Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Morningstar, Inc.MORN · Entity 915 | Chief Talent & Culture Officer | November 17, 2022 | November 21, 2022 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Morningstar, Inc.
Report date November 17, 2022 · Filed November 21, 2022
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 24,774 |
Ending reported balance
After 2022-11-17 transaction · row 3
3 source rows · reconciled sequenceRow 1 · 2022-11-17 · Exercise / conversion · Acquired 739 · Balance 24,835 F1: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2019. Row 2 · 2022-11-17 · Grant · Acquired 480 · Balance 25,315 F2: Represents additional common stock earned in part from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2022 in excess of target under the terms of a market stock unit grant on November 15, 2019. Row 3 · 2022-11-17 · Tax withholding · Disposed 541 · Balance 24,774 |
| Market Stock UnitsSEC Table II · derivative / convertible security · Expires 2022-11-17 | Direct | 0 |
Reported balance
After 2022-11-17 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2022-11-17 · Exercise / conversion · Disposed 739 · Balance 0 F1: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2019. |
| Common StockSEC Table I · non-derivative | IndirectBy spouse | 11,207 |
Reported balance
Holding disclosure · report date 2022-11-17 · row 4
Holding and transaction disclosures are not merged.
1 source rowRow 4 · Balance 11,207 |
Filing footnotes · ownership attribution and instrument terms
F1: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2019.
F2: Represents additional common stock earned in part from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2022 in excess of target under the terms of a market stock unit grant on November 15, 2019.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 03, 2020 Filed Aug 5, 2020 22:38 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,930 | $166.40 | $820,375.66 |
DisclosureSEC source: 0001289419-20-000165 · edgar.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,504 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on June 3, 2020. F2 · price: The transaction was executed in multiple trades at prices ranging from $165.87 to $166.85. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| August 03, 2020 Filed Aug 5, 2020 22:38 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 7,000 | $57.28 | $400,960.00 |
DisclosureSEC source: 0001289419-20-000165 · edgar.xml · nonDerivative · entry 1 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 41,434 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 18, 2020 Filed May 20, 2020 21:19 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 1,384 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001289419-20-000122 · edgar.xml · derivative · entry 5 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,384 shares Expires 2020-05-18 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2017. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2017. F1 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2017. Read SEC document |
| May 18, 2020 Filed May 20, 2020 21:19 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 747 | $145.34 | $108,568.98 |
DisclosureSEC source: 0001289419-20-000122 · edgar.xml · nonDerivative · entry 3 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,434 Read SEC document |
| May 18, 2020 Filed May 20, 2020 21:19 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 692 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000122 · edgar.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,181 F2 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending May 14, 2020 in excess of target under the terms of a market stock unit grant on May 15, 2017. Read SEC document |
| May 18, 2020 Filed May 20, 2020 21:19 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000122 · edgar.xml · nonDerivative · entry 1 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,489 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2017. Read SEC document |
| May 18, 2020 Filed May 19, 2021 00:51 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 450 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000123 · edgar.xml · nonDerivative · entry 3 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 26,266 F3 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year perfomance period ending May 14, 2021 in excess of target under the terms of a market stock unit grant on May 15, 2018. Read SEC document |
| May 18, 2020 Filed May 19, 2021 00:51 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 901 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000123 · edgar.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,816 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2018. Read SEC document |
| May 15, 2020 Filed May 19, 2020 22:01 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,151 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000114 · edgar.xml · derivative · entry 4 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,151 Underlying: Common Stock · 1,151 shares Expires 2023-05-15 F2 · derivative.exercise_price: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2023. F2 · derivative.exercise_date: The market stock units earned will be based in part on the company's cumulative total shareholder return for the three year performance period ending May 14, 2023. Read SEC document |
| May 15, 2020 Filed May 19, 2020 22:01 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 709 | $145.34 | $103,046.06 |
DisclosureSEC source: 0001289419-20-000114 · edgar.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,105 Read SEC document |
| May 15, 2020 Filed May 19, 2020 22:01 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,720 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000114 · edgar.xml · nonDerivative · entry 1 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,814 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2021. Read SEC document |
| May 15, 2020 Filed May 19, 2021 00:51 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 1,129 | $245.02 | $276,627.58 |
DisclosureSEC source: 0001289419-21-000123 · edgar.xml · nonDerivative · entry 4 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,137 Read SEC document |
| November 15, 2019 Filed Nov 18, 2019 18:35 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 739 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000253 · edgar.xml · derivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,944 Underlying: Common Stock · 739 shares Expires 2022-11-15 F1 · derivative.exercise_price: 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, 2022. F1 · derivative.exercise_date: 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, 2022. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 16:55 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 156 | $149.89 | $23,383.04 |
DisclosureSEC source: 0001289419-19-000215 · edgar.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,094 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 6, 2019. F3 · price: The transaction was executed in multiple trades at prices ranging from $149.84 to $149.92. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 16:55 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,359 | $149.23 | $202,797.73 |
