Home/Filings/4/0001062993-22-012811
4//SEC Filing

Desmond Bevin 4

Accession 0001062993-22-012811

CIK 0001289419other

Filed

May 16, 8:00 PM ET

Accepted

May 17, 5:59 PM ET

Size

14.1 KB

Accession

0001062993-22-012811

Insider Transaction Report

Form 4
Period: 2022-05-15
Desmond Bevin
President, Int'l Business
Transactions
  • Exercise/Conversion

    Common Stock

    2022-05-17+89624,517 total
  • Award

    Common Stock

    2022-05-17+58325,100 total
  • Award

    Common Stock (Restricted Stock Units)

    2022-05-15+72023,621 total
  • Tax Payment

    Common Stock

    2022-05-15$242.95/sh1,004$243,92224,096 total
  • Exercise/Conversion

    Market Stock Units

    2022-05-178960 total
    Exp: 2022-05-17Common Stock (896 underlying)
  • Award

    Market Stock Units

    2022-05-15+1,1771,177 total
    Exp: 2025-05-15Common Stock (1,177 underlying)
Holdings
  • Common Stock

    (indirect: By Spouse)
    21,207
Footnotes (4)
  • [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, 2023.
  • [F2]Represents common stock earned from the vesting of a market stock unit grant on May 15, 2019.
  • [F3]Represents additional common stock earned from achievement of cumulative total shareholder return for the three year performance period ending May 14, 2022 in excess of target under the terms of a market stock unit grant on May 15, 2019.
  • [F4]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 May 14, 2025.

Issuer

Morningstar, Inc.

CIK 0001289419

Entity typeother

Related Parties

1
  • filerCIK 0001323954

Filing Metadata

Form type
4
Filed
May 16, 8:00 PM ET
Accepted
May 17, 5:59 PM ET
Size
14.1 KB