Morningstar, Inc. | Business Contracts

Separation Agreement and General Release, dated February 1, 2023, between Morningstar, Inc. and Bevin Desmond (Filed With SEC on February 2, 2023)

Contract Services Agreement, dated February 1, 2023, between Morningstar, Inc. and Bevin Desmond (Filed With SEC on February 2, 2023)

Amendment to the Asset Purchase Agreement, by and between S&P Global Inc. and Morningstar, Inc., dated as of June 1, 2022 (Filed With SEC on July 29, 2022)

Description of Morningstar's Securities (Filed With SEC on March 2, 2020)

Agreement and Plan of Merger, dated May 28, 2019, by and among Morningstar, Inc, Alpine Merger Co., Ratings Acquisition Corp and Shareholder Representative Services LLC (Filed With SEC on June 3, 2019)

Asset Purchase Agreement, by and between S&P Global Inc. and Morningstar, Inc., dated as of April 3, 2022 (Filed With SEC on July 29, 2022)

Form of Morningstar Amended and Restated 2011 Stock Incentive Plan Restricted Stock Unit Award Agreement (Filed With SEC on July 30, 2021)

Form of Morningstar Amended and Restated 2011 Stock Incentive Plan CEO Restricted Stock Unit Award Agreement (Filed With SEC on July 30, 2021)

Form of Morningstar Amended and Restated 2011 Stock Incentive Plan Market Stock Unit with Performance Kicker Award Agreement (Filed With SEC on July 30, 2021)

Form of Morningstar Amended and Restated 2011 Stock Incentive Plan Market Stock Unit Award Agreement (Filed With SEC on July 30, 2021)

Form of Morningstar Amended and Restated 2011 Stock Incentive Plan Director Restricted Stock Unit Award Agreement (Filed With SEC on July 30, 2021)

Morningstar, Inc. Amended and Restated 2011 Stock Incentive Plan (Filed With SEC on May 20, 2021)

Note Purchase Agreement dated of as October 26, 2020 by and among Morningstar, Inc. and each of the Purchasers signatory thereto (Filed With SEC on October 26, 2020)

Form of Morningstar 2011 Stock Incentive Plan Market Stock Unit with Performance Kicker Award Agreement (Filed With SEC on July 31, 2020)

Form of Morningstar 2011 Stock Incentive Plan Market Stock Unit Award Agreement (Filed With SEC on July 31, 2020)

Credit Agreement dated of as June 30, 2020 among Morningstar, Inc., certain subsidiaries of Morningstar, Inc., and lenders Bank of America, N.A. and JPMorgan Chase Bank, N.A (Filed With SEC on July 6, 2020)

Separation Agreement dated October 30, 2019 between Morningstar and Tricia Rothschild (Filed With SEC on March 2, 2020)

Form of Morningstar 2011 Stock Incentive Plan Market Stock Unit Award Agreement (Filed With SEC on July 26, 2019)

Form of Morningstar 2011 Stock Incentive Plan Market Stock Unit with Revenue Kicker Award Agreement (Filed With SEC on July 26, 2019)

Form of Morningstar 2011 Stock Incentive Plan Restricted Stock Unit Award Agreement (Filed With SEC on July 26, 2019)

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