Dunn Daniel Joseph 4

4 · Morningstar, Inc. · Filed May 17, 2024

Form 4

Period: 2024-05-15

Chief Revenue Officer

Transactions

Award
Common Stock (Restricted Stock Units)
2024-05-15+1,160→ 14,233 total
Tax Payment
Common Stock
2024-05-17$297.26/sh−652$193,814→ 14,448 total
Exercise/Conversion
Market Stock Units
2024-05-17−697→ 0 total
Exp: 2024-05-17→ Common Stock (697 underlying)
Exercise/Conversion
Common Stock
2024-05-17+697→ 15,269 total
Award
Common Stock
2024-05-17+50→ 14,827 total
Award
Market Stock Units
2024-05-15+1,740→ 1,740 total
Exp: 2027-05-14→ Common Stock (1,740 underlying)

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, 2025.
[F2]Represents common stock earned from the vesting of a market stock unit grant on May 15, 2021.
[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.
[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.

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