Kimberly J. McGarry - 15 Nov 2020 Form 4 Insider Report for Morningstar, Inc. (MORN)

Role
Global Controller & CAO
Signature
/s/ Leah Trzcinski, by power of attorney
Issuer symbol
MORN
Transactions as of
15 Nov 2020
Net transactions value
-$47,042
Form type
4
Filing time
22 Dec 2022, 15:55:38 UTC
Next filing
18 May 2021
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MORN Common Stock (Restricted Stock Units) Award $0 +121 +5.7% $0.000000 2,258 15 Nov 2020 Direct F1
transaction MORN Common Stock Tax liability $11,342 -55 -2.4% $206.21 2,203 15 Nov 2020 Direct
transaction MORN Common Stock Tax liability $20,257 -64 -2.9% $316.52 2,139 15 Nov 2021 Direct
transaction MORN Common Stock Tax liability $15,443 -64 -3% $241.30 2,075 15 Nov 2022 Direct
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 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, 2021.