Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Morningstar, Inc.MORN · Entity 915 | Director | May 15, 2019 | May 17, 2019 |
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 May 15, 2019 · Filed May 17, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Restricted Stock Units)SEC Table I · non-derivative | Direct | 20,157 |
Reported balance
After 2019-05-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2019-05-15 · Grant · Acquired 1,127 · Balance 20,157 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, 2020. |
Filing footnotes · ownership attribution and instrument terms
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, 2020.
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 |
|---|---|---|---|---|---|---|
| May 15, 2019 Filed May 17, 2019 10:29 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,127 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000110 · edgar.xml · nonDerivative · entry 1 ZENTMYER HUGH J · CIK 0001180977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,157 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 three equal annual installments beginning May 15, 2020. Read SEC document |
| May 15, 2018 Filed May 17, 2018 11:49 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000038 · edgar.xml · nonDerivative · entry 1 ZENTMYER HUGH J · CIK 0001180977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,030 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 three equal annual installments beginning May 15, 2019. Read SEC document |
| May 15, 2017 Filed May 16, 2017 15:03 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,728 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000030 · edgar.xml · nonDerivative · entry 1 ZENTMYER HUGH J · CIK 0001180977 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,694 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 three 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.