Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Morningstar, Inc.MORN · Entity 915 | Director | May 15, 2025 | May 20, 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 May 15, 2025 · Filed May 20, 2025
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common Stock (Restricted Stock Units)SEC Table I · non-derivative | Direct | 6,069 |
Reported balance
After 2025-05-15 transaction · row 1
Account or security details depend on footnotes; rows are not merged.
1 source rowRow 1 · 2025-05-15 · Grant · Acquired 620 · Balance 6,069 F1: 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. |
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 vest in three equal annual installments beginning May 15, 2026.
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, 2025 Filed May 20, 2025 00:51 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 620 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-25-000110 · wk-form4_1747702307.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,069 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 18, 2024 Filed Nov 20, 2024 22:52 UTC | Morningstar, Inc. MORN · Entity 915 | GiftCommon Stock | 337 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-24-000142 · wk-form4_1732143143.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,449 Read SEC document |
| May 15, 2024 Filed May 17, 2024 21:45 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 639 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010689 · form4.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 5,786 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, 2025. Read SEC document |
| September 05, 2023 Filed Sep 7, 2023 16:13 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 580 | $250.00 | $145,000.00 |
DisclosureSEC source: 0001062993-23-017762 · form4.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,147 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 March 23, 2023. Read SEC document |
| July 27, 2023 Filed Jul 28, 2023 18:48 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 395 | $225.00 | $88,875.00 |
DisclosureSEC source: 0001062993-23-015417 · form4.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 5,727 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 March 23, 2023. Read SEC document |
| May 15, 2023 Filed May 18, 2023 00:11 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 868 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011464 · form4.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 6,122 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, 2024. Read SEC document |
| May 15, 2022 Filed May 17, 2022 18:48 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 679 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012699 · form4.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,254 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, 2023. Read SEC document |
| May 15, 2021 Filed May 18, 2021 23:04 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 612 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000104 · edgar.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,575 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, 2022. Read SEC document |
| November 02, 2020 Filed Nov 4, 2020 23:03 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock (Restricted Stock Units) | 1,382 | $189.72 | $262,193.04 |
DisclosureSEC source: 0001289419-20-000222 · edgar.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,963 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 August 19, 2020. Read SEC document |
| May 15, 2020 Filed May 19, 2020 21:26 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,032 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000100 · edgar.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,345 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, 2021. Read SEC document |
| October 28, 2019 Filed Oct 29, 2019 19:26 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock (Restricted Stock Units) | 1,500 | $150.00 | $225,000.00 |
DisclosureSEC source: 0001289419-19-000219 · edgar.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,313 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 August 12, 2019. Read SEC document |
| May 15, 2019 Filed May 17, 2019 14:26 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,127 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000108 · edgar.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,813 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, 2020. Read SEC document |
| October 29, 2018 Filed Oct 30, 2018 15:35 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 2,000 | $129.75 | $259,500.00 |
DisclosureSEC source: 0001289419-18-000165 · edgar.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 4,686 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 July 31, 2018. Read SEC document |
| May 15, 2018 Filed May 17, 2018 15:48 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,336 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000037 · edgar.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,686 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, 2019. Read SEC document |
| February 23, 2018 Filed Feb 26, 2018 15:21 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,531 | $95.46 | $146,149.26 |
DisclosureSEC source: 0001289419-18-000004 · edgar.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,350 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 November 3, 2017. F2 · price: The transaction was executed in multiple trades at prices ranging from $95.3937 to $95.8160. The price reported above reflects the weighted average sale price. The reporting person hereby undertakes to provide upon request to the SEC staff, Morningstar or a shareholder of Morningstar full information regarding the number of shares and prices at which the transaction was effected. Read SEC document |
| October 26, 2017 Filed Oct 26, 2017 19:57 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 500 | $87.00 | $43,500.00 |
DisclosureSEC source: 0001289419-17-000073 · edgar.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,881 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 November 15, 2016. Read SEC document |
| September 27, 2017 Filed Sep 28, 2017 19:49 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 500 | $85.00 | $42,500.00 |
DisclosureSEC source: 0001289419-17-000069 · edgar.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,381 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 November 15, 2016. Read SEC document |
| July 26, 2017 Filed Jul 27, 2017 17:33 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 500 | $83.00 | $41,500.00 |
DisclosureSEC source: 0001289419-17-000061 · edgar.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 7,881 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 November 15, 2016. Read SEC document |
| May 15, 2017 Filed May 16, 2017 19:05 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,728 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000031 · edgar.xml · nonDerivative · entry 1 Landis Gail S · CIK 0001576093 · Director 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 8,381 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, 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.