Conan Wiersema - 02 Sep 2024 Form 4 Insider Report for Morningstar, Inc. (MORN)

Role
CAO & PAO
Signature
/s/ Kathleen Peacock, by power of attorney
Issuer symbol
MORN
Transactions as of
02 Sep 2024
Net transactions value
-$8,158
Form type
4
Filing time
04 Mar 2025, 16:58:16 UTC
Previous filing
17 May 2024
Next filing
19 Nov 2024
SEC
View on sec.gov

Transactions Table

Type Sym Class Transaction Value $ Shares Change % * Price $ Shares After Date Ownership Footnotes
transaction MORN Common Stock Tax liability $8,158 -26 -2.3% $313.77 1,086 02 Sep 2024 Direct F1, F2
transaction MORN Common Stock (Restricted Stock Units) Award $0 +98 +9% $0.000000 1,184 01 Mar 2025 Direct F3
* An asterisk sign (*) next to the price indicates that the price is likely invalid.

Explanation of Responses:

Id Content
F1 Represents shares withheld for taxes for the restricted stock unit grant made on March 1, 2023.
F2 Amount includes a grant of 66 restricted stock units awarded on March 1, 2024, with the restricted stock units vesting in full on September 1, 2025. The grant was not included in the reporting persons Form 3 filed on March 18, 2024.
F3 Each restricted stock unit represents a contingent right to receive one share of Morningstar, Inc. common stock. The restricted stock units vest in full on September 1, 2026.

Remarks:

This report is filed late due to administrative error.