Jason Dubinsky - 15 Nov 2024 Form 4 Insider Report for Morningstar, Inc. (MORN)

Reporting relationship: Chief Financial Officer
Issuer ticker: MORN
Reported as of: 15 Nov 2024
Net transaction value: -$95,008
SEC form: 4
Accepted by SEC: 19 Nov 2024, 19:11:29 UTC
Prior SEC filing: 02 Jul 2024
Next SEC filing: 16 Dec 2024
Source filing: View source filing
Reporting owner signature: /s/ Kathleen Peacock, by power of attorney

Key filing fact

Jason Dubinsky filed Form 4 for Morningstar, Inc. (MORN) on 19 Nov 2024.

Key facts

This page summarizes Jason Dubinsky's Form 4 filing for Morningstar, Inc. (MORN).
5 reported transactions and 2 derivative rows are listed below.
Accepted by SEC: 19 Nov 2024, 19:11.

Change

Previous filing in this sequence was filed on 02 Jul 2024.
Current net transaction value: -$95,008.

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

Ownership activity is grounded in SEC Form 4 disclosures.

View source filing

Reported non-derivative transactions

Shares, units, or other non-derivative securities reported in this filing.

MORN transaction

Common Stock

Options Exercise

Transaction value: $0
Shares: +601
Change %: +3%
Price: $0.000000
Shares after: 20,782
Date: 15 Nov 2024
Ownership: Direct
Footnotes: F1

MORN transaction

Common Stock

Tax liability

Transaction value: $95,008
Shares: -277
Change %: -1.3%
Price: $342.99
Shares after: 20,505
Date: 15 Nov 2024
Ownership: Direct

MORN transaction

Common Stock

Award

Transaction value: $0
Shares: +22
Change %: +0.11%
Price: $0.000000
Shares after: 20,527
Date: 15 Nov 2024
Ownership: Direct
Footnotes: F2

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: -601
Change %: -100%
Price
Shares after: 0
Date: 15 Nov 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 601
Exercise price
Footnotes: F1

MORN transaction Derivative

Market Stock Units

Award

Transaction value: $0
Shares: +1,803
Change %
Price: $0.000000
Shares after: 1,803
Date: 15 Nov 2024
Ownership: Direct
Underlying class: Common Stock
Underlying amount: 1,803
Exercise price
Footnotes: F3

^* marks a reported price that did not pass the local price check.

Additional SEC filing notes

Filing notes and footnotes

Explanation of responses 3 footnotes

Footnote F1

Represents common stock earned from the vesting of a market stock unit grant on November 15, 2021.

Footnote F2

Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending November 15, 2024 in excess of target under the terms of a market stock unit grant on November 15, 2021.

Footnote F3

The market stock units earned will be based on the company's cumulative total shareholder return for the three year performance period ending November 14, 2027.