0001289419-24-000059 Sample Contracts

MORNINGSTAR, INC. AMENDED AND RESTATED 2011 STOCK INCENTIVE PLAN MARKET STOCK UNIT AWARD AGREEMENT

Market Stock Unit Award Agreement • July 26th, 2024 • Morningstar, Inc. • Investment advice

• Contract Type
  Market Stock Unit Award Agreement
• Filed
  July 26th, 2024
• Company
  Morningstar, Inc.
• Industry
  Investment advice

THIS MARKET STOCK UNIT AWARD AGREEMENT, which includes the Online Grant Acceptance form (the “Grant Notice”) provided to the Participant named therein and any special terms and conditions for the Participant’s country set forth in the Addendum attached hereto (together, the “Award Agreement”), is made under the Morningstar, Inc. Amended and Restated 2011 Stock Incentive Plan, as amended from time to time (the “Plan”), as of the Grant Date specified in the Grant Notice. Any term capitalized but not defined in this Award Agreement will have the meaning set forth in the Plan. For purposes of this Award Agreement, “Employer” means the entity (the Company or Affiliate) that employs the Participant.

AMENDED AND RESTATED 2011 STOCK INCENTIVE PLAN RESTRICTED STOCK UNIT AWARD AGREEMENT

Restricted Stock Unit Award Agreement • July 26th, 2024 • Morningstar, Inc. • Investment advice

• Contract Type
  Restricted Stock Unit Award Agreement
• Filed
  July 26th, 2024
• Company
  Morningstar, Inc.
• Industry
  Investment advice

THIS RESTRICTED STOCK UNIT AWARD AGREEMENT, which includes the Online Grant Acceptance form (the “Grant Notice”) provided to the Participant named therein and any special terms and conditions for the Participant’s country set forth in the Addendum attached hereto (together, the “Award Agreement”), is made under the Morningstar, Inc. Amended and Restated 2011 Stock Incentive Plan, as amended from time to time (the “Plan”) as of the Grant Date specified in the Grant Notice. Any term capitalized but not defined in this Award Agreement will have the meaning set forth in the Plan. For purposes of this Award Agreement, “Employer” means the entity (the Company or Affiliate) that employs the Participant.

Execution Version THIRD AMENDMENT TO CREDIT AGREEMENT This Third Amendment to Credit Agreement (this “Amendment”) is entered into as of June 27, 2024 by and among MORNINGSTAR, INC., an Illinois corporation (the “Company”), certain Subsidiaries of the...

Credit Agreement • July 26th, 2024 • Morningstar, Inc. • Investment advice • Illinois

• Contract Type
  Credit Agreement
• Filed
  July 26th, 2024
• Company
  Morningstar, Inc.
• Industry
  Investment advice
• Jurisdiction
  Illinois

MORNINGSTAR, INC. AMENDED AND RESTATED 2011 STOCK INCENTIVE PLAN STRETCH PERFORMANCE STOCK UNIT AWARD AGREEMENT

Stock Incentive Plan Agreement • July 26th, 2024 • Morningstar, Inc. • Investment advice

• Contract Type
  Stock Incentive Plan Agreement
• Filed
  July 26th, 2024
• Company
  Morningstar, Inc.
• Industry
  Investment advice

THIS STRETCH PERFORMANCE STOCK UNIT AWARD AGREEMENT, which includes the Online Grant Acceptance form (the “Grant Notice”) provided to the Participant named therein and any special terms and conditions for the Participant’s country set forth in the Addendum attached hereto (together, the “Award Agreement”), is made under the Morningstar, Inc. Amended and Restated 2011 Stock Incentive Plan, as amended from time to time (the “Plan”), as of the Grant Date specified in the Grant Notice. Any term capitalized but not defined in this Award Agreement will have the meaning set forth in the Plan. For purposes of this Award Agreement, “Employer” means the entity (the Company or Affiliate) that employs the Participant.