Key facts
- This page summarizes Jason Dubinsky's Form 4 filing for Morningstar, Inc. (MORN).
- 6 reported transactions and 2 derivative rows are listed below.
- Accepted by SEC: 17 May 2024, 20:22.
Jason Dubinsky - 15 May 2024 Form 4 Insider Report for Morningstar, Inc. (MORN)
- Reporting relationship
- Chief Financial Officer
- Issuer ticker
- MORN
- Reported as of
- 15 May 2024
- Net transaction value
- -$387,033
- SEC form
- 4
- Accepted by SEC
- 17 May 2024, 20:22:20 UTC
- Prior SEC filing
- 20 Nov 2023
- Next SEC filing
- 02 Jul 2024
- Source filing
- View source filing
- Reporting owner signature
- /s/ Kathleen Peacock, by power of attorney
Source evidence
Original filing metadata and source links for verification.
5 source fields
Reporting owner
1 detail
Key filing fact
Jason Dubinsky filed Form 4 for Morningstar, Inc. (MORN) on 17 May 2024.
Change
- Previous filing in this sequence was filed on 20 Nov 2023.
- Current net transaction value: -$387,033.
Research use
- This tells you what this filing adds before you inspect full transaction and derivative tables.
- You can trace every row back to the original SEC filing document.
Evidence
Filed on Form 4
View source filing
Ownership activity is grounded in SEC Form 4 disclosures.
Reported non-derivative transactions
Shares, units, or other non-derivative securities reported in this filing.
MORN
transaction
Common Stock (Restricted Stock Units)
Award
- Transaction value
- $0
- Shares
- +1,387
- Change %
- +6.3%
- Price
- $0.000000
- Shares after
- 23,538
- Date
- 15 May 2024
- Ownership
- Direct
- Footnotes
- F1
MORN
transaction
Common Stock
Options Exercise
- Transaction value
- $0
- Shares
- +1,254
- Change %
- +5.3%
- Price
- $0.000000
- Shares after
- 24,792
- Date
- 17 May 2024
- Ownership
- Direct
- Footnotes
- F2
MORN
transaction
Common Stock
Tax liability
- Transaction value
- $387,033
- Shares
- -1,302
- Change %
- -4.8%
- Price
- $297.26
- Shares after
- 26,094
- Date
- 17 May 2024
- Ownership
- Direct
MORN
transaction
Common Stock
Award
- Transaction value
- $0
- Shares
- +91
- Change %
- +0.35%
- Price
- $0.000000
- Shares after
- 26,185
- Date
- 17 May 2024
- Ownership
- Direct
- Footnotes
- F3
Reported derivative securities
Options, warrants, convertible securities, or similar derivative positions disclosed in the filing.
MORN
transaction
Derivative
Market Stock Units
Options Exercise
- Transaction value
- Shares
- -1,254
- Change %
- -100%
- Price
- Shares after
- 0
- Date
- 17 May 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 1,254
- Exercise price
- Footnotes
- F2
MORN
transaction
Derivative
Market Stock Units
Award
- Transaction value
- $0
- Shares
- +2,081
- Change %
- Price
- $0.000000
- Shares after
- 2,081
- Date
- 15 May 2024
- Ownership
- Direct
- Underlying class
- Common Stock
- Underlying amount
- 2,081
- Exercise price
- Footnotes
- F4
* marks a reported price that did not pass the local price check.
Additional SEC filing notes
Filing notes and footnotes
Explanation of responses 4 footnotes
Footnote 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, 2025.
Footnote F2
Represents common stock earned from the vesting of a market stock unit grant on May 15, 2021.
Footnote F3
Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending May 14, 2024 in excess of target under the terms of a market stock unit grant on May 15, 2021.
Footnote F4
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, 2027.