Form 4 for MORN Morningstar, Inc.
Accepted 2021-11-18 00:00:00 ET · period of report 2021-11-16 · accession 0001062993-21-011131 · 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 | Kapoor Kunal | CEO, Dir | F - Tax | $316.52 | -4,055 | 107.4K | -4% | -$1.28M |
| D | 2021-11-18 | 2021-11-16 | MORN | Kapoor Kunal | CEO, Dir | A - Grant | $0.00 | +3,050 | 111.5K | +3% | $0 |
| D | 2021-11-18 | 2021-11-16 | MORN | Kapoor Kunal | CEO, Dir | M - OptEx | $0.00 | +6,101 | 108.4K | +6% | $0 |
| D | 2021-11-18 | 2021-11-16 | MORN | Kapoor Kunal | CEO, Dir | M - OptEx | — | -6,101 | 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 | 4,055 | $316.52 | 107,399 | D | — | — | |
| 2 | Common | Common Stock | 2021-11-16 | A | A | 3,050 | $0.00 | 111,454 | D | — | — | (F2) Represents additional common stock earned from achievement of cumulative total shareholder return for the three year perforrmance period ending November 14, 2021 in excess of target under the terms of a market stock unit grant on November 15, 2018. |
| 3 | Common | Common Stock | 2021-11-16 | M | A | 6,101 | $0.00 | 108,404 | D | — | — | (F1) Represents common stock earned from the vesting of a market stock unit grant on November 15, 2018. |
| 4 | Derivative | Market Stock Units | 2021-11-16 | M | D | 6,101 | — | 0 | D | — · — to 2021-11-16 | 6,101 Common Stock | (F1) Represents common stock earned from the vesting of a market stock unit grant on November 15, 2018. |