Form 4 for MORN Morningstar, Inc.
Accepted 2023-11-20 00:00:00 ET · period of report 2023-11-17 · accession 0001062993-23-021228 · 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 | DUBINSKY JASON | CFO | F - Tax | $269.66 | -629 | 22.2K | -3% | -$169.6K |
| D | 2023-11-20 | 2023-11-17 | MORN | DUBINSKY JASON | CFO | A - Grant | $0.00 | +214 | 22.8K | +0.9% | $0 |
| D | 2023-11-20 | 2023-11-17 | MORN | DUBINSKY JASON | CFO | M - OptEx | $0.00 | +1,205 | 22.6K | +6% | $0 |
| D | 2023-11-20 | 2023-11-17 | MORN | DUBINSKY JASON | CFO | M - OptEx | — | -1,205 | 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 | F | D | 629 | $269.66 | 22,151 | D | — | — | |
| 2 | Common | Common Stock | 2023-11-17 | A | A | 214 | $0.00 | 22,780 | 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. |
| 3 | Common | Common Stock | 2023-11-17 | M | A | 1,205 | $0.00 | 22,566 | D | — | — | (F1) Represents common stock earned from the vesting of a market stock unit granted on November 15, 2020. (F3) Includes 674 shares omitted from the previous filing due to a clerical error. |
| 4 | Derivative | Market Stock Units | 2023-11-17 | M | D | 1,205 | — | 0 | D | — · — to 2023-11-17 | 1,205 Common Stock | (F1) Represents common stock earned from the vesting of a market stock unit granted on November 15, 2020. |