Form 4 for MORN Morningstar, Inc.
Accepted 2024-11-19 00:00:00 ET · period of report 2024-11-15 · accession 0001289419-24-000138 · 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 | DUBINSKY JASON | CFO | A - Grant | $0.00 | +22 | 20.5K | +0.1% | $0 |
| D | 2024-11-19 | 2024-11-15 | MORN | DUBINSKY JASON | CFO | M - OptEx | $0.00 | +601 | 20.8K | +3% | $0 |
| D | 2024-11-19 | 2024-11-15 | MORN | DUBINSKY JASON | CFO | F - Tax | $342.99 | -277 | 20.5K | -1% | -$95.0K |
| D | 2024-11-19 | 2024-11-15 | MORN | DUBINSKY JASON | CFO | A - Grant | $0.00 | +1,803 | 1,803 | New | $0 |
| D | 2024-11-19 | 2024-11-15 | MORN | DUBINSKY JASON | CFO | M - OptEx | — | -601 | 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 | 2024-11-15 | A | A | 22 | $0.00 | 20,527 | 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. |
| 2 | Common | Common Stock | 2024-11-15 | M | A | 601 | $0.00 | 20,782 | D | — | — | (F1) Represents common stock earned from the vesting of a market stock unit grant on November 15, 2021. |
| 3 | Common | Common Stock | 2024-11-15 | F | D | 277 | $342.99 | 20,505 | D | — | — | |
| 4 | Derivative | Market Stock Units | 2024-11-15 | A | A | 1,803 | $0.00 | 1,803 | D | — · — to 2027-11-14 | 1,803 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. |
| 5 | Derivative | Market Stock Units | 2024-11-15 | M | D | 601 | — | 0 | D | — · — to 2024-11-15 | 601 Common Stock | (F1) Represents common stock earned from the vesting of a market stock unit grant on November 15, 2021. |