Form 4 for MORN Morningstar, Inc.
Accepted 2025-03-04 00:00:00 ET · period of report 2024-09-02 · accession 0001289419-25-000045 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-03-04 | 2024-09-02 | MORN | Wiersema Conan | CAO, PAO | F - Tax | $313.77 | -26 | 1,086 | -2% | -$8,158 | |
| 2025-03-04 | 2025-03-01 | MORN | Wiersema Conan | CAO, PAO | A - Grant | $0.00 | +98 | 1,184 | +9% | $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 | 2024-09-02 | F | D | 26 | $313.77 | 1,086 | D | — | — | (F1) Represents shares withheld for taxes for the restricted stock unit grant made on March 1, 2023. (F2) Amount includes a grant of 66 restricted stock units awarded on March 1, 2024, with the restricted stock units vesting in full on September 1, 2025. The grant was not included in the reporting persons Form 3 filed on March 18, 2024. |
| 2 | Common | Common Stock (Restricted Stock Units) | 2025-03-01 | A | A | 98 | $0.00 | 1,184 | D | — | — | (F3) Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in full on September 1, 2026. |