Form 4 for MORN Morningstar, Inc.
Accepted 2022-05-17 00:00:00 ET · period of report 2022-05-15 · accession 0001062993-22-012817 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DM | 2022-05-17 | 2022-05-15 | MORN | McGarry Kimberly J | CAO, Gbl Ctrl | A - Grant | $0.00 | +428 | 2,105 | +26% | $0 |
| D | 2022-05-17 | 2022-05-15 | MORN | McGarry Kimberly J | CAO, Gbl Ctrl | F - Tax | $242.95 | -88 | 2,137 | -4% | -$21.4K |
| D | 2022-05-17 | 2022-05-15 | MORN | McGarry Kimberly J | CAO, Gbl Ctrl | A - Grant | $0.00 | +168 | 168 | New | $0 |
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 (Restricted Stock Units) | 2022-05-15 | A | A | 120 | $0.00 | 2,225 | D | — | — | (F2) Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in two equal annual installments beginning May 15, 2023. |
| 2 | Common | Common Stock (Restricted Stock Units) | 2022-05-15 | A | A | 308 | $0.00 | 2,105 | D | — | — | (F1) Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2023. |
| 3 | Common | Common Stock | 2022-05-15 | F | D | 88 | $242.95 | 2,137 | D | — | — | |
| 4 | Derivative | Market Stock Units | 2022-05-15 | A | A | 168 | $0.00 | 168 | D | — · — to 2025-05-15 | 168 Common Stock | (F3) The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2025. |