Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Morningstar, Inc.MORN · Entity 915 | Chief Revenue Officer | November 15, 2025 | November 18, 2025 |
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 15, 2025 · Filed November 18, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 14,851 |
Ending reported balance
After 2025-11-15 transaction · row 2
2 source rows · reconciled sequenceRow 1 · 2025-11-15 · Exercise / conversion · Acquired 346 · Balance 15,005 F1: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022. Row 2 · 2025-11-15 · Tax withholding · Disposed 154 · Balance 14,851 |
| Market Stock UnitsSEC Table II · derivative / convertible security · Expires 2025-11-15 | Direct | 0 |
Reported balance
After 2025-11-15 transaction · row 3
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 3 · 2025-11-15 · Exercise / conversion · Disposed 346 · Balance 0 F1: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022. |
Filing footnotes · ownership attribution and instrument terms
F1: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2022.
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 |
|---|---|---|---|---|---|---|
| November 15, 2025 Filed Nov 18, 2025 18:07 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 346 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001692166-25-000003 · wk-form4_1763507256.xml · derivative · entry 3 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 346 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 18:07 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 154 | $211.95 | $32,640.30 |
DisclosureSEC source: 0001692166-25-000003 · wk-form4_1763507256.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,851 Read SEC document |
| November 15, 2025 Filed Nov 18, 2025 18:07 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 346 | $0.00 | $0.00 |
DisclosureSEC source: 0001692166-25-000003 · wk-form4_1763507256.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,005 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. Read SEC document |
| May 16, 2025 Filed May 19, 2025 20:49 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 1,241 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001289419-25-000108 · wk-form4_1747702183.xml · derivative · entry 4 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,241 shares Expires 2028-05-14 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 19, 2025 20:49 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 853 | $306.41 | $261,367.73 |
DisclosureSEC source: 0001289419-25-000108 · wk-form4_1747702183.xml · nonDerivative · entry 3 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,659 Read SEC document |
| May 16, 2025 Filed May 19, 2025 20:49 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 1,241 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000108 · wk-form4_1747702183.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,512 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 19, 2025 20:49 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,835 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000108 · wk-form4_1747702183.xml · derivative · entry 5 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,835 Underlying: Common Stock · 1,835 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 May 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 May 14, 2028. Read SEC document |
| May 15, 2025 Filed May 19, 2025 20:49 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,223 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000108 · wk-form4_1747702183.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,271 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, 2026. Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 19:09 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,508 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-24-000136 · wk-form4_1732061333.xml · derivative · entry 5 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,508 Underlying: Common Stock · 1,508 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 19, 2024 19:09 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 334 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001289419-24-000136 · wk-form4_1732061333.xml · derivative · entry 4 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 334 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 19, 2024 19:09 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 12 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-24-000136 · wk-form4_1732061333.xml · nonDerivative · entry 3 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,159 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 19, 2024 19:09 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 154 | $342.99 | $52,820.46 |
DisclosureSEC source: 0001289419-24-000136 · wk-form4_1732061333.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,147 Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 19:09 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 334 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-24-000136 · wk-form4_1732061333.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,301 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 |
| August 31, 2024 Filed Mar 4, 2025 17:29 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 111 | $313.77 | $34,828.47 |
DisclosureSEC source: 0001289419-25-000051 · wk-form4_1741127368.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,048 F1 · shares: Represents shares withheld for taxes on the vesting date for the restricted stock unit grant made on March 1, 2023. Read SEC document |
| July 31, 2024 Filed Jul 31, 2024 17:11 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,600 | $320.89 | $513,424.00 |
DisclosureSEC source: 0001289419-24-000062 · wk-form4_1722460301.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,967 F1 · balance_after: The reporting person's Form 4 filed on May 15, 2024 did not reflect the correct total beneficial ownership due to a clerical error. Read SEC document |
| May 17, 2024 Filed May 17, 2024 20:19 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 697 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-010727 · form4.xml · derivative · entry 5 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 697 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 17, 2024 20:19 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 50 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010727 · form4.xml · nonDerivative · entry 4 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,827 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 17, 2024 20:19 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 652 | $297.26 | $193,813.52 |
DisclosureSEC source: 0001062993-24-010727 · form4.xml · nonDerivative · entry 3 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,448 Read SEC document |
| May 17, 2024 Filed May 17, 2024 20:19 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 697 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010727 · form4.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,269 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, 2021. Read SEC document |
| May 15, 2024 Filed May 17, 2024 20:19 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,740 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010727 · form4.xml · derivative · entry 6 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,740 Underlying: Common Stock · 1,740 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 17, 2024 20:19 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,160 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010727 · form4.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,233 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 20, 2023 17:46 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 678 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-021227 · form4.xml · derivative · entry 4 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 678 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 20, 2023 17:46 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 313 | $269.66 | $84,403.58 |
