Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Morningstar, Inc.MORN · Entity 915 | Director · CEO | May 15, 2026 | May 19, 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 May 15, 2026 · Filed May 19, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Restricted Stock Units)SEC Table I · non-derivative | Direct | 141,507 |
Reported balance
After 2026-05-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2026-05-15 · Grant · Acquired 1,177 · Balance 141,507 F1: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units fully vest on May 15, 2027. |
| Common Stock (Restricted Stock Units)SEC Table I · non-derivative | Direct | 152,866 |
Reported balance
After 2026-05-15 transaction · row 2
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 2 · 2026-05-15 · Grant · Acquired 11,359 · Balance 152,866 F2: 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, 2027. |
| Common StockSEC Table I · non-derivative | Direct | 151,275 |
Ending reported balance
After 2026-05-15 transaction · row 4
2 source rows · reconciled sequenceRow 3 · 2026-05-15 · Exercise / conversion · Acquired 2,108 · Balance 154,974 F3: Represents common stock earned from the vesting of market stock units granted on May 15, 2023. Row 4 · 2026-05-15 · Tax withholding · Disposed 3,699 · Balance 151,275 |
| Market Stock UnitsSEC Table II · derivative / convertible security · Expires 2026-05-15 | Direct | 2,108 |
Reported balance
After 2026-05-15 transaction · row 5
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 5 · 2026-05-15 · Exercise / conversion · Disposed 2,108 · Balance 2,108 F3: Represents common stock earned from the vesting of market stock units granted on May 15, 2023. |
| Market Stock UnitsSEC Table II · derivative / convertible security · Expires 2029-05-14 | Direct | 17,039 |
Reported balance
After 2026-05-15 transaction · row 6
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 6 · 2026-05-15 · Grant · Acquired 17,039 · Balance 17,039 F4: 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, 2029. |
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 fully vest on May 15, 2027.
F2: 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, 2027.
F3: Represents common stock earned from the vesting of market stock units granted on May 15, 2023.
F4: 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, 2029.
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, 2026 Filed May 19, 2026 23:40 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 17,039 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001451293-26-000002 · wk-form4_1779234003.xml · derivative · entry 6 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,039 Underlying: Common Stock · 17,039 shares Expires 2029-05-14 F4 · 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, 2029. F4 · 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, 2029. F4 · 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, 2029. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:40 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 2,108 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001451293-26-000002 · wk-form4_1779234003.xml · derivative · entry 5 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,108 Underlying: Common Stock · 2,108 shares Expires 2026-05-15 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_price: Represents common stock earned from the vesting of market stock units granted on May 15, 2023. F3 · price: Represents common stock earned from the vesting of market stock units granted on May 15, 2023. F3 · derivative.exercise_date: Represents common stock earned from the vesting of market stock units granted on May 15, 2023. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:40 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 3,699 | $166.05 | $614,218.95 |
DisclosureSEC source: 0001451293-26-000002 · wk-form4_1779234003.xml · nonDerivative · entry 4 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 151,275 Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:40 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 2,108 | $0.00 | $0.00 |
DisclosureSEC source: 0001451293-26-000002 · wk-form4_1779234003.xml · nonDerivative · entry 3 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 154,974 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 · price: Represents common stock earned from the vesting of market stock units granted on May 15, 2023. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:40 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 11,359 | $0.00 | $0.00 |
DisclosureSEC source: 0001451293-26-000002 · wk-form4_1779234003.xml · nonDerivative · entry 2 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 152,866 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 four equal annual installments beginning May 15, 2027. Read SEC document |
| May 15, 2026 Filed May 19, 2026 23:40 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,177 | $0.00 | $0.00 |
DisclosureSEC source: 0001451293-26-000002 · wk-form4_1779234003.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,507 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units fully vest on May 15, 2027. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 23:07 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 10,810 | $0.00 | $0.00 |
DisclosureSEC source: 0001451293-25-000003 · wk-form4_1763507240.xml · derivative · entry 4 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 10,810 Underlying: Common Stock · 10,810 shares Expires 2028-11-14 F3 · 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, 2028. F3 · 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, 2028. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 23:07 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 1,861 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001451293-25-000003 · wk-form4_1763507240.xml · derivative · entry 3 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,861 shares Expires 2025-11-15 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. F1 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022. F1 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022. Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 23:07 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 826 | $211.95 | $175,070.70 |
DisclosureSEC source: 0001451293-25-000003 · wk-form4_1763507240.xml · nonDerivative · entry 2 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 140,330 Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 23:07 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 1,861 | $0.00 | $0.00 |
DisclosureSEC source: 0001451293-25-000003 · wk-form4_1763507240.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 141,156 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 November 15, 2022. F2 · balance_after: Amount includes 1237 restricted stock units that vest in full on May 15, 2026 that were excluded from the prior filing due to administrative error. Read SEC document |
| May 16, 2025 Filed May 20, 2025 01:37 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 6,667 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001289419-25-000122 · wk-form4_1747705056.xml · derivative · entry 4 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,667 shares Expires 2024-11-15 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. F2 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2022. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2022. F2 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2022. Read SEC document |
| May 16, 2025 Filed May 20, 2025 01:37 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 6,901 | $306.41 | $2,114,535.41 |
