Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Morningstar, Inc.MORN · Entity 915 | Chief Accounting Officer | November 17, 2023 | November 21, 2023 |
| Zoom Communications, Inc.ZM · Entity 889 | Chief Accounting Officer | October 09, 2026 | October 13, 2026 |
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, 2023 · Filed November 21, 2023
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 2,307 |
Reported balance
After 2023-11-17 transaction · row 1
1 source rowRow 1 · 2023-11-17 · Tax withholding · Disposed 33 · Balance 2,307 |
Zoom Communications, Inc.
Report date October 09, 2026 · Filed October 13, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Class A Common StockSEC Table I · non-derivative | Direct | 10,421 |
Reported balance
After 2026-10-09 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-10-09 · Exercise / conversion · Acquired 3,121 · Balance 10,421 F1: Includes 346 shares of Class A Common Stock purchased pursuant to the Zoom Video Communications, Inc. 2019 Employee Stock Purchase Plan ("ESPP"), for the purchase period of December 13, 2025 to June 12, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of Issuer's Class A Common Stock on June 12, 2026. |
| Class A Common StockSEC Table I · non-derivative | Direct | 9,038 |
Reported balance
After 2026-10-09 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-10-09 · Tax withholding · Disposed 1,383 · Balance 9,038 F2: Shares withheld by Issuer to satisfy the tax withholding obligation in connection with the vesting of Restricted Stock Units. |
| Class A Common StockSEC Table I · non-derivative | Direct | 346 |
Reported balance
After 2026-10-13 transaction · row 3
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 3 · 2026-10-13 · Tax withholding · Disposed 8,692 · Balance 346 F3: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 14, 2026. |
| Restricted Stock UnitsSEC Table II · derivative / convertible security | Direct | 34,337 |
Reported balance
After 2026-10-09 transaction · row 4
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 4 · 2026-10-09 · Exercise / conversion · Disposed 3,121 · Balance 34,337 F4: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock. F5: The reporting person received an award of restricted stock units, 1/4 of which will vest on July 9, 2026 and the remaining units will vest in equal quarterly installments thereafter, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2019 Equity Incentive Plan) on each such vesting date. The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person under certain circumstances in connection with a change in control of the Issuer. |
Filing footnotes · ownership attribution and instrument terms
F1: Includes 346 shares of Class A Common Stock purchased pursuant to the Zoom Video Communications, Inc. 2019 Employee Stock Purchase Plan ("ESPP"), for the purchase period of December 13, 2025 to June 12, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of Issuer's Class A Common Stock on June 12, 2026.
F2: Shares withheld by Issuer to satisfy the tax withholding obligation in connection with the vesting of Restricted Stock Units.
F3: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 14, 2026.
F4: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock.
F5: The reporting person received an award of restricted stock units, 1/4 of which will vest on July 9, 2026 and the remaining units will vest in equal quarterly installments thereafter, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2019 Equity Incentive Plan) on each such vesting date. The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person under certain circumstances in connection with a change in control of the Issuer.
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 |
|---|---|---|---|---|---|---|
| October 13, 2026 Filed Oct 13, 2026 23:15 UTC | Zoom Communications, Inc. ZM · Entity 889 | Tax withholdingClass A Common Stock | 8,692 | $97.56 | $847,961.10 |
DisclosureSEC source: 0001585521-26-000149 · wk-form4_1791933313.xml · nonDerivative · entry 3 McGarry Kimberly J · CIK 0001570351 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 346 F3 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the Reporting Person on July 14, 2026. Read SEC document |
| October 09, 2026 Filed Oct 13, 2026 23:15 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 3,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-26-000149 · wk-form4_1791933313.xml · derivative · entry 4 McGarry Kimberly J · CIK 0001570351 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 34,337 Underlying: Class A Common Stock · 3,121 shares Expires not disclosed 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. F4 · derivative.exercise_price: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock. F5 · derivative.exercise_date: The reporting person received an award of restricted stock units, 1/4 of which will vest on July 9, 2026 and the remaining units will vest in equal quarterly installments thereafter, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2019 Equity Incentive Plan) on each such vesting date. The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person under certain circumstances in connection with a change in control of the Issuer. F5 · derivative.expiration_date: The reporting person received an award of restricted stock units, 1/4 of which will vest on July 9, 2026 and the remaining units will vest in equal quarterly installments thereafter, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2019 Equity Incentive Plan) on each such vesting date. The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person under certain circumstances in connection with a change in control of the Issuer. Read SEC document |
| October 09, 2026 Filed Oct 13, 2026 23:15 UTC | Zoom Communications, Inc. ZM · Entity 889 | Tax withholdingClass A Common Stock | 1,383 | $94.67 | $130,928.61 |
