Form 4 for MORN Morningstar, Inc.
Accepted 2023-11-20 00:00:00 ET · period of report 2023-11-17 · accession 0001062993-23-021227 · 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 | 2023-11-20 | 2023-11-17 | MORN | Dunn Daniel Joseph | Chief Revenue Off | A - Grant | $0.00 | +120 | 13.6K | +0.9% | $0 |
| D | 2023-11-20 | 2023-11-17 | MORN | Dunn Daniel Joseph | Chief Revenue Off | F - Tax | $269.66 | -313 | 13.3K | -2% | -$84.4K |
| D | 2023-11-20 | 2023-11-17 | MORN | Dunn Daniel Joseph | Chief Revenue Off | M - OptEx | $0.00 | +678 | 13.5K | +5% | $0 |
| D | 2023-11-20 | 2023-11-17 | MORN | Dunn Daniel Joseph | Chief Revenue Off | M - OptEx | — | -678 | 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 | 2023-11-17 | A | A | 120 | $0.00 | 13,625 | D | — | — | (F2) Represents additional common stock earned in part from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2023 in excess of target under the terms of a market stock unit granted on November 15, 2020. |
| 2 | Common | Common Stock | 2023-11-17 | F | D | 313 | $269.66 | 13,312 | D | — | — | |
| 3 | Common | Common Stock | 2023-11-17 | M | A | 678 | $0.00 | 13,505 | D | — | — | (F1) Represents common stock earned from the vesting of a market stock unit granted on November 15, 2020. |
| 4 | Derivative | Market Stock Units | 2023-11-17 | M | D | 678 | — | 0 | D | — · — to 2023-11-17 | 678 Common Stock | (F1) Represents common stock earned from the vesting of a market stock unit granted on November 15, 2020. |