Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Morningstar, Inc.MORN · Entity 915 | Chief Financial Officer | December 13, 2024 | December 16, 2024 |
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 December 13, 2024 · Filed December 16, 2024
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Common StockSEC Table I · non-derivative | Direct | 17,304 |
Ending reported balance
After 2024-12-13 transaction · row 5
5 source rows · reconciled sequenceRow 1 · 2024-12-13 · Sale · Disposed 1,817 · Balance 18,710 F1: The transaction was executed in multiple trades at prices ranging from $351.6100 to $352.4900. 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. Row 2 · 2024-12-13 · Sale · Disposed 660 · Balance 18,050 F2: The transaction was executed in multiple trades at prices ranging from $352.6200 to $353.5950. 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. Row 3 · 2024-12-13 · Sale · Disposed 582 · Balance 17,468 F3: The transaction was executed in multiple trades at prices ranging from $353.7250 to $354.6400. 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. Row 4 · 2024-12-13 · Sale · Disposed 115 · Balance 17,353 F4: The transaction was executed in multiple trades at prices ranging from $354.9500 to $355.6300. 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. Row 5 · 2024-12-13 · Sale · Disposed 49 · Balance 17,304 |
Filing footnotes · ownership attribution and instrument terms
F1: The transaction was executed in multiple trades at prices ranging from $351.6100 to $352.4900. 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.
F2: The transaction was executed in multiple trades at prices ranging from $352.6200 to $353.5950. 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.
F3: The transaction was executed in multiple trades at prices ranging from $353.7250 to $354.6400. 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.
F4: The transaction was executed in multiple trades at prices ranging from $354.9500 to $355.6300. 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.
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 |
|---|---|---|---|---|---|---|
| December 13, 2024 Filed Dec 16, 2024 17:10 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 49 | $356.49 | $17,468.01 |
DisclosureSEC source: 0001289419-24-000163 · wk-form4_1734387050.xml · nonDerivative · entry 5 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,304 Read SEC document |
| December 13, 2024 Filed Dec 16, 2024 17:10 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 115 | $355.39 | $40,870.25 |
DisclosureSEC source: 0001289419-24-000163 · wk-form4_1734387050.xml · nonDerivative · entry 4 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,353 F4 · price: The transaction was executed in multiple trades at prices ranging from $354.9500 to $355.6300. 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 |
| December 13, 2024 Filed Dec 16, 2024 17:10 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 582 | $354.27 | $206,182.93 |
DisclosureSEC source: 0001289419-24-000163 · wk-form4_1734387050.xml · nonDerivative · entry 3 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 17,468 F3 · price: The transaction was executed in multiple trades at prices ranging from $353.7250 to $354.6400. 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 |
| December 13, 2024 Filed Dec 16, 2024 17:10 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 660 | $353.16 | $233,086.79 |
DisclosureSEC source: 0001289419-24-000163 · wk-form4_1734387050.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,050 F2 · price: The transaction was executed in multiple trades at prices ranging from $352.6200 to $353.5950. 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 |
| December 13, 2024 Filed Dec 16, 2024 17:10 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,817 | $352.09 | $639,739.35 |
DisclosureSEC source: 0001289419-24-000163 · wk-form4_1734387050.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 18,710 F1 · price: The transaction was executed in multiple trades at prices ranging from $351.6100 to $352.4900. 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 |
| November 15, 2024 Filed Nov 19, 2024 19:11 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,803 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-24-000138 · wk-form4_1732061482.xml · derivative · entry 5 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,803 Underlying: Common Stock · 1,803 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 19:11 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 601 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001289419-24-000138 · wk-form4_1732061482.xml · derivative · entry 4 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 601 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 19:11 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 22 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-24-000138 · wk-form4_1732061482.xml · nonDerivative · entry 3 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,527 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 19:11 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 277 | $342.99 | $95,008.23 |
DisclosureSEC source: 0001289419-24-000138 · wk-form4_1732061482.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,505 Read SEC document |
| November 15, 2024 Filed Nov 19, 2024 19:11 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 601 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-24-000138 · wk-form4_1732061482.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,782 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 |
| July 02, 2024 Filed Jul 2, 2024 20:32 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 3,400 | $300.11 | $1,020,380.12 |
DisclosureSEC source: 0001062993-24-013372 · form4.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Plan reported Ownership: Direct Disclosed balance after: 20,181 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 15, 2024. F2 · price: The transaction was executed in multiple trades at prices ranging from $300.0000 to $300.4350. 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. F3 · balance_after: The reporting person's Form 4 filed on May 17, 2024 did not reflect the correct total beneficial ownership due to a clerical error. Read SEC document |
| May 17, 2024 Filed May 17, 2024 20:22 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 1,254 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-24-010731 · form4.xml · derivative · entry 5 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,254 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 20:22 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 91 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010731 · form4.xml · nonDerivative · entry 4 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,185 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 20:22 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 1,302 | $297.26 | $387,032.52 |
DisclosureSEC source: 0001062993-24-010731 · form4.xml · nonDerivative · entry 3 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 26,094 Read SEC document |
| May 17, 2024 Filed May 17, 2024 20:22 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 1,254 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010731 · form4.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 24,792 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 20:22 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 2,081 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010731 · form4.xml · derivative · entry 6 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 2,081 Underlying: Common Stock · 2,081 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 20:22 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,387 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-24-010731 · form4.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 23,538 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 | 1,205 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-021228 · form4.xml · derivative · entry 4 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,205 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 | 629 | $269.66 | $169,616.14 |
DisclosureSEC source: 0001062993-23-021228 · form4.xml · nonDerivative · entry 3 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,151 Read SEC document |
| November 17, 2023 Filed Nov 20, 2023 17:46 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 214 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-021228 · form4.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,780 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 | 1,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-021228 · form4.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,566 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. F3 · balance_after: Includes 674 shares omitted from the previous filing due to a clerical error. Read SEC document |
