Daniel Joseph Dunn - 15 Nov 2024 Form 4 Insider Report for Morningstar, Inc. (MORN)

Role
Chief Revenue Officer
Signature
/s/ Kathleen Peacock, by power of attorney
Issuer symbol
MORN
Transactions as of
15 Nov 2024
Transactions value $
-$52,820
Form type
4
Filing time
19 Nov 2024, 19:09:00 UTC
Previous filing
04 Mar 2025
Next filing
19 May 2025
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MORN Common Stock Options Exercise $0 +334 +2.58% $0.00 13.3K 15 Nov 2024 Direct F1
transaction MORN Common Stock Tax liability -$52.8K -154 -1.16% $342.99 13.1K 15 Nov 2024 Direct
transaction MORN Common Stock Award $0 +12 +0.09% $0.00 13.2K 15 Nov 2024 Direct F2

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction MORN Market Stock Units Options Exercise -334 -100% 0 15 Nov 2024 Common Stock 334 Direct F1
transaction MORN Market Stock Units Award $0 +1.51K $0.00 1.51K 15 Nov 2024 Common Stock 1.51K Direct F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents common stock earned from the vesting of a market stock unit grant on November 15, 2021.
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.
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.