MORNINGSTAR INVESTMENT SERVICES LLC
CRD #112525 SEC #801-60401 CHICAGO, IL 312-696-6000
SEC Registered
Total AUM
--
Discretionary
--
Employees
0
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Jul 8, 2025
- Branch Offices
- 12
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| COSTELLO, MEEGAN, MCDERMOTT | I | TREASURER | NA | Control |
| COSTELLO, MEEGAN, MCDERMOTT | I | TREASURER | NA | Control |
| COSTELLO, MEEGAN, MCDERMOTT | I | TREASURER | NA | Control |
| COSTELLO, MEEGAN, MCDERMOTT | I | TREASURER | NA | Control |
| COSTELLO, MEEGAN, MCDERMOTT | I | TREASURER | NA | Control |
| COSTELLO, MEEGAN, MCDERMOTT | I | TREASURER | NA | Control |
| COSTELLO, MEEGAN, MCDERMOTT | I | TREASURER | NA | Control |
| COSTELLO, MEEGAN, MCDERMOTT | I | TREASURER | NA | Control |
| COSTELLO, MEEGAN, MCDERMOTT | I | TREASURER | NA | Control |
| COSTELLO, MEEGAN, MCDERMOTT | I | TREASURER | NA | Control |
| COSTELLO, MEEGAN, MCDERMOTT | I | TREASURER | NA | Control |
| COSTELLO, MEEGAN, MCDERMOTT | I | TREASURER | NA | Control |
| COSTELLO, MEEGAN, MCDERMOTT | I | TREASURER | NA | Control |
| COSTELLO, MEEGAN, MCDERMOTT | I | TREASURER | NA | Control |
| COSTELLO, MEEGAN, MCDERMOTT | I | TREASURER | NA | Control |
| DOWNING, JAMES ROTH | I | FINOP | NA | |
| DOWNING, JAMES ROTH | I | FINOP | NA | |
| DOWNING, JAMES ROTH | I | FINOP | NA | |
| DOWNING, JAMES ROTH | I | FINOP | NA | |
| DOWNING, JAMES ROTH | I | FINOP | NA | |
| DOWNING, JAMES ROTH | I | FINOP | NA | |
| DOWNING, JAMES ROTH | I | FINOP | NA | |
| DOWNING, JAMES ROTH | I | FINOP | NA | |
| DOWNING, JAMES ROTH | I | FINOP | NA | |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| DUGERY, PETER JOHN | I | VICE PRESIDENT | NA | Control |
| FLORENCE, THOMAS IBBERSON | I | PRESIDENT | NA | Control |
| FLORENCE, THOMAS, IBBERSON | I | PRESIDENT | NA | Control |
| HARRIS, JOHN DOUGLAS | I | VICE PRESIDENT | NA | Control |
| HARRIS, JOHN DOUGLAS | I | VICE PRESIDENT | NA | Control |
| HARRIS, JOHN DOUGLAS | I | VICE PRESIDENT | NA | Control |
| HARRIS, JOHN DOUGLAS | I | VICE PRESIDENT | NA | Control |
| HARRIS, JOHN DOUGLAS | I | VICE PRESIDENT | NA | Control |
| HARRIS, JOHN DOUGLAS | I | VICE PRESIDENT | NA | Control |
| HARRIS, JOHN DOUGLAS | I | VICE PRESIDENT | NA | Control |
| HARRIS, JOHN DOUGLAS | I | VICE PRESIDENT | NA | Control |
| HARRIS, JOHN DOUGLAS | I | VICE PRESIDENT | NA | Control |
| HARRIS, JOHN DOUGLAS | I | VICE PRESIDENT | 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 |
| LARSON, ANGELA LYNNE | I | INTERIM CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| LARSON, ANGELA LYNNE | I | INTERIM CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| LARSON, ANGELA LYNNE | I | INTERIM CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| LARSON, ANGELA LYNNE | I | INTERIM CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| LARSON, ANGELA LYNNE | I | INTERIM CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| LARSON, ANGELA LYNNE | I | INTERIM CHIEF COMPLIANCE OFFICER, SECRETARY | NA | Control |
| LINSTRA, JONATHAN GRAHAM | I | PRESIDENT (BD ONLY) | NA | Control |
| LINSTRA, JONATHAN GRAHAM | I | PRESIDENT | NA | Control |
| LINSTRA, JONATHAN GRAHAM | I | PRESIDENT (BD ONLY) | NA | Control |
| LINSTRA, JONATHAN GRAHAM | I | PRESIDENT (BD ONLY) | NA | Control |
| LINSTRA, JONATHAN GRAHAM | I | PRESIDENT (BD ONLY) | NA | Control |
| LINSTRA, JONATHAN GRAHAM | I | PRESIDENT (BD ONLY) | NA | Control |
| LINSTRA, JONATHAN GRAHAM | I | PRESIDENT (BD ONLY) | NA | Control |
| LINSTRA, JONATHAN GRAHAM | I | PRESIDENT (BD ONLY) | NA | Control |
| LINSTRA, JONATHAN GRAHAM | I | PRESIDENT (BD ONLY) | NA | Control |
| LINSTRA, JONATHAN GRAHAM | I | PRESIDENT (BD ONLY) | NA | Control |
| LINSTRA, JONATHAN GRAHAM | I | PRESIDENT (BD ONLY) | NA | Control |
| LINSTRA, JONATHAN GRAHAM | I | PRESIDENT (BD ONLY) | NA | Control |
| LINSTRA, JONATHAN GRAHAM | I | PRESIDENT (BD ONLY) | NA | Control |
