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, 2021 Filed Nov 17, 2021 12:25 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 420 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-010995 · form4.xml · derivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 420 Underlying: Common Stock · 420 shares Expires 2024-11-15 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, 2024. 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, 2024. Read SEC document |
| August 02, 2021 Filed Aug 4, 2021 16:24 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 600 | $253.23 | $151,938.00 |
DisclosureSEC source: 0001289419-21-000192 · edgar.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,508 F1 · kind: The sales reported on this Form 4 were effected pursuant to a Rule 10b5-1 trading plan adopted by the reporting person on May 26, 2021. Read SEC document |
| May 18, 2021 Filed May 18, 2021 20:45 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 676 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001289419-21-000121 · edgar.xml · derivative · entry 6 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 676 shares Expires 2021-05-18 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, 2018. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2018. F2 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2018. Read SEC document |
| May 18, 2021 Filed May 18, 2021 20:45 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 338 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000121 · edgar.xml · nonDerivative · entry 3 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,910 F3 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year perfomance period ending May 14, 2021 in excess of target under the terms of a market stock unit grant on May 15, 2018. Read SEC document |
| May 18, 2021 Filed May 18, 2021 20:45 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 676 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000121 · edgar.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,572 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, 2018. Read SEC document |
| May 15, 2021 Filed May 18, 2021 20:45 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 635 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000121 · edgar.xml · derivative · entry 5 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 635 Underlying: Common Stock · 635 shares Expires 2024-05-15 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, 2024. 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, 2024. Read SEC document |
| May 15, 2021 Filed May 18, 2021 20:45 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 802 | $245.02 | $196,506.04 |
DisclosureSEC source: 0001289419-21-000121 · edgar.xml · nonDerivative · entry 4 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 10,108 Read SEC document |
| May 15, 2021 Filed May 18, 2021 20:45 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,067 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000121 · edgar.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,896 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 |
| May 15, 2021 Filed Nov 12, 2021 12:52 UTC Amendment | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 706 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000275 · edgar.xml · derivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 706 Underlying: Common Stock · 706 shares Expires 2024-05-15 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, 2024. F4 · shares: Due to adminstrative error, this Form 4 is being amended to correct the number of market stock units granted to the reporting person from 635 to 706. 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, 2024. Read SEC document |
| May 15, 2021 Filed Nov 12, 2021 12:52 UTC Amendment | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,169 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000275 · edgar.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,998 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. F2 · shares: Due to adminstrative error, this Form 4 is being amended to correct the number of restricted stock units granted to the reporting person from 1,067 to 1,169. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 20:06 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 1,109 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001289419-20-000248 · edgar.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 · 1,109 shares Expires 2020-11-16 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, 2017. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2017. F1 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on November 15, 2017. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 20:06 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 596 | $206.21 | $122,901.16 |
DisclosureSEC source: 0001289419-20-000248 · edgar.xml · nonDerivative · entry 3 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,717 Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 20:06 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 353 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000248 · edgar.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,313 F2 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2020 in excess of target under the terms of a market stock unit grant on November 15, 2017. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 20:06 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 1,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000248 · edgar.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,960 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, 2017. Read SEC document |
| November 16, 2020 Filed Nov 24, 2020 19:34 UTC Amendment | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 685 | $206.21 | $141,253.85 |
DisclosureSEC source: 0001289419-20-000257 · edgar.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,829 F2 · shares: Due to adminstrative error, this Form 4 is being amended to correct the amount of shares withheld to satify tax withholding obligations from 596 to 685. Read SEC document |
| November 16, 2020 Filed Nov 24, 2020 19:34 UTC Amendment | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 554 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000257 · edgar.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 9,514 F1 · shares: This Form 4 is being amended to reflect 201 shares of additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2020 in excess of target under the terms of a market stock unit grant of 1,109 market stock units on November 15, 2017. These shares were not reflected in the original Form 4 due to an administrative error. F1 · price: This Form 4 is being amended to reflect 201 shares of additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending November 14, 2020 in excess of target under the terms of a market stock unit grant of 1,109 market stock units on November 15, 2017. These shares were not reflected in the original Form 4 due to an administrative error. Read SEC document |
