Form 4 for MORN Morningstar, Inc.
Accepted 2023-05-17 00:00:00 ET · period of report 2023-05-15 · accession 0001062993-23-011461 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023-05-17 | 2023-05-15 | MORN | TSAY CAROLINE J | Dir | A - Grant | $0.00 | +868 | 4,351 | +25% | $0 | |
| 2023-05-17 | 2023-05-15 | MORN | TSAY CAROLINE J | Dir | J - Other | $0.00 | -124 | 4,227 | -3% | $0 | |
| 2023-05-17 | 2023-05-15 | MORN | TSAY CAROLINE J | Dir | S - Sale | $191.32 | -651 | 3,576 | -15% | -$124.5K |
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) | 2023-05-15 | A | A | 868 | $0.00 | 4,350.51 | 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 three equal annual installments beginning May 15, 2024. |
| 2 | Common | Common Stock | 2023-05-15 | J | D | 124 | $0.00 | 4,226.51 | D | — | — | |
| 3 | Common | Common Stock | 2023-05-15 | S | D | 651 | $191.32 | 3,575.51 | D | — | — |