Form 4 for MORN Morningstar, Inc.
Accepted 2024-05-17 00:00:00 ET · period of report 2024-05-15 · accession 0001062993-24-010726 · 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 | 2024-05-17 | 2024-05-15 | MORN | Wiersema Conan | CAO, PAO | A - Grant | $0.00 | +252 | 1,122 | +29% | $0 |
| D | 2024-05-17 | 2024-05-17 | MORN | Wiersema Conan | CAO, PAO | F - Tax | $297.26 | -52 | 1,070 | -5% | -$15.5K |
| D | 2024-05-17 | 2024-05-15 | MORN | Wiersema Conan | CAO, PAO | A - Grant | $0.00 | +126 | 126 | 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 | Conmon Stock (Restricted Units) | 2024-05-15 | A | A | 252 | $0.00 | 1,122 | 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, 2025. |
| 2 | Common | Common Stock | 2024-05-17 | F | D | 52 | $297.26 | 1,070 | D | — | — | |
| 3 | Derivative | Market Stock Units | 2024-05-15 | A | A | 126 | $0.00 | 126 | D | — · — to 2027-05-14 | 126 Common Stock | (F2) The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2027. |