DisclosureSEC source: 0001585521-26-000149 · wk-form4_1791933313.xml · nonDerivative · entry 2 McGarry Kimberly J · CIK 0001570351 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,038 F2 · kind: Shares withheld by Issuer to satisfy the tax withholding obligation in connection with the vesting of Restricted Stock Units. Read SEC document |
| October 09, 2026 Filed Oct 13, 2026 23:15 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 3,121 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-26-000149 · wk-form4_1791933313.xml · nonDerivative · entry 1 McGarry Kimberly J · CIK 0001570351 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,421 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 · balance_after: Includes 346 shares of Class A Common Stock purchased pursuant to the Zoom Video Communications, Inc. 2019 Employee Stock Purchase Plan ("ESPP"), for the purchase period of December 13, 2025 to June 12, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of Issuer's Class A Common Stock on June 12, 2026. Read SEC document |
| July 09, 2026 Filed Jul 13, 2026 22:01 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionRestricted Stock Units · Derivative | 12,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-26-000100 · wk-form4_1783980106.xml · derivative · entry 3 McGarry Kimberly J · CIK 0001570351 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 37,458 Underlying: Class A Common Stock · 12,486 shares Expires not disclosed 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_price: Each Restricted Stock Unit represents a contingent right to receive one share of Issuer's Class A Common Stock. F4 · derivative.exercise_date: The reporting person received an award of restricted stock units, 1/4 of which will vest on July 9, 2026 and the remaining units will vest in equal quarterly installments thereafter, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2019 Equity Incentive Plan) on each such vesting date. The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person under certain circumstances in connection with a change in control of the Issuer. F4 · derivative.expiration_date: The reporting person received an award of restricted stock units, 1/4 of which will vest on July 9, 2026 and the remaining units will vest in equal quarterly installments thereafter, subject to the Reporting Person's Continuous Service (as defined in the Issuer's 2019 Equity Incentive Plan) on each such vesting date. The restricted stock units are subject to accelerated vesting in the event of a termination of employment of the Reporting Person under certain circumstances in connection with a change in control of the Issuer. Read SEC document |
| July 09, 2026 Filed Jul 13, 2026 22:01 UTC | Zoom Communications, Inc. ZM · Entity 889 | Tax withholdingClass A Common Stock | 5,532 | $87.40 | $483,496.80 |
DisclosureSEC source: 0001585521-26-000100 · wk-form4_1783980106.xml · nonDerivative · entry 2 McGarry Kimberly J · CIK 0001570351 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,300 F2 · kind: Shares withheld by Issuer to satisfy the tax withholding obligation in connection with the vesting of Restricted Stock Units. Read SEC document |
| July 09, 2026 Filed Jul 13, 2026 22:01 UTC | Zoom Communications, Inc. ZM · Entity 889 | Exercise / conversionClass A Common Stock | 12,486 | $0.00 | $0.00 |
DisclosureSEC source: 0001585521-26-000100 · wk-form4_1783980106.xml · nonDerivative · entry 1 McGarry Kimberly J · CIK 0001570351 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,832 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 · balance_after: Includes 346 shares of Class A Common Stock purchased pursuant to the Zoom Video Communications, Inc. 2019 Employee Stock Purchase Plan ("ESPP"), for the purchase period of December 13, 2025 to June 12, 2026. In accordance with the ESPP, these shares were purchased at a price equal to 85% of the closing price of Issuer's Class A Common Stock on June 12, 2026. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 02:16 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 33 | $269.66 | $8,898.78 |
DisclosureSEC source: 0001062993-23-021232 · form4.xml · nonDerivative · entry 1 McGarry Kimberly J · CIK 0001570351 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,307 Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 19:29 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 114 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-021074 · form4.xml · derivative · entry 1 McGarry Kimberly J · CIK 0001570351 · Chief Accounting Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 114 Underlying: Common Stock · 114 shares Expires 2026-11-15 F1 · 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 November 14, 2026. F1 · 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 November 14, 2026. Read SEC document |
| May 17, 2023 Filed May 18, 2023 00:15 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 129 | $189.94 | $24,502.26 |
DisclosureSEC source: 0001062993-23-011474 · form4.xml · nonDerivative · entry 2 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,340 Read SEC document |
| May 15, 2023 Filed May 18, 2023 00:15 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 190 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011474 · form4.xml · derivative · entry 3 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 190 Underlying: Common Stock · 190 shares Expires 2026-05-15 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, 2026. 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, 2026. Read SEC document |
