Morningstar director files Form 3 with no holdings

Morningstar, Inc. director files initial ownership report with no holdings Morningstar, Inc. director Anne L. Bramman filed an initial ownership report as a director of the company, with an event date of 01/02/2026.

Rhea-AI Filing Summary

Morningstar, Inc. director files initial ownership report with no holdings

Morningstar, Inc. director Anne L. Bramman filed an initial ownership report as a director of the company, with an event date of 01/02/2026. The filing states in the remarks that no securities are beneficially owned, meaning she reports no direct or indirect ownership of Morningstar stock or derivative securities at this time.

FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

What does Morningstar (MORN) director Anne L. Bramman report on this Form 3?

Anne L. Bramman, a director of Morningstar, Inc., reports her initial ownership status and indicates in the remarks that no securities are beneficially owned.

Does Anne L. Bramman own any Morningstar (MORN) shares according to this filing?

According to the remarks section, no securities are beneficially owned by Anne L. Bramman as reported in this Form 3.

What is the date of the event reported for Morningstar (MORN) on this Form 3?

The date of the event requiring the statement is listed as 01/02/2026.

What is Anne L. Bramman’s relationship to Morningstar (MORN)?

The filing identifies Anne L. Bramman as a director of Morningstar, Inc., with no officer or 10% owner status checked.

Are there any transactions reported in this Morningstar (MORN) Form 3?

No. The filing does not list any transactions in either the non-derivative or derivative securities tables, and notes that no securities are beneficially owned.

Is this Morningstar (MORN) Form 3 filed by more than one reporting person?

No. The form indicates it is filed by one reporting person, namely director Anne L. Bramman.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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Accepted by SEC EDGAR 01/07/2026 - 04:41 PM Learn about SEC filing dates

SEC Form 3

FORM 3

UNITED STATES SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

INITIAL STATEMENT OF BENEFICIAL OWNERSHIP OF SECURITIES

Filed pursuant to Section 16(a) of the Securities Exchange Act of 1934
or Section 30(h) of the Investment Company Act of 1940

OMB APPROVAL

OMB Number:			3235-0104
Estimated average burden
hours per response:			0.5

1. Name and Address of Reporting Person^*

BRAMMAN ANNE L

(Last) (First) (Middle)

22 WEST WASHINGTON STREET

(Street)

CHICAGO IL 60602

(City) (State) (Zip)

2. Date of Event Requiring Statement (Month/Day/Year)
01/02/2026

3. Issuer Name and Ticker or Trading Symbol
Morningstar, Inc. [ MORN ]

4. Relationship of Reporting Person(s) to Issuer
(Check all applicable)

X	Director		10% Owner
	Officer (give title below)		Other (specify below)

5. If Amendment, Date of Original Filed (Month/Day/Year)

6. Individual or Joint/Group Filing (Check Applicable Line)

X	Form filed by One Reporting Person
	Form filed by More than One Reporting Person

Table I - Non-Derivative Securities Beneficially Owned
1. Title of Security (Instr. 4)	2. Amount of Securities Beneficially Owned (Instr. 4)	3. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	4. Nature of Indirect Beneficial Ownership (Instr. 5)

Table II - Derivative Securities Beneficially Owned (e.g., puts, calls, warrants, options, convertible securities)
1. Title of Derivative Security (Instr. 4)	2. Date Exercisable and Expiration Date (Month/Day/Year)		3. Title and Amount of Securities Underlying Derivative Security (Instr. 4)		4. Conversion or Exercise Price of Derivative Security	5. Ownership Form: Direct (D) or Indirect (I) (Instr. 5)	6. Nature of Indirect Beneficial Ownership (Instr. 5)
	Date Exercisable	Expiration Date	Title	Amount or Number of Shares

Explanation of Responses:

Remarks:

Ex 24- Power of Attorney

No securities are beneficially owned.

	/s/Kathleen Peacock, by power of attorney	01/07/2026
	** Signature of Reporting Person	Date
Reminder: Report on a separate line for each class of securities beneficially owned directly or indirectly.
* If the form is filed by more than one reporting person, see Instruction 5 (b)(v).
** Intentional misstatements or omissions of facts constitute Federal Criminal Violations See 18 U.S.C. 1001 and 15 U.S.C. 78ff(a).
Note: File three copies of this Form, one of which must be manually signed. If space is insufficient, see Instruction 6 for procedure.
Persons who respond to the collection of information contained in this form are not required to respond unless the form displays a currently valid OMB Number.