Steven N. Kaplan - 15 May 2025 Form 4 Insider Report for Morningstar, Inc. (MORN)

Role
Director
Signature
/s/ Kathleen Peacock, by power of attorney
Issuer symbol
MORN
Transactions as of
15 May 2025
Transactions value $
$0
Form type
4
Filing time
19 May 2025, 20:41:53 UTC
Previous filing
12 Nov 2024

Reporting Owners (1)

Name Relationship Address Signature Signature date CIK
Kaplan Steven N Director 22 WEST WASHINGTON ST, CHICAGO /s/ Kathleen Peacock, by power of attorney 19 May 2025 0001324001

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MORN Common Stock (Restricted Stock Units) Award $0 +620 +1.5% $0.00 41.9K 15 May 2025 Direct F1
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
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.