MORNINGSTAR INVESTMENT MANAGEMENT LLC
CRD #108031 SEC #801-56896 CHICAGO, IL 312-696-6000
SEC Registered
Total AUM
$76.6B
Discretionary
$76.6B
Employees
323
Clients
0
Accounts
592,301
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Nov 10, 2025
- Branch Offices
- 40
- LEI
- 254900JBDAIP0C9NQE19
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BARDELL, RITA, KAY | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| BARDELL, RITA, KAY | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| CHEN, PENG | I | PRESIDENT | NA | Control |
| CHEN, PENG | I | PRESIDENT | NA | Control |
| CHEN, PENG | I | PRESIDENT | NA | Control |
| IDZOREK, THOMAS, MARK | I | PRESIDENT AND CIO | NA | Control |
| IDZOREK, THOMAS, MARK | I | PRESIDENT AND CIO | NA | Control |
| IDZOREK, THOMAS, MARK | I | PRESIDENT AND CIO | NA | Control |
| IDZOREK, THOMAS, MARK | I | PRESIDENT AND CIO | NA | Control |
| IDZOREK, THOMAS, MARK | I | PRESIDENT AND CIO | NA | Control |
| IDZOREK, THOMAS, MARK | I | PRESIDENT AND CIO | NA | Control |
| IDZOREK, THOMAS, MARK | I | PRESIDENT AND CIO | NA | Control |
| JOHNSON, BROCK, ALLAN | I | VICE PRESIDENT SALES AND MARKETING | NA | Control |
| JOHNSON, BROCK, ALLAN | I | VICE PRESIDENT SALES AND MARKETING | NA | Control |
| JOHNSON, BROCK, ALLAN | I | VICE PRESIDENT SALES AND MARKETING | NA | Control |
| JOHNSON, BROCK, ALLAN | I | VICE PRESIDENT SALES AND MARKETING | NA | Control |
| JOHNSON, BROCK, ALLAN | I | VICE PRESIDENT SALES AND MARKETING | NA | Control |
| JOHNSON, BROCK, ALLAN | I | VICE PRESIDENT SALES AND MARKETING | NA | Control |
| JOHNSON, BROCK, ALLAN | I | VICE PRESIDENT SALES AND MARKETING | NA | Control |
| JOHNSON, BROCK, ALLAN | I | VICE PRESIDENT SALES AND MARKETING | NA | Control |
| JOHNSON, BROCK, ALLAN | I | VICE PRESIDENT SALES AND MARKETING | NA | Control |
| JOHNSON, BROCK, ALLAN | I | VICE PRESIDENT SALES AND MARKETING | NA | Control |
| JOHNSON, BROCK, ALLAN | I | VICE PRESIDENT SALES AND MARKETING | NA | Control |
| JOHNSON, BROCK, ALLAN | I | VICE PRESIDENT SALES AND MARKETING | NA | Control |
| JOHNSON, BROCK, ALLAN | I | VICE PRESIDENT SALES AND MARKETING | NA | Control |
| JOHNSON, BROCK, ALLAN | I | VICE PRESIDENT SALES AND MARKETING | NA | Control |
| JOHNSON, BROCK, ALLAN | I | VICE PRESIDENT SALES AND MARKETING | NA | Control |
| JOHNSON, BROCK, ALLAN | I | CO-PRESIDENT, GLOBAL RETIREMENT & WORKPLACE SOLUTIONS | NA | Control |
| JOHNSON, BROCK, ALLAN | I | CO-PRESIDENT, GLOBAL RETIREMENT & WORKPLACE SOLUTIONS | NA | Control |
| JOHNSON, BROCK, ALLAN | I | CO-PRESIDENT, GLOBAL RETIREMENT & WORKPLACE SOLUTIONS | NA | Control |
| JOHNSON, BROCK, ALLAN | I | CO-PRESIDENT, GLOBAL RETIREMENT & WORKPLACE SOLUTIONS | NA | Control |
| JOHNSON, BROCK, ALLAN | I | CO-PRESIDENT, GLOBAL RETIREMENT & WORKPLACE SOLUTIONS | NA | Control |
| JOHNSON, BROCK, ALLAN | I | CO-PRESIDENT, GLOBAL RETIREMENT & WORKPLACE SOLUTIONS | NA | Control |
| JOHNSON, BROCK, ALLAN | I | CO-PRESIDENT, GLOBAL RETIREMENT & WORKPLACE SOLUTIONS | NA | Control |
| JOHNSON, BROCK, ALLAN | I | CO-PRESIDENT, GLOBAL RETIREMENT & WORKPLACE SOLUTIONS | NA | Control |
| JOHNSON, BROCK, ALLAN | I | CO-PRESIDENT, GLOBAL RETIREMENT & WORKPLACE SOLUTIONS | NA | Control |
| JOHNSON, BROCK, ALLAN | I | CO-PRESIDENT, GLOBAL RETIREMENT & WORKPLACE SOLUTIONS | NA | Control |
| JOHNSON, BROCK, ALLAN | I | CO-PRESIDENT, GLOBAL RETIREMENT & WORKPLACE SOLUTIONS | NA | Control |
| JOHNSON, BROCK, ALLAN | I | CO-PRESIDENT, GLOBAL RETIREMENT & WORKPLACE SOLUTIONS | NA | Control |
| JOHNSON, BROCK, ALLAN | I | CO-PRESIDENT, GLOBAL RETIREMENT & WORKPLACE SOLUTIONS | NA | Control |
| JOHNSON, BROCK, ALLAN | I | CO-PRESIDENT, GLOBAL RETIREMENT & WORKPLACE SOLUTIONS | NA | Control |
| JOHNSON, BROCK, ALLAN | I | CO-PRESIDENT, GLOBAL RETIREMENT & WORKPLACE SOLUTIONS | NA | Control |
| JOHNSON, BROCK, ALLAN | I | CO-PRESIDENT, GLOBAL RETIREMENT & WORKPLACE SOLUTIONS | NA | Control |
| JOHNSON, BROCK, ALLAN | I | CO-PRESIDENT, GLOBAL RETIREMENT & WORKPLACE SOLUTIONS | NA | Control |
| JOHNSON, BROCK, ALLAN | I | CO-PRESIDENT, MORNINGSTAR RETIREMENT | NA | Control |
| JOHNSON, BROCK, ALLAN | I | CO-PRESIDENT, GLOBAL RETIREMENT & WORKPLACE SOLUTIONS | NA | Control |
| JOHNSON, BROCK, ALLAN | I | CO-PRESIDENT, MORNINGSTAR RETIREMENT | NA | Control |
| JOHNSON, BROCK, ALLAN | I | CO-PRESIDENT, MORNINGSTAR RETIREMENT | NA | Control |
| JOHNSON, BROCK, ALLAN | I | CO-PRESIDENT, MORNINGSTAR RETIREMENT | NA | Control |
| JOHNSON, BROCK, ALLAN | I | CO-PRESIDENT, MORNINGSTAR RETIREMENT | NA | Control |
