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 |
|---|---|---|---|---|---|---|
| November 15, 2021 Filed Dec 13, 2021 11:16 UTC Amendment | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 297 | $316.52 | $94,006.44 |
DisclosureSEC source: 0001062993-21-012720 · form4a.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,251 F1 · shares: Due to administrative error, this Form 4 is being amended to indicate the amount of shares withheld to satisfy tax withholding obligations in connection with the vesting of the 669 shares pursuant to the terms of a grant on November 15, 2017. Read SEC document |
| May 18, 2021 Filed May 18, 2021 21:05 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 1,014 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001289419-21-000127 · edgar.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 · 1,014 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 21:05 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 507 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000127 · edgar.xml · nonDerivative · entry 3 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,948 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 21:05 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 1,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000127 · edgar.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,441 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 21:05 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,129 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000127 · edgar.xml · derivative · entry 5 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,129 Underlying: Common Stock · 1,129 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 21:05 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 1,457 | $245.02 | $356,994.14 |
DisclosureSEC source: 0001289419-21-000127 · edgar.xml · nonDerivative · entry 4 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,491 Read SEC document |
| May 15, 2021 Filed May 18, 2021 21:05 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 1,881 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000127 · edgar.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,427 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 12:49 UTC Amendment | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,270 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000273 · edgar.xml · derivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,270 Underlying: Common Stock · 1,270 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 1,129 to 1,270. 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 12:49 UTC Amendment | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 2,085 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-21-000273 · edgar.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,631 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 1,881 to 2,085. Read SEC document |
| February 23, 2021 Filed Feb 25, 2021 17:43 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 4,211 | $227.93 | $959,813.23 |
DisclosureSEC source: 0001289419-21-000036 · edgar.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,546 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 December 2, 2020. F2 · balance_after: Due to adminstrative error, the reporting persons total shown on the Form 4 filed on December 2, 2020 was overstated by 669 shares. Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 20:05 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionMarket Stock Units · Derivative | 1,426 | Not disclosed | Not disclosed |
DisclosureSEC source: 0001289419-20-000247 · edgar.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 · 1,426 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 20:05 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 833 | $206.21 | $171,772.93 |
DisclosureSEC source: 0001289419-20-000247 · edgar.xml · nonDerivative · entry 3 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,910 Read SEC document |
| November 16, 2020 Filed Nov 18, 2020 20:05 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 454 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000247 · edgar.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,743 F2 · price: Represents additional common stock earned from achievement of cumulative total shareholder return for the three year perfomance 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 20:05 UTC | Morningstar, Inc. MORN · Entity 915 | Exercise / conversionCommon Stock | 1,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000247 · edgar.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,289 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 19:39 UTC Amendment | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 948 | $206.21 | $195,487.08 |
DisclosureSEC source: 0001289419-20-000259 · edgar.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,054 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 833 to 948. Read SEC document |
| November 16, 2020 Filed Nov 24, 2020 19:39 UTC Amendment | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 713 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000259 · edgar.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 23,002 F1 · shares: This Form 4 is being amended to reflect 259 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 1,426 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 259 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 1,426 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 21:13 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,205 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000238 · edgar.xml · derivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,205 Underlying: Common Stock · 1,205 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 |
| November 15, 2020 Filed Dec 2, 2020 17:01 UTC Amendment | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 296 | $206.21 | $61,038.16 |
DisclosureSEC source: 0001289419-20-000267 · edgar.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,426 F2 · shares: Due to administrative error, this Form 4 is being amended to indicate the amount of additional shares withheld to satisfy tax withholding obligations in connection with the vesting of the 668 shares referred to in footnote (1). Read SEC document |
