| ROST | ROSS STORES, INC. | May 17, 2023 | 1 | $0 | 4 | May 19, 2023 | Director |
| MORN | Morningstar, Inc. | May 15, 2023 | 1 | $0 | 4 | May 17, 2023 | Director |
| ROST | ROSS STORES, INC. | May 18, 2022 | 1 | $0 | 4 | May 20, 2022 | Director |
| MORN | Morningstar, Inc. | May 15, 2022 | 1 | $0 | 4 | May 17, 2022 | Director |
| MORN | Morningstar, Inc. | May 15, 2021 | 1 | $0 | 4 | May 18, 2021 | Director |
| MORN | Morningstar, Inc. | May 14, 2021 | 0 | $0 | 3 | May 18, 2021 | Director |