Form 4 for MORN Morningstar, Inc.
Accepted 2021-11-18 00:00:00 ET · period of report 2021-11-16 · accession 0001062993-21-011130 · SEC index · Original document
Summary rows
Aggregated the way they appear in lists: one row per insider, transaction code and security table.
| X | Filed | Traded | Ticker | Insider | Title | Type | Price | Qty | Owned | ΔOwn | Value |
|---|---|---|---|---|---|---|---|---|---|---|---|
| D | 2021-11-18 | 2021-11-16 | MORN | Desmond Bevin | Head of Talent, Culture | F - Tax | $316.52 | -608 | 22.9K | -3% | -$192.4K |
| D | 2021-11-18 | 2021-11-16 | MORN | Desmond Bevin | Head of Talent, Culture | M - OptEx | $0.00 | +915 | 23.1K | +4% | $0 |
| D | 2021-11-18 | 2021-11-16 | MORN | Desmond Bevin | Head of Talent, Culture | A - Grant | $0.00 | +457 | 23.5K | +2% | $0 |
| D | 2021-11-18 | 2021-11-16 | MORN | Desmond Bevin | Head of Talent, Culture | M - OptEx | — | -915 | 0 | -100% | — |
Purchase Sale Sale after option exercise All abbreviations
Every reported transaction
| # | Table | Security | Date | Code | A/D | Shares | Price | Owned after | Own | Exercise / expiry | Underlying | Footnotes |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 1 | Common | Common Stock | 2021-11-16 | F | D | 608 | $316.52 | 22,901 | D | — | — | |
| 2 | Common | Common Stock | 2021-11-16 | M | A | 915 | $0.00 | 23,052 | D | — | — | (F1) Represents common stock earned from the vesting of a market stock unit grant on November 15, 2018. |
| 3 | Common | Common Stock | 2021-11-16 | A | A | 457 | $0.00 | 23,509 | D | — | — | (F2) Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2021 in excess of target under the terms of a market stock unit grant on November 15, 2018. |
| 4 | Derivative | Market Stock Units | 2021-11-16 | M | D | 915 | — | 0 | D | — · — to 2021-11-16 | 915 Common Stock | (F1) Represents common stock earned from the vesting of a market stock unit grant on November 15, 2018. |