| LINSTRA, JONATHAN GRAHAM | I | PRESIDENT (BD ONLY) | NA | Control |
| LINSTRA, JONATHAN GRAHAM | I | PRESIDENT (BD ONLY) | 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 |
| 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 |
| LUTSCHAUNIG, ARTHUR JAMES | I | PRESIDENT | NA | Control |
| LUTSCHAUNIG, ARTHUR JAMES | I | PRESIDENT | NA | Control |
| LUTSCHAUNIG, ARTHUR, JAMES | I | CHIEF INVESTMENT OFFICER | 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 | 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 | 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 | PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | PRESIDENT (RIA ONLY) | NA | Control |
| NEEDHAM, DANIEL | I | PRESIDENT | NA | Control |
| NEEDHAM, DANIEL | I | PRESIDENT (RIA ONLY) | NA | Control |
| NEEDHAM, DANIEL | I | PRESIDENT (RIA ONLY) | NA | Control |
| NEEDHAM, DANIEL | I | PRESIDENT (RIA ONLY) | NA | Control |
| NEEDHAM, DANIEL | I | PRESIDENT (RIA ONLY) | NA | Control |
| NEEDHAM, DANIEL | I | PRESIDENT (RIA ONLY) | NA | Control |
| NEEDHAM, DANIEL | I | PRESIDENT (RIA ONLY) | NA | Control |
| NEEDHAM, DANIEL | I | PRESIDENT (RIA ONLY) | NA | Control |
| NEEDHAM, DANIEL | I | PRESIDENT (RIA ONLY) | NA | Control |
| NEEDHAM, DANIEL | I | PRESIDENT (RIA ONLY) | NA | Control |
| NEEDHAM, DANIEL | I | PRESIDENT (RIA ONLY) | NA | Control |
| NEEDHAM, DANIEL | I | PRESIDENT (RIA ONLY) | NA | Control |
| NEEDHAM, DANIEL | I | PRESIDENT (RIA ONLY) | NA | Control |
| NEEDHAM, DANIEL | I | PRESIDENT (RIA ONLY) | NA | Control |
| PTAK, JEFFREY BARRY | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| PTAK, JEFFREY BARRY | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| PTAK, JEFFREY BARRY | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| PTAK, JEFFREY BARRY | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| PTAK, JEFFREY BARRY | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| PTAK, JEFFREY BARRY | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| PTAK, JEFFREY BARRY | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| PTAK, JEFFREY BARRY | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| PTAK, JEFFREY BARRY | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| PTAK, JEFFREY BARRY | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| PTAK, JEFFREY BARRY | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| PTAK, JEFFREY BARRY | I | PRESIDENT AND CHIEF INVESTMENT OFFICER | NA | Control |
| RADGOWSKI, MATTHEW JOSEPH | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| RADGOWSKI, MATTHEW JOSEPH | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| RADGOWSKI, MATTHEW JOSEPH | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| RADGOWSKI, MATTHEW JOSEPH | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| RADGOWSKI, MATTHEW JOSEPH | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| RADGOWSKI, MATTHEW JOSEPH | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| RADGOWSKI, MATTHEW JOSEPH | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| RADGOWSKI, MATTHEW JOSEPH | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| RADGOWSKI, MATTHEW JOSEPH | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| RADGOWSKI, MATTHEW JOSEPH | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| RADGOWSKI, MATTHEW JOSEPH | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| RADGOWSKI, MATTHEW JOSEPH | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| RADGOWSKI, MATTHEW JOSEPH | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| RADGOWSKI, MATTHEW JOSEPH | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| RADGOWSKI, MATTHEW JOSEPH | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| RADGOWSKI, MATTHEW JOSEPH | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| RADGOWSKI, MATTHEW JOSEPH | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| RADGOWSKI, MATTHEW JOSEPH | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| RADGOWSKI, MATTHEW JOSEPH | I | EXECUTIVE VICE PRESIDENT AND TREASURER | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP | NA | Control |
