Form 4 for MORN Morningstar, Inc.
Accepted 2023-05-17 00:00:00 ET · period of report 2023-05-15 · accession 0001062993-23-011474 · 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 | 2023-05-17 | 2023-05-15 | MORN | McGarry Kimberly J | CAO, Gbl Ctrl | A - Grant | $0.00 | +394 | 2,469 | +19% | $0 |
| D | 2023-05-17 | 2023-05-17 | MORN | McGarry Kimberly J | CAO, Gbl Ctrl | F - Tax | $189.94 | -129 | 2,340 | -5% | -$24.5K |
| D | 2023-05-17 | 2023-05-15 | MORN | McGarry Kimberly J | CAO, Gbl Ctrl | A - Grant | $0.00 | +190 | 190 | 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) | 2023-05-15 | A | A | 394 | $0.00 | 2,469 | 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, 2024. |
| 2 | Common | Common Stock | 2023-05-17 | F | D | 129 | $189.94 | 2,340 | D | — | — | |
| 3 | Derivative | Market Stock Units | 2023-05-15 | A | A | 190 | $0.00 | 190 | D | — · — to 2026-05-15 | 190 Common Stock | (F2) 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, 2026. |