Skip to main content
Skip to main content
Menu
×
How Morningstar Can Help
Individual Investors
Plan Sponsors
Advisors
Asset Managers
Company
About Morningstar
Careers
Newsroom
Investor Relations
Featured Products and Services
Morningstar Advisor Workstation
Morningstar Office Cloud
Morningstar Cloud
Morningstar Retirement Manager
Morningstar Managed Portfolios
Morningstar Research
Morningstar Data
Morningstar Indexes
Morningstar Dynamic APIs
View All Products and Services ›
Our Thinking
ESG Investing
Best-Interest Advice
Trending Research
Signature Methodologies
Advisor Insights
Morningstar Magazine
Morningstar Investment Conference
The Investor Success Project
Home
»
Investor Relations
»
Financials
»
SEC Filings
»
SEC Filings Details
Investor Relations
Morningstar Supplier Portal
Newsroom
Investor Relations
Strategy
Our Strategy
Owner’s Guide
Investor Q&A
Financials
Financial Summary
SEC Filings
Stock Info
Governance
Board of Directors
Committees
Leadership
Code of Ethics
Ethics Hotline
Stock Ownership Requirements
Compliance & Disclosures
FINRA-Reviewed Reports
Morningstar® Advisor Workstation
Morningstar® Dynamic Services APIs
Morningstar® Annuity Intelligence
Insider Trading Policy
Events & Presentations
Resources
Request an Annual Report
FAQs
Email Alerts
Annual Reports
RSS
Contacts
Careers
NewsRoom
News Archive
Media Resources
Morningstar Experts
Morningstar Awards
Contact Us
Morningstar Media Relations Contacts
Email Alerts
Global Contacts
Investor Relations
Strategy
Our Strategy
Owner’s Guide
Investor Q&A
Financials
Financial Summary
SEC Filings
Stock Info
Governance
Board of Directors
Committees
Leadership
Code of Ethics
Ethics Hotline
Stock Ownership Requirements
Compliance & Disclosures
FINRA-Reviewed Reports
Morningstar® Advisor Workstation
Morningstar® Dynamic Services APIs
Morningstar® Annuity Intelligence
Insider Trading Policy
Events & Presentations
Resources
Request an Annual Report
FAQs
Email Alerts
Annual Reports
RSS
Contacts
Careers
NewsRoom
News Archive
Media Resources
Morningstar Experts
Morningstar Awards
Contact Us
Morningstar Media Relations Contacts
Email Alerts
Global Contacts
SEC Filings Details
December 17, 2019
Form
3
Initial Statement of Beneficial Ownership
PDF format download (opens in new window)
Excel format download (opens in new window)
Quick Links
Ask a Question
Interactive Financials
Ethics Hotline
Email Alerts
Contacts
Follow Morningstar
© Copyright
Morningstar, Inc. All rights reserved.
Legal Notices
Privacy Policy
Regulatory Disclosures
Global Contacts
Powered By Q4 Inc.
5.168.1.2
(opens in new window)