| May 15, 2023 Filed May 18, 2023 00:15 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 394 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011474 · form4.xml · nonDerivative · entry 1 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,469 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, 2024. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 20:45 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 133 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022370 · form4.xml · derivative · entry 1 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 133 Underlying: Common Stock · 133 shares Expires 2025-11-15 F1 · 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 November 14, 2025. F1 · 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 November 14, 2025. Read SEC document |
| November 15, 2022 Filed Dec 22, 2022 21:55 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 64 | $241.30 | $15,443.20 |
DisclosureSEC source: 0001062993-22-024417 · form4.xml · nonDerivative · entry 4 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,075 Read SEC document |
| May 15, 2022 Filed May 17, 2022 22:18 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 168 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012817 · form4.xml · derivative · entry 4 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 168 Underlying: Common Stock · 168 shares Expires 2025-05-15 F3 · 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, 2025. F3 · 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, 2025. Read SEC document |
| May 15, 2022 Filed May 17, 2022 22:18 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 88 | $242.95 | $21,379.60 |
DisclosureSEC source: 0001062993-22-012817 · form4.xml · nonDerivative · entry 3 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,137 Read SEC document |
| May 15, 2022 Filed May 17, 2022 22:18 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 120 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012817 · form4.xml · nonDerivative · entry 2 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,225 F2 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in two equal annual installments beginning May 15, 2023. Read SEC document |
| May 15, 2022 Filed May 17, 2022 22:18 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 308 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012817 · form4.xml · nonDerivative · entry 1 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,105 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, 2023. Read SEC document |
| November 15, 2021 Filed Dec 22, 2022 21:55 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 64 | $316.52 | $20,257.28 |
DisclosureSEC source: 0001062993-22-024417 · form4.xml · nonDerivative · entry 3 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,139 Read SEC document |
| May 15, 2021 Filed May 19, 2021 00:40 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 54 | $245.02 | $13,231.08 |
DisclosureSEC source: 0001289419-21-000120 · edgar.xml · nonDerivative · entry 2 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,797 Read SEC document |
| May 15, 2021 Filed May 19, 2021 00:40 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 457 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000120 · edgar.xml · nonDerivative · entry 1 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,851 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, 2022. Read SEC document |
| November 15, 2020 Filed Dec 22, 2022 21:55 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 55 | $206.21 | $11,341.55 |
DisclosureSEC source: 0001062993-22-024417 · form4.xml · nonDerivative · entry 2 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,203 Read SEC document |
| November 15, 2020 Filed Dec 22, 2022 21:55 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 121 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-024417 · form4.xml · nonDerivative · entry 1 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,258 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 November 15, 2021. Read SEC document |
| May 15, 2020 Filed May 19, 2020 21:57 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 28 | $145.34 | $4,069.52 |
DisclosureSEC source: 0001289419-20-000112 · edgar.xml · nonDerivative · entry 2 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,394 Read SEC document |
| May 15, 2020 Filed May 19, 2020 21:57 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 344 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000112 · edgar.xml · nonDerivative · entry 1 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,422 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 |
| November 15, 2019 Filed Nov 18, 2019 18:14 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 31 | $155.98 | $4,835.38 |
DisclosureSEC source: 0001289419-19-000245 · edgar.xml · nonDerivative · entry 2 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,078 Read SEC document |
| November 15, 2019 Filed Nov 18, 2019 18:14 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 320 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000245 · edgar.xml · nonDerivative · entry 1 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,109 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 November 15, 2020. Read SEC document |
| May 15, 2019 Filed May 17, 2019 14:05 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 375 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000096 · edgar.xml · nonDerivative · entry 1 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 789 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 15:53 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 414 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000179 · edgar.xml · nonDerivative · entry 1 McGarry Kimberly J · CIK 0001570351 · Global Controller & CAO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 414 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 November 15, 2019. 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.