Morningstar, Inc.·4

May 17, 8:15 PM ET

McGarry Kimberly J 4

4 · Morningstar, Inc. · Filed May 17, 2023

Insider Transaction Report

Form 4
Period: 2023-05-15
McGarry Kimberly J
Global Controller & CAO
Transactions
  • Tax Payment

    Common Stock

    2023-05-17$189.94/sh129$24,5022,340 total
  • Award

    Common Stock (Restricted Stock Units)

    2023-05-15+3942,469 total
  • Award

    Market Stock Units

    2023-05-15+190190 total
    Exp: 2026-05-15Common Stock (190 underlying)
Footnotes (2)
  • [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, 2024.
  • [F2]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, 2026.

Documents

1 file
  • 4
    form4.xmlPrimary

    STATEMENT OF CHANGES IN BENEFICIAL OWNERSHIP OF SECURITIES