DisclosureSEC source: 0001062993-23-021227 · form4.xml · nonDerivative · entry 3 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,312 Read SEC document |
| November 17, 2023 Filed Nov 20, 2023 17:46 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 120 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-021227 · form4.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,625 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 20, 2023 17:46 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 678 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-021227 · form4.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 13,505 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 14:30 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,374 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-021080 · form4.xml · derivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,374 Underlying: Common Stock · 1,374 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 |
| August 02, 2023 Filed Aug 3, 2023 14:41 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,000 | $224.93 | $449,850.40 |
DisclosureSEC source: 0001062993-23-015750 · form4.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 12,827 Read SEC document |
| May 17, 2023 Filed May 17, 2023 20:14 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 1,036 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-011473 · form4.xml · derivative · entry 6 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,036 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 17, 2023 20:14 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 379 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011473 · form4.xml · nonDerivative · entry 4 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,827 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 17, 2023 20:14 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 821 | $189.94 | $155,940.74 |
DisclosureSEC source: 0001062993-23-011473 · form4.xml · nonDerivative · entry 3 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,448 Read SEC document |
| May 17, 2023 Filed May 17, 2023 20:14 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 1,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011473 · form4.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 15,269 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, 2020. Read SEC document |
| May 15, 2023 Filed May 17, 2023 20:14 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 2,284 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011473 · form4.xml · derivative · entry 5 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,284 Underlying: Common Stock · 2,284 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 17, 2023 20:14 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,579 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011473 · form4.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 14,233 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 |
| March 01, 2023 Filed Mar 3, 2023 15:34 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 249 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-005831 · form4.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,654 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 full on August 31, 2024. Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 18:16 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 646 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-022591 · form4.xml · derivative · entry 4 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 646 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 18:16 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 473 | $241.30 | $114,134.90 |
DisclosureSEC source: 0001062993-22-022591 · form4.xml · nonDerivative · entry 3 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,405 Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 18:16 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 420 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022591 · form4.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,878 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 18:16 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 646 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022591 · form4.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,458 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 15:47 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,204 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022372 · form4.xml · derivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,204 Underlying: Common Stock · 1,204 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 |
| May 17, 2022 Filed May 17, 2022 18:10 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 784 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-012815 · form4.xml · derivative · entry 7 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 784 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 18:10 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 510 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012815 · form4.xml · nonDerivative · entry 4 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,682 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 18:10 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 784 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012815 · form4.xml · nonDerivative · entry 3 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 12,172 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 18:10 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,514 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012815 · form4.xml · derivative · entry 6 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,514 Underlying: Common Stock · 1,514 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 18:10 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 870 | $242.95 | $211,366.50 |
DisclosureSEC source: 0001062993-22-012815 · form4.xml · nonDerivative · entry 5 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,812 Read SEC document |
| May 15, 2022 Filed May 17, 2022 18:10 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 275 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012815 · form4.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,388 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 18:10 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 926 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012815 · form4.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,113 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 16, 2021 Filed Nov 18, 2021 15:50 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 686 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-21-011132 · form4.xml · derivative · entry 4 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 686 shares Expires 2021-11-16 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, 2018. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2018. F1 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2018. Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 15:50 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 452 | $316.52 | $143,067.04 |
DisclosureSEC source: 0001062993-21-011132 · form4.xml · nonDerivative · entry 3 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,187 Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 15:50 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 343 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-011132 · form4.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,639 F2 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2021 in excess of target under the terms of a market stock unit grant on November 15, 2018. Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 15:50 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 686 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-011132 · form4.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,296 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, 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.