| November 15, 2020 Filed Dec 2, 2020 17:01 UTC Amendment | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 668 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000267 · edgar.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,722 F1 · shares: Due to administrative error, this Form 4 is being amended to reflect 668 shares vesting pursuant to the terms of a grant on November 15, 2017. F1 · price: Due to administrative error, this Form 4 is being amended to reflect 668 shares vesting pursuant to the terms of a grant on November 15, 2017. Read SEC document |
| May 15, 2020 Filed May 19, 2020 17:55 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,842 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000110 · edgar.xml · derivative · entry 3 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,842 Underlying: Common Stock · 1,842 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 17:55 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 687 | $145.34 | $99,848.58 |
DisclosureSEC source: 0001289419-20-000110 · edgar.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,863 Read SEC document |
| May 15, 2020 Filed May 19, 2020 17:55 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 2,752 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-20-000110 · edgar.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,550 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 20, 2019 Filed Nov 21, 2019 12:31 UTC | Morningstar, Inc. MORN · Entity 915 | SaleCommon Stock | 1,100 | $158.26 | $174,084.90 |
DisclosureSEC source: 0001289419-19-000263 · edgar.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 18,798 F1 · price: The transaction was executed in multiple trades at prices ranging from $158.08 to $158.30. 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, 2019 Filed Nov 18, 2019 13:22 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,293 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000249 · edgar.xml · derivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 6,330 Underlying: Common Stock · 1,293 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 |
| November 15, 2019 Filed Nov 18, 2019 13:22 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 2,551 | $155.98 | $397,904.98 |
DisclosureSEC source: 0001289419-19-000249 · edgar.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,898 Read SEC document |
| May 15, 2019 Filed May 17, 2019 09:57 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,568 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000092 · edgar.xml · derivative · entry 3 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,037 Underlying: Common Stock · 1,568 shares Expires 2022-05-15 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, 2022. 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, 2022. Read SEC document |
| May 15, 2019 Filed May 17, 2019 09:57 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 310 | $133.03 | $41,239.30 |
DisclosureSEC source: 0001289419-19-000092 · edgar.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,449 Read SEC document |
| May 15, 2019 Filed May 17, 2019 09:57 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 2,630 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-19-000092 · edgar.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 22,759 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 11:12 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,029 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000195 · edgar.xml · derivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 3,469 Underlying: Common Stock · 1,029 shares Expires 2021-11-15 F1 · derivative.exercise_price: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 14, 2021. F1 · derivative.exercise_date: The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 14, 2021. Read SEC document |
| November 15, 2018 Filed Nov 19, 2018 11:12 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 1,846 | $120.58 | $222,590.68 |
DisclosureSEC source: 0001289419-18-000195 · edgar.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 20,129 Read SEC document |
| May 15, 2018 Filed May 17, 2018 15:21 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,014 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000054 · edgar.xml · derivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 2,440 Underlying: Common Stock · 1,014 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 15:21 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 4,232 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-18-000054 · edgar.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 21,975 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 15:24 UTC | Morningstar, Inc. MORN · Entity 915 | GrantMarket Stock Units · Derivative | 1,426 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000096 · edgar.xml · derivative · entry 5 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 1,426 Underlying: Common Stock · 1,426 shares Expires 2020-11-15 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 November 14, 2020. 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, 2020. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 15:24 UTC | Morningstar, Inc. MORN · Entity 915 | Tax withholdingCommon Stock | 1,819 | $88.81 | $161,545.39 |
DisclosureSEC source: 0001289419-17-000096 · edgar.xml · nonDerivative · entry 4 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 17,743 Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 15:24 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock | 5,629 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000096 · edgar.xml · nonDerivative · entry 3 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 19,562 Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 15:24 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 2,674 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000096 · edgar.xml · nonDerivative · entry 2 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 13,933 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 four equal annual installments beginning November 15, 2018. Read SEC document |
| November 15, 2017 Filed Nov 17, 2017 15:24 UTC | Morningstar, Inc. MORN · Entity 915 | GrantCommon Stock (Restricted Stock Units) | 11,259 | $0.00 | $0.00 |
DisclosureSEC source: 0001289419-17-000096 · edgar.xml · nonDerivative · entry 1 DUBINSKY JASON · CIK 0001712782 · Chief Financial Officer 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 11,259 F1 · security: Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest 50% on November 15, 2018 and 50% on November 15, 2019. 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.