| JOHNSON, BROCK, ALLAN | I | CO-PRESIDENT, MORNINGSTAR RETIREMENT | NA | Control |
| KAPLAN, PAUL, DAVID | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KAPLAN, PAUL, DAVID | I | VICE PRESIDENT QUANTITATIVE RESEARCH | NA | Control |
| KASUN-FRETZ, SARA, FRANCES | I | INTERIM CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| KASUN-FRETZ, SARA, FRANCES | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| KASUN-FRETZ, SARA, FRANCES | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| KASUN-FRETZ, SARA, FRANCES | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| KASUN-FRETZ, SARA, FRANCES | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| KASUN-FRETZ, SARA, FRANCES | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| KASUN-FRETZ, SARA, FRANCES | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| KRAFCISIN, TERESA, M | I | VICE PRESIDENT - DIRECTOR OF FINANCE | NA | Control |
| KRAFCISIN, TERESA, M | I | VICE PRESIDENT - DIRECTOR OF FINANCE | NA | Control |
| KRAFCISIN, TERESA, M | I | VICE PRESIDENT - DIRECTOR OF FINANCE | NA | Control |
| KRAFCISIN, TERESA, M | I | VICE PRESIDENT - DIRECTOR OF FINANCE | NA | Control |
| KRAFCISIN, TERESA, M | I | VICE PRESIDENT - DIRECTOR OF FINANCE | NA | Control |
| KRAFCISIN, TERESA, M | I | VICE PRESIDENT - DIRECTOR OF FINANCE | NA | Control |
| Kemp, Daniel | I | CHIEF RESEARCH AND INVESTMENT OFFICER | NA | Control |
| Kemp, Daniel | I | CHIEF RESEARCH AND INVESTMENT OFFICER | NA | Control |
| Kemp, Daniel | I | CHIEF RESEARCH AND INVESTMENT OFFICER | NA | Control |
| Kemp, Daniel | I | CHIEF RESEARCH AND INVESTMENT OFFICER | NA | Control |
| Kemp, Daniel | I | CHIEF RESEARCH AND INVESTMENT OFFICER | NA | Control |
| Kemp, Daniel | I | CHIEF RESEARCH AND INVESTMENT OFFICER | NA | Control |
| Kemp, Daniel | I | CHIEF RESEARCH AND INVESTMENT OFFICER | NA | Control |
| Kemp, Daniel | I | CHIEF RESEARCH AND INVESTMENT OFFICER | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| LOFTUS, LORI, ANN | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| NEEDHAM, DANIEL | I | PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | CO-PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | CO-PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | CO-PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | CO-PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | CO-PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | CO-PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | CO-PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | CO-PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | CO-PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | CO-PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | CO-PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | CO-PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | CO-PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | CO-PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | CO-PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | CO-PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | CO-PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | CO-PRESIDENT, MORNINGSTAR WEALTH | NA | Control |
| NEEDHAM, DANIEL | I | CO-PRESIDENT | NA | Control |
| NEEDHAM, DANIEL, EDWARD | I | CO-PRESIDENT, MORNINGSTAR WEALTH | NA | Control |
| NEEDHAM, DANIEL, EDWARD | I | CO-PRESIDENT, MORNINGSTAR WEALTH | NA | Control |
| NEEDHAM, DANIEL, EDWARD | I | CO-PRESIDENT, MORNINGSTAR WEALTH | NA | Control |
| NEEDHAM, DANIEL, EDWARD | I | CO-PRESIDENT, MORNINGSTAR WEALTH | NA | Control |
| NEEDHAM, DANIEL, EDWARD | I | CO-PRESIDENT, MORNINGSTAR WEALTH | NA | Control |
| RADGOWSKI, MATTHEW, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| RADGOWSKI, MATTHEW, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| RADGOWSKI, MATTHEW, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| RADGOWSKI, MATTHEW, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| RADGOWSKI, MATTHEW, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| RADGOWSKI, MATTHEW, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| RADGOWSKI, MATTHEW, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| RADGOWSKI, MATTHEW, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| RADGOWSKI, MATTHEW, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| RADGOWSKI, MATTHEW, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| RADGOWSKI, MATTHEW, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| RADGOWSKI, MATTHEW, JOSEPH | I | MANAGING DIRECTOR | NA | Control |
| REINKEMEYER, PATRICK, JOHN | I | PRESIDENT | NA | Control |
