Form 4/A for MORN Morningstar, Inc.
Accepted 2021-11-12 00:00:00 ET · period of report 2021-05-15 · accession 0001289419-21-000275 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| DA | 2021-11-12 | 2021-05-15 | MORN | Dunn Daniel Joseph | Chief Revenue Off | A - Grant | $0.00 | +1,169 | 9,998 | +13% | $0 |
| DA | 2021-11-12 | 2021-05-15 | MORN | Dunn Daniel Joseph | Chief Revenue Off | A - Grant | $0.00 | +706 | 706 | 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) | 2021-05-15 | A | A | 1,169 | $0.00 | 9,998 | 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, 2022. (F2) Due to adminstrative error, this Form 4 is being amended to correct the number of restricted stock units granted to the reporting person from 1,067 to 1,169. |
| 2 | Derivative | Market Stock Units | 2021-05-15 | A | A | 706 | $0.00 | 706 | D | — · — to 2024-05-15 | 706 Common Stock | (F4) Due to adminstrative error, this Form 4 is being amended to correct the number of market stock units granted to the reporting person from 635 to 706. (F3) 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, 2024. |