| November 15, 2020 Filed Nov 17, 2020 21:15 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 678 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000240 · edgar.xml · derivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 678 Underlying: Common Stock · 678 shares Expires 2023-11-15 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, 2023. 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, 2023. Read SEC document |
| May 18, 2020 Filed May 20, 2020 17:27 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 1,384 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001289419-20-000126 · edgar.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 · 1,384 shares Expires 2020-05-18 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 May 15, 2017. F1 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2017. F1 · derivative.exercise_date: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2017. Read SEC document |
| May 18, 2020 Filed May 20, 2020 17:27 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 609 | $145.34 | $88,512.06 |
DisclosureSEC source: 0001289419-20-000126 · edgar.xml · nonDerivative · entry 3 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,851 Read SEC document |
| May 18, 2020 Filed May 20, 2020 17:27 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 692 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000126 · edgar.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,460 F2 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending May 14, 2020 in excess of target under the terms of a market stock unit grant on May 15, 2017. Read SEC document |
| May 18, 2020 Filed May 20, 2020 17:27 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000126 · edgar.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,768 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 May 15, 2017. Read SEC document |
| May 15, 2020 Filed May 19, 2020 18:04 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,036 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000116 · edgar.xml · derivative · entry 3 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,036 Underlying: Common Stock · 1,036 shares Expires 2023-05-15 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, 2023. 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, 2023. Read SEC document |
| May 15, 2020 Filed May 19, 2020 18:04 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 558 | $145.34 | $81,099.72 |
DisclosureSEC source: 0001289419-20-000116 · edgar.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,384 Read SEC document |
| May 15, 2020 Filed May 19, 2020 18:04 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,548 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000116 · edgar.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,942 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 13:08 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 646 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000241 · edgar.xml · derivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,285 Underlying: Common Stock · 646 shares Expires 2022-11-15 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, 2022. 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, 2022. Read SEC document |
| May 15, 2019 Filed May 17, 2019 09:47 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 784 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000086 · edgar.xml · derivative · entry 4 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,639 Underlying: Common Stock · 784 shares Expires 2022-05-15 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, 2022. 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, 2022. Read SEC document |
| May 15, 2019 Filed May 17, 2019 09:47 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 293 | $133.03 | $38,977.79 |
DisclosureSEC source: 0001289419-19-000086 · edgar.xml · nonDerivative · entry 3 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,394 Read SEC document |
| May 15, 2019 Filed May 17, 2019 09:47 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 573 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000086 · edgar.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,687 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 on May 15, 2020. Read SEC document |
| May 15, 2019 Filed May 17, 2019 09:47 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,315 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000086 · edgar.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,114 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 11:15 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 686 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000196 · edgar.xml · derivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,855 Underlying: Common Stock · 686 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 |
| May 15, 2018 Filed May 17, 2018 15:20 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 676 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000052 · edgar.xml · derivative · entry 3 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,169 Underlying: Common Stock · 676 shares Expires 2021-05-15 F2 · 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. F2 · 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 15:20 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 195 | $112.22 | $21,882.90 |
DisclosureSEC source: 0001289419-18-000052 · edgar.xml · nonDerivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,799 Read SEC document |
| May 15, 2018 Filed May 17, 2018 15:20 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000052 · edgar.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,994 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, 2019. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 15:04 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,109 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000093 · edgar.xml · derivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,493 Underlying: Common Stock · 1,109 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 15:39 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,384 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000048 · edgar.xml · derivative · entry 2 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,384 Underlying: Common Stock · 1,384 shares Expires 2020-05-15 F2 · 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. F2 · 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 15:39 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 2,658 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000048 · edgar.xml · nonDerivative · entry 1 Dunn Daniel Joseph · CIK 0001692166 · Chief Revenue Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,658 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, 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.