| REINKEMEYER, PATRICK, JOHN | I | PRESIDENT | NA | Control |
| REINKEMEYER, PATRICK, JOHN | I | PRESIDENT | NA | Control |
| REINKEMEYER, PATRICK, JOHN | I | PRESIDENT | NA | Control |
| REKENTHALER, JOHN, ALBERT | I | PRESIDENT | NA | Control |
| REKENTHALER, JOHN, ALBERT | I | PRESIDENT | NA | Control |
| SCHILLING, DONALD, SCOTT | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| SCHILLING, DONALD, SCOTT | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| SCHILLING, DONALD, SCOTT | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| SCHILLING, DONALD, SCOTT | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| SCHILLING, DONALD, SCOTT | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| SCHILLING, DONALD, SCOTT | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| SCHILLING, DONALD, SCOTT | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| SCHILLING, DONALD, SCOTT | I | COMPLIANCE OFFICER & SECRETARY | NA | Control |
| SCHILLING, DONALD, SCOTT | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| SCHILLING, DONALD, SCOTT | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| SCHILLING, DONALD, SCOTT | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| SCHILLING, DONALD, SCOTT | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| SCHILLING, DONALD, SCOTT | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| SCHILLING, DONALD, SCOTT | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| SCHILLING, DONALD, SCOTT | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| SCHILLING, DONALD, SCOTT | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| SCHILLING, DONALD, SCOTT | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| SCHILLING, DONALD, SCOTT | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| SCHILLING, DONALD, SCOTT | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| SCHILLING, DONALD, SCOTT | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| SCHILLING, DONALD, SCOTT | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| SCHILLING, DONALD, SCOTT | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| SKINNER, MICHAEL, JOHN | I | VICE PRESIDENT BUSINESS DEVELOPMENT | NA | Control |
| WENTSEL, SCOTT, ALLEN | I | VICE PRESIDENT | NA | Control |
| WENTSEL, SCOTT, ALLEN | I | VICE PRESIDENT | NA | Control |
| WENTSEL, SCOTT, ALLEN | I | VICE PRESIDENT | NA | Control |
| motay, rajneesh | I | HEAD OF ADVICE AND FINANCIAL PLANNING | NA | Control |
| motay, rajneesh | I | HEAD OF ADVICE AND FINANCIAL PLANNING | NA | Control |
| MORNINGSTAR, INC. | DE | MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR, INC. | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | E | Control |
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | E | Control |
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | E | Control |
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | E | Control |
| MANSUETO, JOSEPH, D | I | MORNINGSTAR, INC. | D | Control |
| MANSUETO, JOSEPH, D | I | MORNINGSTAR, INC. | D | Control |
| MANSUETO, JOSEPH, D | I | MORNINGSTAR, INC. | D | Control |
| MANSUETO, JOSEPH, D | I | MORNINGSTAR, INC. | D | Control |
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH, D | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, D | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, D | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, D | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, D | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, D | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, D | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, D | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, D | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, D | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, D | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, D | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, D | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, D | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, D | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, D | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, D | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, D | I | MORNINGSTAR, INC. | C | Control |
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | C | Control |
Registrations
Federal
IA
Nov 10, 2025 REGISTERED
Notice Filings (52)
AK AL AR AZ CA CO CT DC DE FL GA HI IA ID IL IN KS KY LA MA MD ME MI MN MO MS MT NC ND NE NH NJ NM NV NY OH OK OR PA PR RI SC SD TN TX UT VA VI VT WA WI WV
Address
22 WEST WASHINGTON STREETCHICAGO, IL 60602
United States
Phone: 312-696-6000