Kimberly J. McGarry - Nov 15, 2023 Form 4 Insider Report for Morningstar, Inc. (MORN)

Role
Chief Accounting Officer
Signature
/s/ Kathleen Peacock, by power of attorney
Stock symbol
MORN
Transactions as of
Nov 15, 2023
Transactions value $
$0
Form type
4
Date filed
11/17/2023, 02:29 PM
Previous filing
May 17, 2023
Next filing
Nov 20, 2023

Derivative Securities (e.g., puts, calls, warrants, options, convertible securities)

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Underlying Class Amount Exercise Price Ownership Footnotes
transaction MORN Market Stock Units Award $0 +114 $0.00 114 Nov 15, 2023 Common Stock 114 Direct F1
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 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.