Kimberly J. McGarry - May 15, 2021 Form 4 Insider Report for Morningstar, Inc. (MORN)

Role
Global Controller & CAO
Signature
/s/ Patrick Maloney, by power of attorney
Stock symbol
MORN
Transactions as of
May 15, 2021
Transactions value $
-$13,231
Form type
4
Date filed
5/18/2021, 08:40 PM
Previous filing
Dec 22, 2022
Next filing
May 17, 2022

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MORN Common Stock (Restricted Stock Units) Award $0 +457 +32.78% $0.00 1.85K May 15, 2021 Direct F1
transaction MORN Common Stock Tax liability -$13.2K -54 -2.92% $245.02 1.8K May 15, 2021 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 May 15, 2022.