Form 4 for MORN Morningstar, Inc.
Accepted 2022-12-22 00:00:00 ET · period of report 2020-11-15 · accession 0001062993-22-024417 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| M | 2022-12-22 | 2020-11-15+ | MORN | McGarry Kimberly J | CAO, Gbl Ctrl | F - Tax | $257.06 | -183 | 2,203 | -8% | -$47.0K |
| 2022-12-22 | 2020-11-15 | MORN | McGarry Kimberly J | CAO, Gbl Ctrl | A - Grant | $0.00 | +121 | 2,258 | +6% | $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 | 2021-11-15 | F | D | 64 | $316.52 | 2,139 | D | — | — | |
| 2 | Common | Common Stock | 2022-11-15 | F | D | 64 | $241.30 | 2,075 | D | — | — | |
| 3 | Common | Common Stock | 2020-11-15 | F | D | 55 | $206.21 | 2,203 | D | — | — | |
| 4 | Common | Common Stock (Restricted Stock Units) | 2020-11-15 | A | A | 121 | $0.00 | 2,258 | 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 November 15, 2021. |