Form 4 for MORN Morningstar, Inc.
Accepted 2024-11-19 00:00:00 ET · period of report 2024-11-15 · accession 0001289419-24-000134 · 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 | 2024-11-19 | 2024-11-15 | MORN | Kapoor Kunal | CEO, Dir | M - OptEx | $0.00 | +2,674 | 134.9K | +2% | $0 |
| D | 2024-11-19 | 2024-11-15 | MORN | Kapoor Kunal | CEO, Dir | F - Tax | $342.99 | -1,230 | 133.7K | -0.9% | -$421.9K |
| D | 2024-11-19 | 2024-11-15 | MORN | Kapoor Kunal | CEO, Dir | A - Grant | $0.00 | +98 | 133.8K | +0.1% | $0 |
| D | 2024-11-19 | 2024-11-15 | MORN | Kapoor Kunal | CEO, Dir | M - OptEx | — | -2,674 | 0 | -100% | — |
| D | 2024-11-19 | 2024-11-15 | MORN | Kapoor Kunal | CEO, Dir | A - Grant | $0.00 | +5,947 | 5,947 | 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 | 2024-11-15 | M | A | 2,674 | $0.00 | 134,939 | D | — | — | (F1) Represents common stock earned from the vesting of a market stock unit grant on November 15, 2021. |
| 2 | Common | Common Stock | 2024-11-15 | F | D | 1,230 | $342.99 | 133,709 | D | — | — | |
| 3 | Common | Common Stock | 2024-11-15 | A | A | 98 | $0.00 | 133,807 | D | — | — | (F2) Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending November 15, 2024 in excess of target under the terms of a market stock unit grant on November 15, 2021. |
| 4 | Derivative | Market Stock Units | 2024-11-15 | M | D | 2,674 | — | 0 | D | — · — to 2024-11-15 | 2,674 Common Stock | (F1) Represents common stock earned from the vesting of a market stock unit grant on November 15, 2021. |
| 5 | Derivative | Market Stock Units | 2024-11-15 | A | A | 5,947 | $0.00 | 5,947 | D | — · — to 2027-11-14 | 5,947 Common Stock | (F3) The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 14, 2027. |