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Security holder agreements
| Type | Name | Date |
| Credit agreement | CREDIT AGREEMENT | 07/06/2020 |
| Credit agreement | Amendment No. 1 to Amended and Restated Credit Agreement among Morningstar, Inc., certain subsidiaries of Morningstar, Inc., and Bank of America, N.A | 12/28/2018 |
| Credit agreement | Amended and Restated Credit Agreement among Morningstar, Inc., certain subsidiaries of Morningstar, Inc., and Bank of America, N.A | 11/08/2016 |
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