DisclosureSEC source: 0001289419-25-000122 · wk-form4_1747705056.xml · nonDerivative · entry 3 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,058 Read SEC document |
| May 16, 2025 Filed May 20, 2025 01:37 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 6,667 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000122 · wk-form4_1747705056.xml · nonDerivative · entry 2 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 144,959 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, 2022. Read SEC document |
| May 15, 2025 Filed May 20, 2025 01:37 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 7,477 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000122 · wk-form4_1747705056.xml · derivative · entry 5 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 7,477 Underlying: Common Stock · 7,477 shares Expires 2027-11-14 F3 · 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, 2028. F3 · 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, 2028. Read SEC document |
| May 15, 2025 Filed May 20, 2025 01:37 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 4,985 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000122 · wk-form4_1747705056.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,292 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units fully vest on May 15, 2023. Read SEC document |
| December 26, 2024 Filed Dec 28, 2024 02:12 UTC | Morningstar, Inc. MORN · Entity 915 | GiftCommon Stock | 500 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-24-000165 · wk-form4_1735351971.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,307 Read SEC document |
| November 15, 2024 Filed Nov 20, 2024 00:07 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 5,947 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-24-000134 · wk-form4_1732061225.xml · derivative · entry 5 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,947 Underlying: Common Stock · 5,947 shares Expires 2027-11-14 F3 · 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, 2027. F3 · 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, 2027. Read SEC document |
| November 15, 2024 Filed Nov 20, 2024 00:07 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 2,674 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001289419-24-000134 · wk-form4_1732061225.xml · derivative · entry 4 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 2,674 shares Expires 2024-11-15 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. F1 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2021. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2021. F1 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2021. Read SEC document |
| November 15, 2024 Filed Nov 20, 2024 00:07 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 98 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-24-000134 · wk-form4_1732061225.xml · nonDerivative · entry 3 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,807 F2 · price: 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. Read SEC document |
| November 15, 2024 Filed Nov 20, 2024 00:07 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 1,230 | $342.99 | $421,877.70 |
DisclosureSEC source: 0001289419-24-000134 · wk-form4_1732061225.xml · nonDerivative · entry 2 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 133,709 Read SEC document |
| November 15, 2024 Filed Nov 20, 2024 00:07 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 2,674 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-24-000134 · wk-form4_1732061225.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 134,939 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 November 15, 2021. Read SEC document |
| May 17, 2024 Filed May 18, 2024 00:22 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 5,580 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-010730 · form4.xml · derivative · entry 5 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,648 shares Expires 2024-05-17 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 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2021. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2021. F2 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2021. Read SEC document |
| May 17, 2024 Filed May 18, 2024 00:22 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 404 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010730 · form4.xml · nonDerivative · entry 4 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,265 F3 · ownership.direct: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending May 14, 2024 in excess of target under the terms of a market stock unit grant on May 15, 2021. Read SEC document |
| May 17, 2024 Filed May 18, 2024 00:22 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 6,662 | $297.26 | $1,980,346.12 |
DisclosureSEC source: 0001062993-24-010730 · form4.xml · nonDerivative · entry 3 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,861 Read SEC document |
| May 17, 2024 Filed May 18, 2024 00:22 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 5,580 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010730 · form4.xml · nonDerivative · entry 2 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 138,523 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 · shares: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2021. Read SEC document |
| May 15, 2024 Filed May 18, 2024 00:22 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 6,862 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010730 · form4.xml · derivative · entry 6 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,862 Underlying: Common Stock · 6,862 shares Expires 2027-05-14 F4 · 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, 2027. F4 · 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, 2027. Read SEC document |
| May 15, 2024 Filed May 18, 2024 00:22 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 4,575 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010730 · form4.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 132,943 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, 2025. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 01:52 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 5,274 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-021230 · form4.xml · derivative · entry 4 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,274 shares Expires 2023-11-17 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 granted on November 15, 2020. F1 · price: Represents common stock earned from the vesting of a market stock unit granted on November 15, 2020. F1 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit granted on November 15, 2020. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 01:52 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 2,753 | $269.66 | $742,373.98 |
DisclosureSEC source: 0001062993-23-021230 · form4.xml · nonDerivative · entry 3 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 128,368 Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 01:52 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 938 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-021230 · form4.xml · nonDerivative · entry 2 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,121 F2 · price: Represents additional common stock earned in part from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2023 in excess of target under the terms of a market stock unit granted on November 15, 2020. Read SEC document |