DisclosureSEC source: 0001289419-19-000215 · edgar.xml · nonDerivative · entry 1 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,250 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on August 6, 2019. F2 · price: The transaction was executed in multiple trades at prices ranging from $148.79 to $149.74. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 15, 2019 Filed May 17, 2019 14:08 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 896 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000098 · edgar.xml · derivative · entry 4 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,205 Underlying: Common Stock · 896 shares Expires 2022-05-15 F2 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2022. F2 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2022. Read SEC document |
| May 15, 2019 Filed May 17, 2019 14:08 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 837 | $133.03 | $111,346.11 |
DisclosureSEC source: 0001289419-19-000098 · edgar.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,609 Read SEC document |
| May 15, 2019 Filed May 17, 2019 14:08 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,503 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000098 · edgar.xml · nonDerivative · entry 1 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,446 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2020. Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 16:21 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 915 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000197 · edgar.xml · derivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,309 Underlying: Common Stock · 915 shares Expires 2021-11-15 F1 · derivative.exercise_price: 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, 2021. F1 · derivative.exercise_date: 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, 2021. Read SEC document |
| July 30, 2018 Filed Jul 31, 2018 20:09 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionEmployee Stock Option (Right to Buy) · Derivative | 1,000 | $0.00 Strike: $57.28 | $0.00 |
DisclosureSEC source: 0001289419-18-000094 · edgar.xml · derivative · entry 3 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,000 Underlying: Common Stock · 1,000 shares Expires 2021-05-15 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F3 · derivative.exercise_date: The options became exercisable in four equal annual installments beginning May 15, 2012. Read SEC document |
| July 30, 2018 Filed Jul 31, 2018 20:09 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,000 | $133.32 | $133,322.00 |
DisclosureSEC source: 0001289419-18-000094 · edgar.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,943 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 29, 2018. F2 · price: The transaction was executed in a trade at prices ranging from $133.00 to $133.5050. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| July 30, 2018 Filed Jul 31, 2018 20:09 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 1,000 | $57.28 | $57,280.00 |
DisclosureSEC source: 0001289419-18-000094 · edgar.xml · nonDerivative · entry 1 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,943 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| May 15, 2018 Filed May 17, 2018 19:21 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 901 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000053 · edgar.xml · derivative · entry 4 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,394 Underlying: Common Stock · 901 shares Expires 2021-05-15 F2 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2021. F2 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2021. Read SEC document |
| May 15, 2018 Filed May 17, 2018 19:21 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 927 | $112.22 | $104,027.94 |
DisclosureSEC source: 0001289419-18-000053 · edgar.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,943 Read SEC document |
| May 15, 2018 Filed May 17, 2018 19:21 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,782 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000053 · edgar.xml · nonDerivative · entry 1 Desmond Bevin · CIK 0001323954 · Head of Talent and Culture 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 33,870 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2019. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 20:01 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000090 · edgar.xml · derivative · entry 1 Desmond Bevin · CIK 0001323954 · Head of Global Markets & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,493 Underlying: Common Stock · 1,109 shares Expires 2020-11-15 F1 · derivative.exercise_price: 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, 2020. F1 · derivative.exercise_date: 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, 2020. Read SEC document |
| July 26, 2017 Filed Jul 27, 2017 17:30 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 200 | $84.23 | $16,846.00 |
DisclosureSEC source: 0001289419-17-000060 · edgar.xml · nonDerivative · entry 3 Desmond Bevin · CIK 0001323954 · Head of Global Markets & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,088 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 26, 2017. F4 · price: The transaction was executed in multiple trades at prices ranging from $84.21 to $84.25. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| July 26, 2017 Filed Jul 27, 2017 17:30 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,752 | $83.57 | $146,408.86 |
DisclosureSEC source: 0001289419-17-000060 · edgar.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Global Markets & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 32,288 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 26, 2017. F3 · price: The transaction was executed in multiple trades at prices ranging from $83.18 to $84.00. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| July 26, 2017 Filed Jul 27, 2017 17:30 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,050 | $82.41 | $86,535.54 |
DisclosureSEC source: 0001289419-17-000060 · edgar.xml · nonDerivative · entry 1 Desmond Bevin · CIK 0001323954 · Head of Global Markets & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 34,040 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 26, 2017. F2 · price: The transaction was executed in multiple trades at prices ranging from $82.15 to $82.58. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| May 15, 2017 Filed May 17, 2017 19:44 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000054 · edgar.xml · derivative · entry 4 Desmond Bevin · CIK 0001323954 · Head of Global Markets & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,384 Underlying: Common Stock · 1,384 shares Expires 2020-05-15 F2 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2020. F2 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending May 14, 2020. Read SEC document |
| May 15, 2017 Filed May 17, 2017 19:44 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 1,144 | $75.22 | $86,051.68 |
DisclosureSEC source: 0001289419-17-000054 · edgar.xml · nonDerivative · entry 2 Desmond Bevin · CIK 0001323954 · Head of Global Markets & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 35,090 Read SEC document |
| May 15, 2017 Filed May 17, 2017 19:44 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 3,323 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000054 · edgar.xml · nonDerivative · entry 1 Desmond Bevin · CIK 0001323954 · Head of Global Markets & HR 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 36,234 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in four equal annual installments beginning May 15, 2018. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.