Form 4 for MORN Morningstar, Inc.
Accepted 2025-05-19 00:00:00 ET · period of report 2025-05-15 · accession 0001289419-25-000118 · 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-19 | 2025-05-15 | MORN | TSAY CAROLINE J | Dir | A - Grant | $0.00 | +620 | 4,545 | +16% | $0 | |
| 2025-05-19 | 2025-05-16 | MORN | TSAY CAROLINE J | Dir | S - Sale | $309.84 | -200 | 4,345 | -4% | -$62.0K |
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) | 2025-05-15 | A | A | 620 | $0.00 | 4,544.51 | 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 three equal annual installments beginning May 15, 2026. |
| 2 | Common | Common Stock | 2025-05-16 | S | D | 200 | $309.84 | 4,344.51 | D | — | — |