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 |
|---|---|---|---|---|---|---|
| January 03, 2019 Filed Jan 3, 2019 20:06 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 2,051 | $108.60 | $222,738.60 |
DisclosureSEC source: 0001289419-19-000004 · edgar.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,196 Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 16:04 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 6,101 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000188 · edgar.xml · derivative · entry 1 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 25,059 Underlying: Common Stock · 6,101 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 |
| November 09, 2018 Filed Nov 13, 2018 14:44 UTC | Morningstar, Inc. MORN · Entity 915 | GiftCommon Stock | 200 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000173 · edgar.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,247 Read SEC document |
| May 15, 2018 Filed May 17, 2018 19:24 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 6,011 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000058 · edgar.xml · derivative · entry 4 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,958 Underlying: Common Stock · 6,011 shares Expires 2021-05-15 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 May 14, 2021. 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 May 14, 2021. Read SEC document |
| May 15, 2018 Filed May 17, 2018 19:24 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 1,033 | $112.22 | $115,923.26 |
DisclosureSEC source: 0001289419-18-000058 · edgar.xml · nonDerivative · entry 3 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,447 Read SEC document |
| May 15, 2018 Filed May 17, 2018 19:24 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,007 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000058 · edgar.xml · nonDerivative · entry 2 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 64,480 F2 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units fully vest May 15, 2019. Read SEC document |
| May 15, 2018 Filed May 17, 2018 19:24 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 4,455 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000058 · edgar.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 63,473 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 in four equal installments beginning May 15, 2019. Read SEC document |
| January 03, 2018 Filed Jan 4, 2018 16:22 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 2,260 | $96.94 | $219,084.40 |
DisclosureSEC source: 0001289419-18-000002 · edgar.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,018 Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 20:02 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 5,759 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000091 · edgar.xml · derivative · entry 1 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,947 Underlying: Common Stock · 5,759 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 |
| May 15, 2017 Filed May 17, 2017 19:41 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 7,188 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000050 · edgar.xml · derivative · entry 2 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,188 Underlying: Common Stock · 7,188 shares Expires 2020-05-15 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 May 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 May 14, 2020. Read SEC document |
| May 15, 2017 Filed May 17, 2017 19:41 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 1,089 | $75.22 | $81,914.58 |
DisclosureSEC source: 0001289419-17-000050 · edgar.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 61,278 Read SEC document |
| January 03, 2017 Filed Jan 4, 2017 15:11 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 33,985 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000002 · edgar.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · CEO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 62,367 F1 · security: Each restricted stock unit represents a contigent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in five equal annual installments beginning January 3, 2018. Read SEC document |
| November 15, 2016 Filed Nov 17, 2016 18:33 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 104 | $72.84 | $7,575.36 |
DisclosureSEC source: 0001289419-16-000307 · edgar.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,382 Read SEC document |
| October 28, 2016 Filed Oct 28, 2016 16:42 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-16-000292 · edgar.xml · nonDerivative · entry 1 Kapoor Kunal · CIK 0001451293 · President 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 28,486 F1 · shares: Includes 1.0409 restricted stock units acquired on October 28, 2016 pursuant to a dividend investment feature of the Morningstar, Inc. 2011 Stock Incentive Plan. 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.