| November 15, 2023 Filed Nov 17, 2023 14:29 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,832 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-021076 · form4.xml · derivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 1,832 Underlying: Common Stock · 1,832 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 17, 2023 20:14 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 1,842 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-23-011472 · form4.xml · derivative · entry 6 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,842 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 | 674 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011472 · form4.xml · nonDerivative · entry 4 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,013 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 | 1,735 | $189.94 | $329,545.90 |
DisclosureSEC source: 0001062993-23-011472 · form4.xml · nonDerivative · entry 3 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,687 Read SEC document |
| May 17, 2023 Filed May 17, 2023 20:14 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 1,842 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011472 · form4.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 22,422 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 | 3,046 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011472 · form4.xml · derivative · entry 5 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 3,046 Underlying: Common Stock · 3,046 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) | 2,105 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-23-011472 · form4.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: No plan indicated Ownership: Direct Disclosed balance after: 20,580 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 18:18 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 1,293 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-022593 · form4.xml · derivative · entry 4 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,293 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 18:18 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 946 | $241.30 | $228,269.80 |
DisclosureSEC source: 0001062993-22-022593 · form4.xml · nonDerivative · entry 3 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,475 Read SEC document |
| November 17, 2022 Filed Nov 21, 2022 18:18 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 841 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022593 · form4.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,421 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 18:18 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 1,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022593 · form4.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,580 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 15:34 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,606 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-022366 · form4.xml · derivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,606 Underlying: Common Stock · 1,606 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 18:21 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 1,568 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-22-012819 · form4.xml · derivative · entry 6 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,568 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. F2 · derivative.exercise_price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2019. F2 · price: Represents common stock earned from the vesting of a market stock unit grant on May 15, 2019. F2 · 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 18:21 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 1,021 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012819 · form4.xml · nonDerivative · entry 3 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,574 F3 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year perfomance 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 18:21 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 1,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012819 · form4.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,553 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, 2019. Read SEC document |
| May 15, 2022 Filed May 17, 2022 18:21 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 2,019 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012819 · form4.xml · derivative · entry 5 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,019 Underlying: Common Stock · 2,019 shares Expires 2025-05-15 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, 2025. 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, 2025. Read SEC document |
| May 15, 2022 Filed May 17, 2022 18:21 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 2,287 | $242.95 | $555,626.65 |
DisclosureSEC source: 0001062993-22-012819 · form4.xml · nonDerivative · entry 4 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,287 Read SEC document |
| May 15, 2022 Filed May 17, 2022 18:21 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,234 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-22-012819 · form4.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 16,985 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 |
| March 01, 2022 Filed Mar 3, 2022 17:50 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,500 | $280.04 | $420,057.75 |
DisclosureSEC source: 0001062993-22-006703 · form4.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 15,751 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 30, 2021. F2 · price: The transaction was executed in multiple trades at prices ranging from $280.00 to $280.335. The price reported above reflects the weighted average sales 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 |
| November 22, 2021 Filed Nov 23, 2021 13:45 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 8 | $321.30 | $2,570.42 |
DisclosureSEC source: 0001062993-21-011439 · form4.xml · nonDerivative · entry 5 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,548 F5 · price: The transaction was executed in multiple trades at prices ranging from $321.19 to $321.41. The price reported above reflects the weighted average sales 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 |
| November 22, 2021 Filed Nov 23, 2021 13:45 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,129 | $320.46 | $361,800.36 |
DisclosureSEC source: 0001062993-21-011439 · form4.xml · nonDerivative · entry 4 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,556 F4 · price: The transaction was executed in multiple trades at prices ranging from $320.06 to $321.00. The price reported above reflects the weighted average sales 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 |
| November 22, 2021 Filed Nov 23, 2021 13:45 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 755 | $319.59 | $241,288.26 |
DisclosureSEC source: 0001062993-21-011439 · form4.xml · nonDerivative · entry 3 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,685 F3 · price: The transaction was executed in multiple trades at prices ranging from $319.06 to $320.00. The price reported above reflects the weighted average sales 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 |
| November 22, 2021 Filed Nov 23, 2021 13:45 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 350 | $317.93 | $111,276.41 |
DisclosureSEC source: 0001062993-21-011439 · form4.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,440 F2 · price: The transaction was executed in multiple trades at prices ranging from $317.49 to $318.39. The price reported above reflects the weighted average sales 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 |
| November 22, 2021 Filed Nov 23, 2021 13:45 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 765 | $316.58 | $242,180.72 |
DisclosureSEC source: 0001062993-21-011439 · form4.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,790 F1 · price: The transaction was executed in multiple trades at prices ranging from $316.17 to $317.05. The price reported above reflects the weighted average sales 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 |
| November 16, 2021 Filed Nov 18, 2021 15:51 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 1,029 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001062993-21-011133 · form4.xml · derivative · entry 4 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 0 Underlying: Common Stock · 1,029 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 15:51 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 684 | $316.52 | $216,499.68 |
DisclosureSEC source: 0001062993-21-011133 · form4.xml · nonDerivative · entry 3 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,555 Read SEC document |
| November 16, 2021 Filed Nov 18, 2021 15:51 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 514 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-011133 · form4.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,239 F2 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year perfomance 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 15:51 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 1,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-011133 · form4.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,725 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 |
| November 15, 2021 Filed Nov 17, 2021 12:24 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 756 | $0.00 | $0.00 |
DisclosureSEC source: 0001062993-21-010994 · form4.xml · derivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 756 Underlying: Common Stock · 756 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 |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.