| November 17, 2023 Filed Nov 21, 2023 01:52 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 5,274 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-021230 · form4.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 130,183 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 granted on November 15, 2020. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 19:29 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 5,956 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-021078 · form4.xml · derivative · entry 1 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,956 Underlying: Common Stock · 5,956 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 | Exercise / conversionMarket Stock Units · Derivative | 8,058 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-011475 · form4.xml · derivative · entry 6 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 8,058 shares Expires 2023-05-17 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 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2020. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2020. F2 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2020. Read SEC document |
| May 17, 2023 Filed May 18, 2023 00:15 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 2,948 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011475 · form4.xml · nonDerivative · entry 4 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 124,909 F3 · ownership.direct: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending May 14, 2023 in excess of target under the terms of a market stock unit grant on May 15, 2020. Read SEC document |
| May 17, 2023 Filed May 18, 2023 00:15 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 9,714 | $189.94 | $1,845,077.16 |
DisclosureSEC source: 0001062993-23-011475 · form4.xml · nonDerivative · entry 3 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 121,961 Read SEC document |
| May 17, 2023 Filed May 18, 2023 00:15 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 8,058 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011475 · form4.xml · nonDerivative · entry 2 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 131,675 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 · shares: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2020. Read SEC document |
| May 15, 2023 Filed May 18, 2023 00:15 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 9,899 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011475 · form4.xml · derivative · entry 5 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 9,899 Underlying: Common Stock · 9,899 shares Expires 2026-05-15 F4 · 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. F4 · 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) | 6,844 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011475 · form4.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 123,617 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 17, 2022 Filed Nov 21, 2022 23:13 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 5,301 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-022589 · form4.xml · derivative · entry 4 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 5,301 shares Expires 2022-11-17 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 November 15, 2019. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2019. F1 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2019. Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 23:13 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 3,879 | $241.30 | $936,002.70 |
DisclosureSEC source: 0001062993-22-022589 · form4.xml · nonDerivative · entry 3 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 116,773 Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 23:13 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 3,453 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022589 · form4.xml · nonDerivative · entry 2 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 120,652 F2 · price: 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. Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 23:13 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 5,301 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022589 · form4.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,199 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 November 15, 2019. Read SEC document |
| November 15, 2022 Filed Nov 17, 2022 21:11 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 6,468 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022396 · form4.xml · derivative · entry 1 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,468 Underlying: Common Stock · 6,468 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 |
| August 17, 2022 Filed Aug 19, 2022 16:52 UTC | Morningstar, Inc. MORN · Entity 915 | GiftCommon Stock | 600 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-018441 · form4.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 111,898 F1 · shares: - On August 17, 2022, the reporting person donated 600 shares of common stock to a donor-advised fund, which will use the gifted shares for charitable purposes. Read SEC document |
| May 17, 2022 Filed May 17, 2022 22:07 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 6,428 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-012813 · form4.xml · derivative · entry 8 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 6,428 shares Expires 2022-05-17 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: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2019. F3 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2019. F3 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2019. Read SEC document |
| May 17, 2022 Filed May 17, 2022 22:07 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 4,185 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012813 · form4.xml · nonDerivative · entry 4 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 121,468 F4 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending May 14, 2022 in excess of target under the terms of a market stock unit grant on May 15, 2019. Read SEC document |
| May 17, 2022 Filed May 17, 2022 22:07 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 6,428 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012813 · form4.xml · nonDerivative · entry 3 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 117,283 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 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2019. Read SEC document |
| May 15, 2022 Filed May 17, 2022 22:07 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 2,243 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012813 · form4.xml · derivative · entry 7 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,243 Underlying: Common Stock · 2,243 shares Expires 2025-05-15 F5 · 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. F5 · 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 22:07 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 5,889 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012813 · form4.xml · derivative · entry 6 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,889 Underlying: Common Stock · 5,889 shares Expires 2025-05-15 F5 · 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. F5 · 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 22:07 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 8,970 | $242.95 | $2,179,261.50 |
DisclosureSEC source: 0001062993-22-012813 · form4.xml · nonDerivative · entry 5 Kapoor Kunal · CIK 0001451293 · Director · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 112,498 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.