| SCHILLING, DONALD SCOTT | I | CCO/FINOP | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP | NA | Control |
| SCHILLING, DONALD SCOTT | I | CCO/FINOP | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP/SECRETARY | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP/SECRETARY | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP/SECRETARY | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP/SECRETARY | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP/SECRETARY | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP/SECRETARY | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP/SECRETARY | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP/SECRETARY | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP/SECRETARY | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP/SECRETARY | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP/SECRETARY | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP/SECRETARY | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP/SECRETARY | NA | Control |
| SCHILLING, DONALD SCOTT | I | CHIEF COMPLIANCE OFFICER/FINOP/SECRETARY | NA | Control |
| SCHILLING, DONALD SCOTT | I | FINOP | NA | |
| SCHILLING, DONALD SCOTT | I | FINOP | NA | |
| SCHILLING, DONALD SCOTT | I | FINOP | NA | |
| SCHILLING, DONALD SCOTT | I | FINOP | NA | |
| SCHILLING, DONALD SCOTT | I | FINOP | NA | |
| SCHILLING, DONALD SCOTT | I | FINOP | NA | |
| SCHILLING, DONALD SCOTT | I | FINOP | NA | |
| SCHILLING, DONALD SCOTT | I | FINOP | NA | |
| SCHILLING, DONALD SCOTT | I | FINOP, POO, PFO | NA | |
| SCHILLING, DONALD SCOTT | I | FINOP, POO, PFO | NA | |
| SCHILLING, DONALD SCOTT | I | FINOP, POO, PFO | NA | |
| SCHILLING, DONALD SCOTT | I | FINOP, POO, PFO | NA | |
| SCHILLING, DONALD, SCOTT | I | COMPLIANCE OFFICER | 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 |
| WENTSEL, SCOTT ALLEN | I | VICE PRESIDENT | NA | Control |
| MORNINGSTAR INC. | DE | SHAREHOLDER | E | Control |
| MORNINGSTAR INC. | DE | SHAREHOLDER | E | Control |
| MORNINGSTAR INC. | DE | SHAREHOLDER | E | Control |
| MORNINGSTAR INC. | DE | SHAREHOLDER | E | Control |
| MORNINGSTAR INC. | DE | SHAREHOLDER | E | Control |
| MORNINGSTAR INC. | DE | SHAREHOLDER | E | Control |
| MORNINGSTAR INC. | DE | SHAREHOLDER | E | Control |
| MORNINGSTAR INC. | DE | SHAREHOLDER | E | Control |
| MORNINGSTAR INC. | DE | SHAREHOLDER | E | Control |
| MORNINGSTAR INC. | DE | SHAREHOLDER | E | Control |
| MORNINGSTAR INC. | DE | SHAREHOLDER | E | Control |
| MORNINGSTAR INC. | DE | SHAREHOLDER | E | Control |
| MORNINGSTAR INC. | DE | SHAREHOLDER | E | Control |
| MORNINGSTAR INC. | DE | SHAREHOLDER | E | Control |
| MORNINGSTAR INC. | DE | SHAREHOLDER | E | Control |
| MORNINGSTAR INC. | DE | SHAREHOLDER | E | Control |
| MORNINGSTAR INC. | DE | SHAREHOLDER | E | Control |
| MORNINGSTAR INC. | DE | SHAREHOLDER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
| MORNINGSTAR INVESTMENT MANAGEMENT LLC | DE | SOLE MEMBER | E | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | E | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | E | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | E | Control |
| MANSUETO, JOSEPH, D. | I | MORNINGSTAR INC. | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MORNINGSTAR, INC. | DE | MORNINGSTAR INVESTMENT MANAGEMENT LLC | E | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | D | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
| MANSUETO, JOSEPH DANIEL | I | MORNINGSTAR INC. | C | Control |
Registrations
Federal
IA
Jul 8, 2025 REGISTERED
Notice Filings (52)
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Address
22 WEST WASHINGTON STREETCHICAGO, IL 60602-1605
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Phone: 312-696-6000